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Confused on how to share notebooks and view updated content

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#1 magicmom

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Posted 18 September 2012 - 03:45 PM

Hello, I'm a newbie with EN. My boss and I need to share two notebooks. How exactly do we do that?

When one of us updates the notebook, do we have to email the updated note to the other person? Do we both need premium accounts?

At the end of the day, what we want to do is simple - see each others notes!

Thanks in advance for your help!

#2 gazumped

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Posted 18 September 2012 - 08:01 PM

Hello Newbie, welcome to the forums..

You don't need to be a Premium user to share a view only notebook, but you do if you want to allow your sharee to edit your notes.

If you and your boss just want to see what you each have written, just share one of your notebooks with him, and get him to share one of his with you.

If you're looking to get notes edited in either direction then yes, you'll both need to be Premium users and allow the appropriate permissions.

Do remember that this isn't real time communications - when you make a change to a note your system has to sync with the Evernote servers to pass the information along, then your boss's system has to sync to receive it. It's a good idea to manually sync before and after you make each change to a shared book.

Hope that helps..

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#3 magicmom

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Posted 19 September 2012 - 05:06 PM

Hi Gazumped - that does help - thanks so much! We need to edit notes in both directions. We both have premium accounts now.

Can you tell me how to figure out the appropriate permissions? Typically, I'm using my PC EN and sometimes my iPhone. My boss uses a Droid, iPad and phone.

We shouldn't need to copy and paste the URL to each other, right? I'm not sure I'm seeing anywhere to make adjustments for permissions.

Thanks again!

#4 gazumped

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Posted 20 September 2012 - 12:01 PM

Hi again

Don't know whether your boss will be able to set up a share from his hardware - the details change so fast around here that a little experimentation may be necessary to make this work.. On a PC you right-click a notebook, on a mobile (and presumably a tablet) you select a notebook from the notebook list, and in each case choose the option that mentions sharing. Go for individuals, and look for the option that allows your user to edit notes. You'll be asked to provide their email address at some point, which will spark an email giving the notebook details to the other person. When you receive your email, 'join' the new notebook, and that should be that.

Hope that helps..

I use Evernote constantly but don't speak for them.  Opinions here are my own based (more or less) on age,  experience,  and common business sense.  

Evernote read what's posted here,  and take it into consideration setting priorities;  they don't normally comment on individual cases,  or offer any forecasts or promises on whether or when a new feature might be released.  

 

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#5 roschler

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Posted 01 January 2013 - 02:58 PM

@gazumped,

Can non-premium users add Notes (not edit as you say above) to a Shared Notebook they have been invited to join?

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#6 gazumped

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Posted 01 January 2013 - 03:10 PM

Can non-premium users add Notes .. to a Shared Notebook they have been invited to join?


In my experience so far - no. That seems to come under the heading of add/ edit/ delete. You can't add a note directly to that notebook, or create it in another notebook and move it across.

G

I use Evernote constantly but don't speak for them.  Opinions here are my own based (more or less) on age,  experience,  and common business sense.  

Evernote read what's posted here,  and take it into consideration setting priorities;  they don't normally comment on individual cases,  or offer any forecasts or promises on whether or when a new feature might be released.  

 

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#7 GrumpyMonkey

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Posted 01 January 2013 - 03:17 PM

Can non-premium users add Notes .. to a Shared Notebook they have been invited to join?


In my experience so far - no. That seems to come under the heading of add/ edit/ delete. You can't add a note directly to that notebook, or create it in another notebook and move it across.

G


Yes. If the person sharing a notebook is Premium and they invite someone, then they can extend the privilege to modify notes. For example, a teacher with thirty students could become Premium, share a notebook with the class, and everyone in the class could edit it, regardless of what type of subscription they have. At least, that is how I understand the system.

However, the students could not share an editable notebook with the teacher, even though the teacher is Premium. The student(s) sharing the notebook(s) would have to become Premium before they could extend that ability to the teacher.

#8 gazumped

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Posted 01 January 2013 - 03:46 PM

I'm beginning to worry about my addle factor now.. The full query was -

Can non-premium users add Notes (not edit as you say above) to a Shared Notebook they have been invited to join?


Which I got as: if you're non-premium, AND (see other posts..) not invited to edit, can you still add notes. By me, that's still no. You have to have the invite extended as GM says above. If you share a notebook in recent versions of Evernote, you have the options to allow:
  • View notes only
  • View notes and activity
  • Modify notes
  • Modify notes and invite others
With the modify option, there used to be a warning that you had to be a Premium user to make changes, which now seems to have disappeared. Seems to suggest that either I was wrong or this restriction has changed - but you might want to test it out before making any rash promises!

You do need to be a Premium user to allow others to edit in the first place - just tested that on my 'other' account and while the option box says "invite others to view or edit this notebook" the permissions I'm offered are only the first two above. There is no 'modify'.

Thankyouverymuch.

I use Evernote constantly but don't speak for them.  Opinions here are my own based (more or less) on age,  experience,  and common business sense.  

Evernote read what's posted here,  and take it into consideration setting priorities;  they don't normally comment on individual cases,  or offer any forecasts or promises on whether or when a new feature might be released.  

 

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#9 roschler

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Posted 01 January 2013 - 03:52 PM

Hello gazumped,

I just did a round if Invites and my experience concurs with your latest post and GrumpMonkey's above that. Premium users can Invite and allow those joining to modify notes. The "others" don't have to be premium.

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#10 GrumpyMonkey

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Posted 01 January 2013 - 03:54 PM

I'm beginning to worry about my addle factor now.. The full query was -

Can non-premium users add Notes (not edit as you say above) to a Shared Notebook they have been invited to join?


Which I got as: if you're non-premium, AND (see other posts..) not invited to edit, can you still add notes. By me, that's still no. You have to have the invite extended as GM says above. If you share a notebook in recent versions of Evernote, you have the options to allow:
  • View notes only
  • View notes and activity
  • Modify notes
  • Modify notes and invite others
With the modify option, there used to be a warning that you had to be a Premium user to make changes, which now seems to have disappeared. Seems to suggest that either I was wrong or this restriction has changed - but you might want to test it out before making any rash promises!

You do need to be a Premium user to allow others to edit in the first place - just tested that on my 'other' account and while the option box says "invite others to view or edit this notebook" the permissions I'm offered are only the first two above. There is no 'modify'.

Thankyouverymuch.


I think the OP was asking about sharing with her boss. There was nothing there about view only, so presumably, the boss could foot the bill, become Premium (or better yet, Business) and invite the OP to join one of his notebooks. This would enable both of them the power to modify notes there (assuming the boss gave those permissions). Your advice (my interpretation here) seems to suggest that they both have to become Premium (http://discussion.ev...nt/#entry159785) and I don't think that is the case (see this page for an outdated screenshot of the Mac http://www.princeton...e-notebook.html).

For Roschler, you are correct. I missed that part of his post in parenthesis (my own addled brain). If the owner of the Premium account shares a notebook and does NOT allow modifications, then no one can modify them except Roschler (it doesn't matter if the invitees are Premium, Business, or Free).

[EDIT:] Wait a second! I know why I "missed" that part of Roschler's post. I was quoting your post gazumped, and you edited out the parentheses. Very tricksy of you :)

#11 roschler

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Posted 01 January 2013 - 04:12 PM

[EDIT:] Wait a second! I know why I "missed" that part of Roschler's post. I was quoting your post gazumped, and you edited out the parentheses. Very tricksy of you :)


My desire for brevity led you astray! I do penance now. :)

" tricksy". Is that a typo or do I detect a fellow Tolkien fan? Roschler not false! :lol:

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#12 GrumpyMonkey

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Posted 01 January 2013 - 04:31 PM

[EDIT:] Wait a second! I know why I "missed" that part of Roschler's post. I was quoting your post gazumped, and you edited out the parentheses. Very tricksy of you :)


My desire for brevity led you astray! I do penance now. :)

" tricksy". Is that a typo or do I detect a fellow Tolkien fan? Roschler not false! :lol:

-- roschler


Gazumped was the tricksy one this time (he omitted those parentheses in his quotation). And, your elf eyes do you justice -- it is, indeed, a Tolkien allusion. I think I could duel with Stephen Colbert over our Middle Earth knowledge :)

#13 gazumped

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Posted 01 January 2013 - 04:42 PM

I rely on my ".." to indicate that there was content there. Honest. :P

I use Evernote constantly but don't speak for them.  Opinions here are my own based (more or less) on age,  experience,  and common business sense.  

Evernote read what's posted here,  and take it into consideration setting priorities;  they don't normally comment on individual cases,  or offer any forecasts or promises on whether or when a new feature might be released.  

 

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#14 GrumpyMonkey

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Posted 01 January 2013 - 04:46 PM

I rely on my ".." to indicate that there was content there. Honest. :P


OK. We'll give you a pass on that one. Kind of like when you tell Mrs. Gazumped that you went out with the guys, yadayadayada, and now you're stumbling in the door at 6:00 in the morning with a tattoo on your face and crazy photos on your camera :)

#15 gazumped

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Posted 01 January 2013 - 04:53 PM

That was last night! :D

I use Evernote constantly but don't speak for them.  Opinions here are my own based (more or less) on age,  experience,  and common business sense.  

Evernote read what's posted here,  and take it into consideration setting priorities;  they don't normally comment on individual cases,  or offer any forecasts or promises on whether or when a new feature might be released.  

 

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EN Mobile 5.8 Beta 2 | Galaxy S3 Android 4.1.2 | Chrome - EN Desktop 5.2.0.2503 (270503) Prerelease | Dell Inspiron W8.0 | Chrome + Clipper & Clearly | MS Office 2013 (also Vista and W7)
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#16 roschler

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Posted 01 January 2013 - 05:10 PM

Gazumped was the tricksy one this time (he omitted those parentheses in his quotation). And, your elf eyes do you justice -- it is, indeed, a Tolkien allusion. I think I could duel with Stephen Colbert over our Middle Earth knowledge :)


I'm part Hobbit, part Orc. Sad story really. I'd rather not go into it. :D

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#17 cbrennan

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Posted 04 January 2013 - 04:05 PM

Another newbie here! I'm feeling very stupid right now, because I cannot see the "Shared tab" in order to "manage shared notebooks." Where is it???

#18 gazumped

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Posted 04 January 2013 - 04:09 PM

Ah. Someone moved that a while ago. What exactly are you trying to do, and what's your OS?

I use Evernote constantly but don't speak for them.  Opinions here are my own based (more or less) on age,  experience,  and common business sense.  

Evernote read what's posted here,  and take it into consideration setting priorities;  they don't normally comment on individual cases,  or offer any forecasts or promises on whether or when a new feature might be released.  

 

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#19 cbrennan

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Posted 04 January 2013 - 05:56 PM

Hello gazumped!
I'm simply trying to share notebooks with my boss...Using Evernote via Microsoft Windows XP...

#20 GrumpyMonkey

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Posted 04 January 2013 - 06:11 PM

You should be able to right-click on a notebook and select from the menu options to share. See the manual for Windows in my signature below. It is a little anemic at the moment, but perhaps that is because a major overhaul is on the way like we saw with Mac :)

There is no shared tab anymore, of course, but everything else (I think) ought to work fine. I am not on my computer at the moment, so cannot test for sure. Sorry.





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