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(Archived) Do Docs In Evernote Update Automatically


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Hi All,

I have been inserting Word documents into Evernote after creating quotations and was wondering if I have to re insert if I change the quote in Word, or do they automatically update?

Thanks for your help.

Best regards

Chris

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  • Level 5*

Are you talking about the Windows client? In Windows, you should be able to double-click on the document in your note, MS Word will fire up, you make your changes, Save and exit, and the updated document should be stored in the note.

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Hi Jeff,

Thanks for the information. Yes I am talking about Windows. But it tends to work the other way round for me. I use Maximizer as a CRM and a customer calls up to get a quotation changed. I open the MS Word quote via Maximizer and make the change. The problem I have is how Evernote which already has a copy of this quote reacts. Will it change automatically or do I have to then search for the quotation in Evernote, delete it then copy the updated version in again?

I have to say this is a rare ocurrence as a quotation that is changed a few days later is given an additional number. So if quotation Q101422 is updated it will become Q101422/1. But if, as today I copied the quote into Evernote against the notes I made after discussing with the customer. Then I noticed an error in the quotation which had not yet been emailed. So a quick change was made then it was emailed. Then the thought of how Evernote handles the attached document came to me!

Best regards

Chris

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No, a change of the original document a copy of which is stored in EN is not noticed by EN. Either you have to work in the copy within EN or perform the search and exchange work mentioned by you.

Best regards, EvB.

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Hi EvB,

Many thanks for that. It is not a problem, just as long as I know and am not missing anything obvious. Then it is about making sure my work flow operates in the correct way.

Best regards

Chris

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