I have both Dropbox and Mac Evernote. I'm trying to start using Evernote more than Dropbox for document storage (lots of tax stuff and financial spreadsheets).
Scanning docs into Evernote is really easy with my low end scansnap unit. My issue now is that I'm trying to figure out the workflow for handing Excel spreadsheets in Evernote. As it is now, I simply initially create the Excel spreadsheet in a Dropbox folder, and access it directly from there. And this also works well with Open Recent within Excel. In essence, it's easy to open and edit Excel files in Dropbox folders -- as easy as any folder on my drive.
Now I'm trying to figure out how I do all this in Evernote. From what I see I have to create the Excel spreadsheet somewhere on my drive first, then send it over to Evernote when done. Then, when I want to edit it, I find it in Evernote and open and edit it.
1) Is there an alternative to creating the spreadsheet on the drive, uploading it to Evernote, and then having to delete the original file on the drive?
2) When I edit an attached Excel spreadsheet in Evernote, where is the actual file at that time? Is it creating a temporary file on my drive and then once edited and saved, it saves it to Evernote?
Just trying to get a handle on all this. Would also like to know how to easily copy my Dropbox files to Evernote. Or, if using Excel spreadsheets in Evernote is too unwieldy, perhaps I could continue with Dropbox for spreadsheets, and do some sort of sync with the folders (not that I know how to do that).
Idea
Mark F 2
I have both Dropbox and Mac Evernote. I'm trying to start using Evernote more than Dropbox for document storage (lots of tax stuff and financial spreadsheets).
Scanning docs into Evernote is really easy with my low end scansnap unit. My issue now is that I'm trying to figure out the workflow for handing Excel spreadsheets in Evernote. As it is now, I simply initially create the Excel spreadsheet in a Dropbox folder, and access it directly from there. And this also works well with Open Recent within Excel. In essence, it's easy to open and edit Excel files in Dropbox folders -- as easy as any folder on my drive.
Now I'm trying to figure out how I do all this in Evernote. From what I see I have to create the Excel spreadsheet somewhere on my drive first, then send it over to Evernote when done. Then, when I want to edit it, I find it in Evernote and open and edit it.
1) Is there an alternative to creating the spreadsheet on the drive, uploading it to Evernote, and then having to delete the original file on the drive?
2) When I edit an attached Excel spreadsheet in Evernote, where is the actual file at that time? Is it creating a temporary file on my drive and then once edited and saved, it saves it to Evernote?
Just trying to get a handle on all this. Would also like to know how to easily copy my Dropbox files to Evernote. Or, if using Excel spreadsheets in Evernote is too unwieldy, perhaps I could continue with Dropbox for spreadsheets, and do some sort of sync with the folders (not that I know how to do that).
Link to comment
9 replies to this idea
Recommended Posts
Archived
This topic is now archived and is closed to further replies.