bduncan

It should clean up the old synced Notebooks, but in my experience it does not. I had to do the same thing as PaperQueen: delete and reinstall the entire app on iOS.

I have 5.4.3, and first I went to Preferences > General. Checked "Show note counts in sidebar": http://d.pr/i/CriD. Now it's showing beside "Notes": http://d.pr/i/Okto.

It actually does support Google Authenticator. Works great. You need to set it up with SMS first, but afterwards you can hit the Settings button and switch it over to Google Authenticator.

If I'm understanding the question correctly, no you can't mark specific notes as local vs. synced. It's done on a per-notebook basis. So, I guess what you'd have to do is have a ClientABC and a ClientABC-local notebook or something like that.

Yes, Evernote has the concept of Local Notebooks, so you could use those. They are never synced to the cloud. Of course, that means they'd never be synced to your iPhone and iPad either.

Hi pipkato, thanks for your kind words re: DocumentSnap! Are you on Mac or Windows? I might be able to come up with a workflow where the ScanSnap OCR runs in the background, and then puts it in Evernote. Then you'd get a best of both worlds sort of deal.

You definitely don't want to do the print-sign-scan if you can avoid it. Assuming you're on Windows, recent versions of the free Acrobat Reader have signing capabilities, so you can use that to drop your signature into any PDF that requires it. I wrote a blog post about that a while ago: http://www.documentsnap.com/acrobat-reader-sign-pdf/. You shouldn't need to worry about people accepting it or not. If your signature is a decent-quality scan, they shouldn't be able to tell whether you signed it with your pen and scanned it or with Acrobat Reader. It should look the same. I do this all the time (albeit on the Mac) and have never had a problem.

Switching from Windows to Mac is no problem. It works as you describe - you install the Mac client and all your notes and documents will sync back and forth.

If you want Evernote to attempt to decipher your handwriting, it will need to be in JPG format. As of the current time, Evernote doesn't decipher handwriting in a PDF. Regarding exporting PDFs, yes you can. This is particularly easy on the Mac with the new Save Attachments feature that they added, but I am sure that will be coming to other platforms too.

I like the ScanSnap (as should be obvious from my site), but specifically from the perspective of saving into Evernote, no. The ScanSnap doesn't do anything that the Canon imageFORMULA or even just (as BurgersNFries says) using Import Folders on Windows or an AppleScript on the Mac can do.

You may be able to get away with not using any software at all. You might be able to use your scanner's built in to Evernote, and then set up Evernote to watch that folder and automatically import anything it finds. It is pretty easy to set up, but if you want help I made this video that takes you through it: http://www.documentsnap.com/evernote-import-folder/.

I don't think you'd want to even attempt this without using a document scanner that scans both sides of the page at the same time and then OCRs like a ScanSnap or Canon imageFORMULA. Scanning one side, the other, and then merging would be painful.

Totally agree with jbenson2. I would almost always recommend doing it as a searchable PDF before upload, unless it is handwritten. It does take a bit of extra time, but it shouldn't take an extra step. Most scanner software should be able to do it automatically after scan. Which scanner do you have?

I use one called BetterSnapTool which is pretty good. The one most Mac writers are in love with is called Moom. It looks awesome, but I haven't personally tried it. Might be worth checking features and reviews and seeing if they meet your need.

If you are using a laptop, then yes, you plug a monitor into your laptop. Then you can have the document on one screen and Quicken etc. on the other. If you don't feel like doing that, Windows 7 has a feature called "Snap" which is pretty handy for having side-by-side windows. I made a video about that a while ago if you are interested: http://www.documentsnap.com/video-use-windows-7-snap-to-compare-documents/.