Use Evernote to save your ideas, things you see, and things you like, then find them all on any computer or device you use.
- First, you need to associate your Evernote account with your Shoeboxed account. Click on the user icon in the top right corner of your Shoeboxed account, choose settings then My integrations.
- On that page under Evernote Export, click Grant permission and then you'll be asked to authenticate with Evernote.
- Once that's done, you can set up auto-archiving to automatically send your documents to Evernote once they've been processed by Shoeboxed. Simply check the box next to Auto-archive and then choose which Evernote notebook where you'd like your documents to be sent. Any documents processed into your Shoeboxed account will be automatically sent to Evernote, but please note that this is not retroactive. You will need to manually export any previously processed documents to Evernote if you wish to have them archived.
- To manually export to Evernote from our tables, click on the appropriate section of your account (Receipts, Business Cards or Other Documents), select the documents you want to export, then click the Choose Action drop-down menu and select Archive in Evernote.