Using Evernote for Genealogy: Organize Records With a Table of Contents Note

Using Evernote for Genealogy: Organize Records With a Table of Contents Note

Create a handy table of contents for all your Evernotes using a name or keyword in 4 steps.

Evernote is a fantastic, free (with premium features) tool for organizing and storing genealogy documents and photos.
 
Did you know you can set up a Table of Contents note from a tag or a search term? It’s a great way to keep track of all the documents that list one person and connect them all to that person. This is especially helpful for linking individuals to censuses, city directories and other records that contain multiple names.
 
 

Here’s how to do it:

  1. Make a note for every record that has information about the person, and add his or her name as a tag to each note.
  2. Go to the tag view and choose the tag for the person’s name.
  3. Select all the tags by clicking Control+A on a PC or Command+A on a Mac. This will automatically gather all the notes with that tag and open a panel that offers several options.
  4. Click on the option for Create Table of Contents Note. The new note is complete with links to the other notes naming the person.
Learn more tricks for organizing your research with Evernote in these resources:

 

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