Evernote allows you to create and share templates. Their current implementation of this is better than it was, but still has challenges. The biggest issue is that the formal template feature is only available for people using a paid account. Read further to learn how to use the official and supported template feature, and also a workaround I have used for years.
I use templates to quickly create source citations to accompany the records I found. For many kinds of documents, I have developed color-coded templates for source citation, allowing me to quickly know what I should include when citing record, based on my interpretation of Evidence Explained by Elizabeth Shown Mills.
- To use a template with the paid version of Evernote, create a note you want to use as a template, then click the “More actions …” menu (the three dots to the right of the share button at the top right), then select “Save as template…” Now that you have your template, you can create a new note, then click “… Open Gallery” and select the template that is relevant; it will automatically populate your note.
- To use a template with the free version of Evernote, create a note you want to use as a template. Put that template note in a notebook called “Templates.” When you want to use your template, open it, select the “More actions …” menu (the three dots to the right of the share button at the top right), then select “Copy to…” Then select the notebook where you want to create your note, and the content and a new note will be created in the selected notebook with all of the content of your template.