Evernote Business offers document capture, organization, collaboration tools, and integration with several business applications to keep teams aligned and informed.
Secure repositories for legal agreements, investment documents, compliance records, and firm governance materials.
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Data Encryption Files are encrypted at rest and during transmission. |
Evernote Business uses HTTPS for data transmission and AES encryption at rest per their security documentation. | |
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Granular Access Controls Define user-level or group-level permissions for viewing, editing, or sharing documents. |
Evernote Business supports setting notebooks and notes with permissions at user and group levels. | |
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Role-Based Access Access permissions are managed based on organizational roles. |
Admin console allows setting roles and assigning permissions based on organizational role/group. | |
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Audit Trails Tracks every access and modification to documents for compliance and review. |
Evernote Business provides an activity history for notes, including views and changes, suitable as an audit trail for document modifications. | |
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Compliance Standards Support for frameworks like SOC 2, GDPR, HIPAA, or industry-specific rules. |
Evernote is SOC 2 Type II compliant; GDPR information is available on their Trust & Privacy Center. | |
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Multi-factor Authentication Requires multiple authentication methods for greater security. |
Evernote supports multi-factor authentication (MFA) for business accounts. | |
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Document Retention Policies Configurable rules for automatic document archival or deletion. |
No information available | |
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Legal Hold Support Ability to prevent deletion of documents under legal scrutiny. |
No information available | |
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Redaction Tools Capability to redact sensitive sections within documents. |
No information available | |
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IP Whitelisting/Blacklisting Restrict or allow access by IP address. |
No information available |
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Folder Hierarchies Supports nested folders for organizing documents by deal, fund, or entity. |
Evernote supports notebook stacks (folder hierarchies) for organization. | |
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Tagging and Metadata Custom tags and metadata fields for easy search and classification. |
Notes can be tagged with user-created metadata/tags. | |
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Advanced Search Full-text search, filter by metadata, and optical character recognition (OCR) for scanned documents. |
Full-text search supports OCR for images and search by tags and metadata. | |
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Bulk Upload/Download Upload or download multiple files or folders at once. |
Evernote Business supports bulk note exporting and note import, although bulk uploading entire folders requires the desktop client. | |
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Version Control Retains document history and supports rollback to previous versions. |
Version history is retained for notes in Business accounts (note history feature). | |
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Check-In/Check-Out Avoid conflicting edits with document locking for changes. |
No information available | |
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Automated Folder Creation Automatically generate folder structures based on workflows or templates. |
Spaces and notebooks can be created automatically based on business workflow via API or integration. | |
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Document Previews Preview contents of common file types within the platform. |
Evernote supports previews of attached PDFs, images, and Office docs. | |
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File Size Limit Maximum file size supported per upload. |
No information available | |
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Total Storage Capacity Total storage available for the organization. |
No information available | |
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Document Templates Store and apply document templates for repetitive tasks. |
No information available |
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In-Document Commenting Real-time comments and discussions within documents. |
Real-time commenting available in Spaces and notes. | |
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Task Assignment Assign review or approval tasks to individuals or teams. |
No information available | |
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Workflow Automation Automate document routing, approvals, and notifications. |
No information available | |
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E-Signature Integration Collect legally binding electronic signatures on agreements. |
No information available | |
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Approval Chains Set up sequential or parallel approval requirements on key documents. |
No information available | |
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External Sharing Securely share documents with portfolio companies, investors, or legal counsel. |
External sharing with guest links, access controls, and permissions for notes and notebooks. | |
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Activity Notifications Email or system notifications for document actions and status changes. |
Notifications via email and in-app for shared note edits and mentions. | |
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Watermarking Automatically watermark downloaded or shared files. |
No information available | |
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Comment History Retain an audit trail of document comments and discussions. |
Comment history is retained in Space and note discussions. | |
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Co-authoring Multiple users can edit documents simultaneously. |
Multiple users can edit and comment on notes simultaneously. |
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APIs Robust API access for custom integrations and automation. |
Evernote has a public REST API for integrations and workflows. | |
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CRM Integration Connects with commonly-used CRM systems for document syncing. |
Evernote integrates with Salesforce, Microsoft Teams, Slack, and other CRM tools via integrations. | |
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Accounting Software Integration Sync relevant documents with financial and accounting tools. |
No information available | |
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Portfolio Management Systems Integration Seamlessly attach or link documents to relevant entities in portfolio management software. |
No information available | |
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Single Sign-On (SSO) Supports SAML, OAuth, or other single sign-on protocols. |
Single Sign-On is supported for Business plans using SAML per support documentation. | |
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Cloud Storage Integration Integrates with cloud storage providers (e.g., Box, Dropbox, Google Drive). |
Supports integration with Google Drive, OneDrive, Dropbox for file attachments and linking. | |
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Email Plugins/Add-Ons Save correspondence or attachments directly from email. |
Email-to-Evernote and Outlook Add-In available to save emails and attachments directly. | |
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Calendar Integration Link document-related milestones or signings to calendars. |
No information available | |
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Custom Webhooks Trigger external workflows based on document events. |
No information available | |
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Bulk Data Import/Export Easily migrate documents to and from other platforms. |
Notes and notebooks can be imported and exported as ENEX files for bulk migration. |
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Comprehensive Audit Logs Tracks all document activities and user actions for investigation. |
No information available | |
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Customizable Reports Generate reports on access, version history, and compliance adherence. |
No information available | |
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Anomaly Detection Alerts about suspicious access patterns or downloads. |
No information available | |
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Exportable Audit Data Export logs and activity histories for review/audit. |
No information available | |
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User Access Reports Report showing who has accessed which documents. |
No information available | |
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Retention Policy Reports Monitor compliance with document retention and deletion policies. |
No information available | |
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Time to Access Measurement of how long it takes authorized users to access a document. |
No information available | |
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Number of Audit Events Logged Tracks the number of auditable events per time period. |
No information available | |
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Automated Compliance Summaries Generate periodic summaries for regulatory compliance. |
No information available | |
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Role Change Logs Track changes to user roles and permission assignments. |
No information available |
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Intuitive User Interface Modern, clean, and easily navigable UI. |
Modern web and mobile apps with regularly refreshed UI design. | |
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Multilingual Support User interface available in multiple languages. |
Language support for English, French, German, Spanish, Italian, Portuguese, Japanese, and more (see Help Center for details). | |
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Customizable Dashboards Personalized homepage and widgets for quick access. |
Dashboard (Home) layout is customizable per user and supports widgets. | |
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Mobile App Availability Dedicated mobile apps for iOS and Android. |
Evernote offers native mobile apps for iOS and Android. | |
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Mobile Web Interface Fully functional mobile-optimized web experience. |
The Evernote web app is mobile-optimized and accessible via any mobile browser. | |
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Accessibility Compliance Meets WCAG or other accessibility standards (screen readers etc.). |
No information available | |
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User Onboarding Tools Tutorials, guides, and tooltips for new users. |
Guided onboarding and tooltips are provided to new users. | |
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Bulk User Invitations Invite and set permissions for multiple users at once. |
Bulk invite via CSV upload and Evernote admin console supported. | |
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Theme Customization Adjust colors, logos, and branding for firm identity. |
Custom branding for Evernote Business available with logo upload and theme tweaks for organizations. | |
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Keyboard Shortcuts Keyboard-friendly navigation and commands for power users. |
No information available |
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Document Checkpoints Define key milestones in the workflow (e.g., draft, negotiation, signed, archived). |
No information available | |
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Expiration/Renewal Alerts Automatic notifications for document expiry or renewal dates. |
No information available | |
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Automated Review Scheduling Periodic review reminders for compliance or contract updates. |
No information available | |
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Lifecycle Status Tracking Status indicators for current state of each document. |
Status tracking is available via notebook and note statuses in collaborative views. | |
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Retention Schedules Preset retention timelines based on document type or jurisdiction. |
No information available | |
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Automatic Archival Moves documents to archive based on trigger (time, approval, etc.). |
No information available | |
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Ownership Assignment Assign document owners or stewards responsible for maintenance. |
Notes and notebooks support assigning owners/editors responsible for upkeep. | |
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Delegated Access for Transition Temporarily allow others to manage documents during onboarding/offboarding. |
No information available | |
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Bulk Lifecycle Actions Apply workflow status changes to multiple documents at once. |
Supports moving and bulk updating multiple notes (tagging/status/move between notebooks). | |
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Linked Documents Associate documents that are related (e.g., amendments to original contracts). |
No information available |
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Uptime Guarantee Guaranteed percentage of availability uptime. |
No information available | |
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Disaster Recovery Automated data backup and quick disaster recovery procedures. |
Automated data backups and redundancy are described in Evernote's security documentation. | |
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Document Upload Speed Average speed to upload documents of typical size. |
No information available | |
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Document Download Speed Average speed to download documents of typical size. |
No information available | |
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Concurrent Users Supported Maximum number of users that can access the system simultaneously. |
No information available | |
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Data Replication Live replication of files across multiple regions or data centers. |
No information available | |
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Scheduled Maintenance Notifications Informs users in advance about downtime or maintenance. |
No information available | |
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Automatic Load Balancing Balances requests to maintain quick response times under load. |
No information available | |
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Service Status Page Displays real-time system status and incidents. |
No information available | |
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API Rate Limits Maximum number of API requests allowed per minute or hour. |
No information available |
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Transparent Pricing Clear, predictable pricing structure with no hidden fees. |
Pricing is clearly listed on the web site with no hidden fees. | |
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Per-User Pricing Option Licenses based on user count. |
Per-user pricing is the main model for Evernote Business. | |
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Unlimited Storage Option Availability of plans with no storage cap. |
No information available | |
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Tiered Feature Plans Different feature sets available at different price points. |
Features are tiered between Personal, Professional, and Teams/Business plans. | |
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Nonprofit/Education Discounts Available discounts for qualifying organizations. |
No information available | |
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Annual vs. Monthly Billing Offers both billing frequencies. |
Both annual and monthly billing available. | |
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Trial Availability Free or low-cost trials for evaluation. |
Evernote Teams offers a free trial for new business customers. | |
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Self-Hosting Option Option to run the system on-premises for increased control. |
No information available | |
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Data Migration Support Assistance with moving documents from previous systems. |
Support is available for paid customers during data migration, per knowledge base articles. | |
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Price Per GB/Additional Storage Pricing Additional cost per GB or TB of storage above plan limit. |
No information available |
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24/7 Support Availability Round-the-clock help via chat, phone, or email. |
Support is available via chat or email 24/7 for Business plans. | |
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Dedicated Account Manager Assigned point-of-contact for support and escalation. |
No information available | |
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Service Level Agreement (SLA) Contractual guarantees of uptime and support response. |
No information available | |
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Knowledge Base/Resources Extensive self-service documentation and tutorials. |
Comprehensive knowledge base and tutorials available online. | |
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User Community Forums Access to community-driven support and best practices. |
User community forum available at discussion.evernote.com. | |
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Vendor Financial Stability Evidence of vendor’s long-term viability. |
Evernote public company, continuous operation since 2008, acquired by Bending Spoons Group S.p.A. in 2023. | |
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Customer References References from similar firms or industries. |
Customer references and case studies are listed on the Evernote Business web page. | |
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Onboarding Support Assistance with initial setup and deployment. |
Onboarding/support is available during platform setup. | |
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Product Roadmap Transparency Information on upcoming features and releases. |
No information available | |
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Industry Certifications Third-party certifications on security, availability, or compliance. |
SOC2 Type II, TRUSTe Privacy, and GDPR compliance as per www.evernote.com/security. |
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Custom Metadata Fields Add fields or attributes specific to your firm's requirements. |
Custom tags and fields possible through the API or within note metadata. | |
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Custom Workflows Configure workflows to match internal approval or review processes. |
Business workflows can be automated or semi-automated via Zapier, APIs, and built-in integration tools. | |
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Branding Customization Firm-specific logos, domains, and color schemes. |
Custom company branding is available for Evernote Teams. | |
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Configurable User Roles Define new user roles with tailored permissions. |
No information available | |
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Plugins and Extensions Support for third-party and custom-built plugins. |
No information available | |
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Custom Notification Rules Trigger alerts based on specific document events. |
Notifications can be customized to a degree (e.g., shares, @mentions). | |
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Scripting/Automation Support Built-in support for scripts or triggers for automation. |
Supports scripting and automation via the Evernote API, Zapier, and IFTTT. | |
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Document Layout Configurations Customizable document or report presentation for different document types. |
No information available | |
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Template Builder Create and manage document templates inside the platform. |
No information available | |
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Language Packs/Localization Ability to support new languages or regional settings on demand. |
No information available |
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