In my work with clients to help them get their paperwork and information in order, we always create a hard copy folder called "Vital Documents." Inside this folder, we store physical originals or copies of important items such as birth certificates, drivers licenses, passports, Social Security cards, insurance policies and so on. This practice helps give my clients peace of mind that they can find this vital information if they ever need it.
Holy moly we're six weeks into my Evernote Basics series already! We've covered the introduction, how to capture information within Evernote, how to annotate images and how to use Evernote to capture and share your favorite recipes. This week I want to share how easy it is to capture and store vital information and find it in an instant.
Have you ever been on vacation and gotten a call that all was NOT well at home? Flood. Fire. Break-In. Emergency vet visit. Things can happen when you're away from home and although you may have hard copies of your vital documents and information in a fire safe in your house, they do you no good when you're away.
This is where Evernote saves the day.
Create a notebook called Vital Documents where you drop all the above-mentioned pieces of information, along with countless others that you'd want to have access to in a crisis. These could include hand written notes with bank account numbers and contact information, photos of your credit cards, scanned copies of powers of attorney, wills, trusts, business cards with doctors names and contact info, and your financial adviser's contact info just to name a few. If you have a spouse or kids, you can share the notebook (or only certain notes in it) with them too.
For additional security for your personal information, I recommend encrypting the text in these highly confidential notes as well as adding a passcode lock to your Evernote mobile app. Encrypting is EASY as pie too! On the desktop version of Evernote, simply highlight the text you wish to encrypt, right click it and select "Encrypt Selected Text." You'll be prompted to create a passphrase, and then type it a second time to confirm. NOTE: This is a special passphrase you'll use only for encrypting. This is not your Evernote password. If you ever forget your encryption passphrase, you're SOL, because Evernote CANNOT access it.
Having all your important information stored in Evernote will give you peace of mind that even if something should happen to your hard copies AND your computer hard drive, that you'll be able to access the information immediately via the web, your mobile app or your desktop client.
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