Setting up Evernote Integration
This guide explains how to configure DocuElevate to create Evernote notes for processed documents.
Overview
The Evernote destination creates one note per processed document. The note contains:
- A visible metadata section populated from DocuElevate's extracted metadata JSON
- The processed PDF attached as an Evernote resource
- Optional tags from
EVERNOTE_DEFAULT_TAGSplus extracted document tags
Required Configuration
| Variable | Description |
|---|---|
EVERNOTE_ENABLED |
Set to false to disable Evernote uploads without removing credentials. Default: true |
EVERNOTE_AUTH_TOKEN |
Evernote developer token or OAuth access token with note creation permissions |
Optional Configuration
| Variable | Description |
|---|---|
EVERNOTE_SANDBOX |
Use Evernote sandbox API endpoints. Default: false |
EVERNOTE_NOTEBOOK_GUID |
Target notebook GUID. If omitted, Evernote uses the account default notebook |
EVERNOTE_DEFAULT_TAGS |
Comma-separated tags to apply to every created note, for example docuelevate,archive |
EVERNOTE_INCLUDE_METADATA |
Include extracted metadata in the note body. Default: true |
Example
EVERNOTE_ENABLED=true
EVERNOTE_AUTH_TOKEN=your-evernote-token
EVERNOTE_NOTEBOOK_GUID=optional-notebook-guid
EVERNOTE_DEFAULT_TAGS=docuelevate,processed
EVERNOTE_INCLUDE_METADATA=true
Metadata and Attachments
DocuElevate reads the companion metadata file next to the processed PDF, for example invoice.pdf and invoice.json. Non-empty metadata fields are rendered into the Evernote note body. Values such as Unknown, empty strings, and null values are skipped.
If the metadata contains a tags field, those tags are applied to the note together with any tags configured in EVERNOTE_DEFAULT_TAGS.
The processed PDF is attached directly to the note using Evernote's resource model, so it appears as a normal Evernote attachment.
Notes
- Evernote tokens can expire or be revoked. If uploads start failing with authentication errors, generate or refresh the token and update
EVERNOTE_AUTH_TOKEN. - If
EVERNOTE_NOTEBOOK_GUIDpoints to a missing or inaccessible notebook, Evernote will reject the note creation request. - Evernote enforces account upload quotas and per-note size limits. Large PDFs may fail if they exceed those limits.