Skip to main content

Library Subject Guides

EndNote Guide: Managing PDFs with EndNote

EndNote Files

Download Links

EndNote X8 for MAC OS X

EndNote X8 for Windows

The current version is EndNote X8. Once you have installed the download from this page you will get automatic prompts when updates are available. You will be asked for your UC login.

Additional Files

The Library provides some modified and additional Filters, Connection, and Styles files which are useful for this University.

 Note that any zipped files need to be 'unzipped' i.e. right-click and choose the extract command.

Download:

Managing PDFs

Attaching PDFs to references 

  1. Select the reference for the PDF in your EndNote library.
  2. Right click, then select File Attachments and Attach File.

Or select the reference for the PDF and click on the paperclip icon from the Quick Edit tool bar to attach the pdf

Set up automatic PDF attachment

  1. Create a folder on your computer called EndNote PDF Downloads or similar
  2. Go to Edit -> Preferences -> PDF Handling
  3. Tick Enable automatic importing
  4. click Select Folder and browse to the folder you created in step 1 above
  5. Save PDF files for records you have already exported into your EndNote library to the folder created in step 1 above and they will be automatically attached to the record by EndNote

Search fulltext PDFs

  1. Select reference(s) in your EndNote Library.
  2. Right click and select Find Full Text

    3.  EndNote will search and attach PDFs if they are found.

Importing existing PDFs into EndNote

You can import PDFs into EndNote and, in many cases, EndNote will populate all reference fields in your EndNote library using its Digital Object Identifier (DOI).

1. Open your EndNote library and click File -> Import -> File

2. Click Choose and locate a PDF you wish to convert to a reference in  your EndNote with the PDF attached. If you have a collection of PDFs saved in one folder, choose File -> Import > Folder

3. Choose PDF as your import option. Click the Import button.

Note: If the DOI is not present, the PDF will be imported, but not the full reference fields. In this case, right click the reference, then choose Find Reference Updates  to locate its reference fields. Otherwise, you may have to manually type its reference fields.