Skip to main content

EndNote X7.7: Adding attachments

Referencing software

Page contents

This page tells you how to

  • attach a document
  • import PDFs
  • view and annotate PDFs

 

Clipart

YouTube tutorial

Attachments

File attachments can be a Word document, PDF, graphic file or spreadsheet.

Highlight the reference. Right hand click on File Attachments>Attach File. Click on the document in your "Downloads" and click Open.
The attached document will now open in the PDF pane. Save the file attachment once you click out of the reference. These references can now be identified in your library by the paper clip icon.

PDFs can also be attached by highlighting the reference and clicking on the PDF icon in the lower window and then on Attach PDF... Navigate to "Downloads" select your PDF and click Open. The PDF will open in the PDF viewer. 

Importing  and creating a reference from PDF files

If a PDF contains a DOI (Digital Object Identifier) in the metadata or the first two pages of the PDF, EndNote can import a file or folder containing several files and automatically create a reference for it. Right hand click on required PDF link and choose Download Linked File As... then save in your Downloads.

To import your PDF file go to File>Import. Locate your PDF. At Import Options: choose PDF File or Folder.  At Duplicates: choose Discard Duplicates. Click on Import.  

View and annotate PDF files 

The PDF viewer allows you to quickly edit a reference and annotate attached PDF files.

To annotate the PDF, click on the Annnotation toolbar... icon and highlight the required text:

  •  Highlights - Click on the Highlight icon  and choose your desired color from the dropdown arrow of the Color Menu
  • Comments -   Click on the Sticky note icon   (the comments box can be resized).
  • The icon next to the paper clip allows you to open your PDF in a new window.

PDF Handling

PDF handling preferences and PDF Auto Import Folder

EndNote X7 enables the automatic import of all your pdfs into your library.  To set up the PDF Auto Import Folder:

  • Create a new folder in your downloads
  • Name folder - e.g. PDF Folder
  • In EndNote from the toolbar go to EndNote X7>Preferences>PDF Handling
  • Choose your preferred Renaming Option
  • Tick Enable automatic importing
  • In the new window navigate to your PDF Folder and click open
  • Click Save

Now whenever you download pdfs into your Downloads they will automatically go into your PDF Folder.  At this stage your pdfs will stimultaneously appear in your EndNote Library (into the Imported window and a citation will alos be automatically created.) and an automatically created Imported folder in your Dowloads. Note that Endnote does not import PDFs from subfolders within the Auto Import Folder.