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EndNote Desktop: Working with PDFs

Information on how to use many of the tools and features in EndNote, a tool that can help you store and organize citation information and format bibliographies and papers.

Importing PDFs

Working with PDFs

  • In EndNote, you can open and annotate a PDF file using the PDF Viewer Panel.
  • Opening the PDF Viewer Panel
    • Double click on a reference with an attached PDF file (indicated by the presence of a paperclip symbol).  This will open the reference window.  
    • Click on the PDF tab above the toolbar.  The PDF Viewer Panel will open.
  • Using the PDF Viewer Panel
    • The toolbar at the top of the PDF Viewer Panel has several options that allow you to add notes, highlight text and find words and phrases within the PDF document.  
    • Hover your cursor over an icon to view text explaining its function.
  • Add Notes
    • Use your cursor to highlight the text in the PDF document where you wish to add a note.
    • Click on the Sticky Note button in the toolbar at the top of the PDF Viewer Panel.  A Sticky Note icon will appear next to the highlighted text.
    • Double-click on the Sticky Note icon to display a text box.  Type your notes in the text box.
    • Click the Save PDF button in the toolbar to save your changes.
    • To delete a note, click on the Sticky Note that you wish to remove and press the Delete button on your keyboard.
    • Note: You cannot move notes within a PDF document.
  • Highlight Text
    • Use your cursor to highlight the text in the PDF document that you wish to highlight.
    • Click on the Highlight Text button in the toolbar at the top of the PDF Viewer Panel.  The selected text will be highlighted in yellow.
    • Click the Save PDF button in the toolbar to save your changes.
  • Using the Find Feature
    • Enter words or phrases in the search box in the toolbar at the top of the PDF Viewer Panel.  The Find feature searches within the PDF document that is currently open.
    • Click on the Next and Previous buttons to navigate to the next or previous instance of your search word or phrase.

PDF Viewer Panel

  • In EndNote, you can open and annotate a PDF file using the PDF Viewer Panel.
  • Opening the PDF Viewer Panel
    • Double click on a reference with an attached PDF file (indicated by the presence of a paperclip symbol).  This will open the reference window. 
    • Click on the PDF tab above the toolbar.  The PDF Viewer Panel will open.
  • Using the PDF Viewer Panel
    • The toolbar at the top of the PDF Viewer Panel has several options that allow you to add notes, highlight text and find words and phrases within the PDF document. 
    • Hover your cursor over an icon to view text explaining its function.