Get started with EndNote 20 by following these help guides.

Note: Our Software training resources page has EndNote 20 training manuals (as PDFs) for Windows and Mac.

5. Add references and reference lists in Word

Adding a reference

Insert a citation

In Word:

  1. Ensure the required library is open in EndNote.
  2. Place your cursor where you want to add the reference.
  3. Click the EndNote 20 tab in Microsoft Word. Click Insert Citation.
  4. Enter a word, phrase or title to find the correct reference(s). Select it.
  5. Click the Insert drop down arrow. (You can also select different formats from the menu.)
  6. Your reference will be added in-text and included in the reference list.

Insert selected citation

In EndNote:

  • Select the reference(s) you want to insert in your document.

In Word:

  1. Place your cursor where you want to add the reference.
  2. Click the EndNote 20 tab in Microsoft Word. Click Insert Citation drop down.
  3. Select Insert Selected Citations.
  4. Your reference will be added in-text and included in the reference list.

PDFs with a screenshot of the process:

Edit your references

  • Sometimes you may need to customise an in-text citation to format it correctly for your required referencing style
  • Use the Edit & Manage Citation(s) option in the EndNote 20 menu. If you don't use this option, any changes may be removed.

Change reference format

In Word:

  1. Highlight the inserted in-text citation.
  2. Click to the EndNote 20 tab and select Edit & Manage Citation(s).
  3. Click Formatting (Win) or Format (Mac) dropdown menu to select the display option. For example, Author (Year).
  4. Click OK and the format of your reference will update. 
  5. You can repeat these steps to remove the formatting.

Add page numbers or other information

  1. Highlight the inserted in-text citation.
  2. Click to the EndNote 20 tab and select Edit & Manage Citation(s).
  3. You can add custom text to these fields:
    • Prefix -  to add a word or phrase at the beginning of your in-text citation.
    • Suffix - to add a word or phrase at the end of your parenthetical citation.
    • Pages - enter a page number or range of pages to the in-text citation eg. for direct quotation.
    1. Click OK and your citation will update to the format you selected.
    2. You can repeat these steps to remove the added details.

    PDFs with a screenshot of this process: