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6/1/2026

ENDNOTE: What you need to edit references in documents that use EndNote

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Have you ever been sent a document where the author has used EndNote to add the references and you're not sure where to start? Here are a few tips to get you going.

What you need

You will need:
  1. your own copy of the EndNote software;
  2. a copy of the EndNote library that was used to insert the reference citations; and
  3. the EndNote output style that complies with the reference style your client needs.
Ask the author to send over a copy of the library with the references in the document. They may also be able to send over a copy of the EndNote output style as well, otherwise there are many styles available here.

What to do next

Open up your Word document and click on 'Go to EndNote' in the EndNote tab to make sure that Word is using the correct library. 
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You will get a pop-up box asking you to open an existing library or to create a new one. Open the library that the author sent over to you.
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How to apply the correct style to your citations and references

Make sure that the same output style is selected in EndNote, by clicking on Output Styles in the Tools, menu ...
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... and in Word, by selecting the correct reference style from the drop-down box ...
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The output style you choose will affect how the reference citations appear in the text as well as how the actual references are styled in the reference list or bibliography.

Before you start editing

Update all the citations and references using the 'Update Citations and Bibliography' button in the Style section of the EndNote tab to make sure that the correct output style has been applied in your document.
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Have a look at the results

Once you've updated the reference list or bibliography you can have  a look and see if there are any problems. EndNote usually puts the reference list right at the end of the document  – whether you want it there or not.
​
Remember, there is no point editing the EndNote bibliography in Word as any changes that you make will be overwritten when you update the citations again. You will need to make any changes to the references directly in the EndNote library.

Using EndNote allows you to easily change your reference style

You can change the style for the citations and references in your document just by selecting a different output style. Here are three different examples ​ – and there are many more!
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That's it for now ...

There are many reasons why using EndNote can take away some of the pain of dealing with references. But it's not all plain sailing ... I'll talk about some of the issues I've encountered when editing documents that use EndNote in another post.

For other EndNote tips, see:
Using EndNote to style references in documents that don't use EndNote
What to watch out for when you're editing in EndNote
Using abbreviations for journal names in EndNote 
​
Checking your document for reference management systems

Author

Andrea at Yours Truleigh Editing.
www.yourstruleighediting.com

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    Author

    Andrea at Yours Truleigh Editing
    I'm an editor based on the south coast of the United Kingdom. I use Word tools to make the editing process as effiicient and accurate as possible, and I'm hoping to share some of the tips and techniques I've picked up along the way. I'm an enthusiastic and grateful member of the Chartered Institute of Editing and Proofreading. Editorial freelancers benefit hugely from being part of supportive organizations:  for direct support for our work, such as training and providing routes for our clients to find us, but also for community, which is needed now more than ever. 
    Please note: all Word tips are based on Word 365 for PC. 

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