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This web-based citation management system will save you time. Use this guide to learn how!

Documents in RefWorks

Before you can add a document to RefWorks, make sure you have it saved somewhere on your computer and know which folder to access.

  1. In your RefWorks account, select the reference that you want to add a PDF or other document to
  2. A pop-up window should appear for the reference, select the edit (pencil) icon in the upper right corner.
  3. Find the attachments field and select Add an attachment
  4. Select the document from your computer and Open
  5. The document should automatically begin uploading
  6. When it has finished uploading, select SaveSteps 1 to 6

If you have uploaded documents into RefWorks you can easily highlight text and add notes. You may also be able to annotate documents that have been shared with you as long as you have been given permission to do so.

  1. Select the reference with the uploaded document and click the Read button in the viewing pane.Read document screenshot
  2. The document will display in the RefWorks reader. You will see several options along the top:
    • Zoom In or Out
    • Print
    • Download
    • Highlight
    • Comment
    • Add Notes
    • Edit the reference
  3. To highlight text or add a comment, select the corresponding icon in the top menu and select an area of text.
    • Note: Any comments will appear to the far right of the of the document and you have the option of changing the color of your highlighted text and comments by clicking on the More option for the comment and selecting a new color. You can also edit or delete comments. Once you type a note, it is automatically saved.Read document view screenshot 
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