In this tutorial, learn about the different plug-ins that connect your RefWorks account to your Word or Google Docs paper. These tools help you add formatted in-text citations and reference lists to your document, which saves you time!
In Microsoft Word, select Insert > Get Add-ins and search for RefWorks.
Please note that you may not have access to the Add-ins if you are using a company device that has this option disabled.
RefWorks Citation Manager is listed. Select Add to install.
Select the RCM tab and click the RCM button. The RCM pane opens on the right side of the document. NOTE: Due to a Microsoft limitation, when using a desktop version of Word (not Word Online), the tab appears only when using Word version 16.0.6769.0000 or later. If the tab does not appear, RCM can still be accessed from the My Add-ons menu.
Log in to RefWorks. Synchronizing data with your RefWorks account. This may take a few moments, especially on your first login. Once you are logged in, the sidebar updates with your references with an icon to the Main Menu on the top left and a refresh icon on the bottom right.
In Microsoft Word, select the RCM tab and select RefWorks Citation Manager.
RCM should open in the right sidebar. Sign-in if you are not already and select New RefWorks as your version.
Select the All References button to select a specific folder or to switch between projects if needed.
Inserting In-text Citations:
Place your cursor at the spot in your document where you'd like to insert your in-text citation.
Find the source you wish to cite in the RCM sidebar.
When you hover your cursor over the source, a "Cite This" button should appear. Select the "Cite This" button to insert your in-text citation.
If you need to edit the citation (remove author last name or year for example), select the in-text citation and an "Edit Citation" screen should appear in the RCM sidebar.
If you need to edit the source information, you'll need to sign-in to your RefWorks account and edit within RefWorks
Creating the Reference Page: To include your reference page automatically, select the 3 bar icon in the upper left corner of RCM and make sure the Bibliography option is On.
Syncing RCM: If you make edits in RefWorks, you may need to sync them with RCM in Word. To do this, select the 3 bar icon in the upper left corner of RCM sidebar and select "Document and references" to refresh RCM with any recent updates.
Updating the Citation Style: If RCM is not set to APA 7th, select the 3 bar icon in the upper left corner of RCM sidebar. The first option in the list should show the citation style, select this option to change your citation style if needed.