Unit 4: Tools and Add-ons
Managing PDFs
You have the option of uploading and attaching certain file types to references in RefWorks.
You can upload a variety of file types, but this guide will focus on how to annotate PDF documents within RefWorks.
The available options are similar to those provided by other software such as MS Word and Adobe Acrobat, so you should decide which option is best for you before proceeding.
Access and Annotate PDFs
- To access a file attachment in a reference, click on the reference and select either 'Read the selected document', or click the filename in the 'Attachments' field of the reference.
- In the file viewer, you can scroll through and view the content of the document. There are also some options provided in a toolbar near the top of the viewer you can use.
- The magnifying glass icons allow you to zoom in or our of the document.
- The print icon allows you to print the document.
- The download icon allows you to download a copy of the document.
- You can add notes to the document using the notes button at the top-right of the screen.
- The edit reference (pencil) icon allows you to edit the reference the document is attached to.
- If you select text within a PDF or other text document, you can click the highlight text (A) button to highlight your selection. You can also click the comment (speech bubble) icon to add a comment to the document.
