A family of Microsoft word processing software products for creating web, email, and print documents.
Hi @E,
I hope you are doing well.
Thank you for reaching out, and for sharing the details of your setup. According to your description, both of your requirements can be achieved with a combination of EndNote's CWYW tools and a final formatting step.
To do this, please follow these steps:
Step 1: Structure the document
- Organize the document in the following order during the writing phase:
- Introduction, Methodology, Results, Discussion, etc.
- Appendix (with the table containing citations)
- References (leave this heading in place; EndNote will generate the bibliography below it)
- This order ensures that EndNote recognizes every citation in the document, including those inside the appendix table.
Step 2: Insert citations in the main text
- Place the cursor where a citation is needed in the main body (e.g., Introduction, Methodology).
- Go to the Citation & Bibliography tab > click Insert Citation.
- In the dialog, type the author name and details and click Insert.
- Repeat for all citations in the main text.
Step 3: Insert citations in the appendix table
- Click inside a cell in the appendix table where a citation is needed.
- Go to the Citation & Bibliography tab > click Insert Citation.
- Search for and insert the reference just like in the main text.
- Repeat for all citations in the table. This works for references that are unique to the appendix as well as references already cited in the main text.
Step 4: Update the bibliography
- In the References list, click Update Citations and Bibliography.
- Expected result:
- A single bibliography appears under the "References" heading at the end of the document.
- All references from both the main text and the appendix table are included.
- No duplicate entries for references cited in both sections.
Step 5: Convert to static text when the document is fully complete
- Make sure all citations and content are finalized. No further changes should be needed.
- Highlight the citation text, select the dropdown arrow > Convert citation to static text. This removes the link from text citations, turning them into static text.
- Then, highlight the bibliography (the entire reference list under "References").
- Select the dropdown > Convert bibliography to static text. This removes the link from the reference list.
Step 6: Rearrange the appendix in the static text copy
- Select the entire Appendix section (heading, table, and all content).
- Cut it (Ctrl + X).
- Place the cursor after the last entry in the bibliography.
- Press Ctrl + Enter to insert a page break.
- Paste the appendix.
I hope this information is helpful. Please follow the steps above and let me know if it works for you. If not, we can continue working together to resolve the issue.
Thank you for your patience and understanding. If you have any questions or need additional assistance, please don’t hesitate to reach out so I can continue to support you. If you found the response useful, please consider marking it as accepted, as this may help other community members who are looking for similar guidance.
I look forward to continuing the conversation.
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