Working with Shared Documents in Word Online

Working with Citations

Documents in Word Online can be shared with other Word Online users, and those sharing the document with editing rights can add EndNote references from their own EndNote Web libraries. After a reference has been added, anyone with editing rights can edit the citation in the document. Keep these points in mind when working on shared documents.

Multiple users can insert citations and the user can see the references added by other users, but there is no way to track which references were cited by whom.
Those working on the document can only insert references from their own library. They will not have access to groups shared with them through EndNote online. To use references shared through EndNote online you must use the Word desktop application (see Using Cite While You Write with EndNote Online).
When a user is editing or adding a citation and another user updates the document at the same time, Word Online controls which changes are saved, not EndNote.
Citations must be edited using the EndNote sidebar. Any manual changes to the citations or bibliography will be overwritten when the citations are updated.

Adding References to an Existing Citation in a Shared Document

To add a reference to an existing citation in the document without using Manage citations, place your cursor next to the existing citation, with no space between the cursor and the citation, and enter the reference as you normally would. The reference will be inserted next to the existing citation as a temporary citation and will be merged with it when the citations are updated (If there is a space between your reference and the existing citation, a new citation will be created instead of adding your reference to the existing citation.) (See Inserting References in a Word Online Document.)

To add new references from your own library using Manage citations:

With your document open in Word Online, click on the citation you want to add references to.
Click the Add references button to see a list of references in your library.
Select the references from the list to add to the selected citation. For information about searching for references and limiting the search to specific groups, see Inserting References in a Word Online Document.
Click the Close button.
Click the Update citations & bibliography button to update the citation(s) in your document.

Removing References from a Shared Document

You can also remove references from an existing citation, even if they were added from another library. To remove a reference from a citation in the document, select the citation, then click the Remove reference (x) button in the Edit citations dialog, as shown below.

To remove an entire citation from the document:

Select the citation in the document.
In the Edit citation dialog, click the Remove citation button (the small trash can ) for the citation.
A confirmation dialog will appear. To remove the citation, click OK. The citation will be removed from the document.

Editing References in an Existing Citation

Other editing of references within an existing citation, such as adding page numbers, prefix text, or suffix text, is done just as if the references had come from your own library. See Editing Citations in Word Online for more information.