Registering for an EndNote Account

Registering with EndNote Web/Online

Your purchase of EndNote entitles you to a three-year free subscription to EndNote Web/online and the option to synchronize the references (including files and figures) in your EndNote library with the references in your EndNote Web/online library without having to export and import files.

You must first register and have an active EndNote account to initiate the Sync process. Registration is fast and easy and activates your three-year EndNote account. When completed, EndNote automatically proceeds with the Sync process and updates your new EndNote Web/online library to match the references and custom groups in your EndNote library.

Note: The Sync process includes groups, group sets, group associations, and tags. EndNote online can only display custom groups; EndNote Web can only display group sets, custom groups, and tags.

Activating the Sync Process

I Already Have an EndNote Web/Online Account

There are multiple ways to access the screen to register for an EndNote Web/online account.
1. Click Library Status in the Groups panel, then click Configure Sync to go to a Sync Configuration dialog.
2. Select Sync from the Library menu.
3. Select Preferences from the EndNote Edit menu, then click Enable Sync.
Enter your EndNote account email address.
Enter your EndNote account password.
Click OK.
Read the terms and conditions, then click Agree to accept the terms and conditions and to link your account to your new copy of EndNote.
Click Sync to begin synchronizing your EndNote Web/online library with your EndNote library.

Since you already have an EndNote account, EndNote populates the fields on the Sync Preferences page with the e-mail address and password that you entered on the EndNote Web/online login dialog. You can change the data in these fields if you ever change your email address or password in EndNote Web/online.

Note: The Sync library that you defined in Sync Preferences must be open and currently active to perform the Sync process.

I Do Not Have an EndNote Web/Online Account

Since you do not have an EndNote account, you must create one. Registration is fast and easy and activates your three-year EndNote account enhancement when completed.

There are multiple ways to access the screen to register for an EndNote Web/online account.
1. Click Library Status in the Groups panel, then click Configure Sync to go to a Sync Configuration dialog.
2. Select Sync from the Library menu.
3. Select Preferences from the EndNote Edit menu, then click Enable Sync.
Click the Sign Up button to go to an EndNote Registration dialog.
Enter your email address in the EndNote Registration dialog. Retype your email address, and then click the Submit button.
Enter your name and a secure password, read the EndNote End User License Agreement, then click the I Agree button if you wish to create your account.
Click the Sync button to begin synchronizing your EndNote Web/online library with your EndNote library.
Before synchronizing for the first time, you will be prompted to create a compressed library backup. Click the Yes button to create the backup.
Choose the location for your backup, then click the Save button.

EndNote will save the backup and begin synchronizing your library references.

Once you create your EndNote account, EndNote populates the fields on the Sync Preferences page with the email address and password that you entered during registration. Later you can change the data in these fields if you ever change your email address or password in EndNote Web/online.

Note: Although it is possible to synchronize your library without creating a compressed library backup during your first synchronization, we suggest creating the backup. You can also create a compressed backup of your library at any time. See Saving a Compressed Copy of a Library for more information.

Library Status Dialog

The Library Status Dialog will give you information about your last Sync, as well as other information about your library.

Sync Preferences

Sync Preferences allow you to set your preferences so that:

You only have to enter your e-mail address and password once in Sync Preferences and not each time you manually synchronize your references between EndNote and EndNote Web/online.
You can have EndNote automatically begin the Sync process every 15 minutes (background processing) by selecting the Sync Automatically checkbox.

To access these settings, go to the Edit menu, select Preferences, and then click Sync in the list of preferences. See Sync Preferences.