The PDF Viewer Panel

Select a layout view from the Layout menu buttons located in the right-hand corner of the Library window.

Select the PDF tab from the Library window or the Reference window to open the PDF Viewer panel to review and annotate attached PDF files.

To open a PDF file, select a reference, and then double-click the PDF file.

Attaching PDF Files

You can attach PDF files and view them in the PDF Viewer panel in various ways.

• Click the Attach Files (paper clip) icon on any PDF panel to open a select file dialog.

• Select a field in the Reference window. From the References menu, select File Attachments > Attach File to open a select file dialog.

• Select a field in the Reference panel. Right-click Select the PDF Viewer panel. Press Ctrl+Alt+A to open a select file dialog.

• Control+click to open a contextual menu. Select File Attachments > Attach File to open a select file dialog.

Click the Save PDF icon on the PDF Viewer toolbar to save your work. You can also navigate to another reference and EndNote will prompt you to save your work.

Navigating the PDF Viewer Panel

EndNote allows you to open and annotate PDF files within the PDF Viewer panel. Select a reference with attached PDFs from the reference list to view a PDF file.

You can resize the Sticky Note text box to enter and view more text by grabbing a resize handle at any corner of the text box and dragging it until it reaches the desired size.

Using the PDF Viewer Toolbar

A toolbar appears within the PDF Viewer panel that displays the following options.

Move your cursor over an icon on the toolbar to see Alt text to explain its function. For example, Alt (hover) text for the first three icons displays:

• PDF Attachments

• Open PDF

• E-Mail PDF

• Rotate Counterclockwise / Clockwise

• And More ...
  

Once you open a PDF document, you will see the following toolbar. You can move to the or previous document, zoom and select text, and use various tools such as Search to work within the PDF document.

• Open this PDF in a reference window

• Save changes to this PDF

• Print this PDF or pages from this PDF

• And More ...

Right-click within an open PDF file to display a contextual menu that includes many of these options plus other options, such as:

• Open with Adobe Acrobat

• Open in Reference Window

• E-mail Attachment

• Remove (deletes the current PDF file)

• Show Notes / Markup

• Hides Notes / Markup

Using the FindSearch Feature

The FindSearch feature allows you to search for words and phrases within a PDF document. Enter your terms in the text box and press EnterReturn. Use the Next and Previous buttons to find the next / previous instance of a search term.

The FindSearch feature only searches within the currently open PDF. You cannot use this feature to search the reference fields in the Reference panel or to search other PDF files that are attached to the current reference.

The Find feature highlights and return matches that contain the search query followed by any other characters. For example:

• A search on hospital finds hospital, hospitals, hospitalization, and so on.

• A search on hospital care finds matches that contain the phrase hospital care only.

• A search on “hospital care” finds matches that contain the phrase “hospital care” (the phrase must contain the quotation marks).

Adding Sticky Notes and Highlighting PDF Text

Within the PDF Viewer, you can make annotations (sticky notes) and highlight selected text within a PDF. Both a Sticky Note and a Highlight Text icon appear in the toolbar in the PDF Viewer panel.

Add a Comment

1. Go to a section in the PDF where you want to add a comment.

2. Select the text where you want to insert a comment.

3. Select the Sticky Note icon from the toolbar.

4. Double-click the Sticky Note icon that appears in the PDF file to display a Sticky Note text box.

5. Enter your comments in the Sticky Note text box.

6. Click the Save PDF icon in the toolbar X button in the left-hand corner of the dialog to save your changes.

Note: To delete a sticky note, right-clickControl+ click within the PDF Viewer panel to open a contextual menu, and then select the Delete Annotation option.

Highlight Text

1. Go to the section in the PDF where you want to highlight text.

2. Select the text within the PDF that you want to highlight.

3. Select the Highlight Text icon. The color of the selected text changes to yellow.

4. Click the Save PDF icon in the toolbar X button in the left-hand corner of the dialog to save your changes.

To hide sticky notes and highlighted text, move your cursor over the text. Right-clickControl+click to display the contextual menu. Select the Hide Notes/Markup option from the menu.

Notes:

• Sticky note comments are searchable using the "Any Field and PDF" and "PDF Notes" options from the Field list.

• You cannot move sticky notes within a PDF file.