Linking a File to an EndNote Reference

You can link a file on your computer—such as a graphic, a word processing document, a spreadsheet, or a PDF file—to an EndNote reference.

The File Attachments options are available only when a single reference is selected in the Library window or when you are editing a reference.

Note: The File Attachments commands are available both from the References menu and from the control-right-click context-sensitive menu.

To link a file to the File Attachments field in a reference:

  1. Select a reference in the Library window, or open the reference.

  2. From the References menu, select File Attachments > Attach File.

  3. On the file dialog, select a file to link to the selected (or open) reference.

  4. Note the check box along the bottom titled, "Copy this file to the default file attachments folder and create a relative link." This gives you the option to:

For more information about this option, see Selecting a Relative Path or an Absolute Path for File Attachments.

  1. Click Open.

EndNote will display an icon indicating the type of file inserted. You can insert up to 45 files into the same File Attachments field.

Note: Another way to link a file to the File Attachments field is to drag and drop the file onto the reference in either the Library window or the Reference window. Whether the file is saved with the database or is linked with an absolute path is determined by the default file attachment setting. See OpenURL/PDF.

Note: In order to maintain cross-platform compatibility, any of the following characters in a filename will be replaced by an underscore when EndNote saves a copy of the file in the DATA\PDF folder with a relative path.

Replacement Characters Table

These characters are replaced with an underscore

\

(back slash)

/

(forward slash)

:

(colon)

*

(asterisk)

?

(question mark)

"

(quotation mark)

<

(less than)

>

(greater than)

|

(vertical bar)

To link a file to any field in an EndNote reference:

  1. Open the reference.

  2. Type or paste, into any text field, the path and filename you wish to link. For example:

file:///C:/Documents/Word%20Tips.pdf

file://localhost/Research/Word%20Tips.pdf

EndNote will display the full path to the file. The path and filename become hyperlinked—blue, underlined text—which you can click to open the file.

Note that spaces in local folder and file names are indicated with "%20."