Instant Formatting works while you write your paper. As you insert citations, EndNote uses the currently selected style to format citations and update the bibliography. By default, Instant Formatting is enabled the first time you insert a citation or format the bibliography.
To change the style or layout of references, or to change Instant Formatting settings, you can use the Format Bibliography tab from the Configure Bibliography dialog, which is described in the next section.
For new documents or documents that have never been formatted, when Instant Formatting is enabled, it is not triggered when you manually type a reference into a document. You must use the the EndNote tab in Word to either insert another citation or format the citations and a reference list. If a document has been successfully formatted, and you manually type in a temporary citation, that citation is instantly formatted.
To use Instant Formatting in Word, smart tags must be enabled (they are turned on by default).
To verify that Smart Tags are enabled:
Click the Office icon, then Word Options, then Proofing, then AutoCorrect Options. On the Smart Tags tab, select the Label text with smart tags check box and make sure In-text Citation (CWYW Citation Recognizer)" is selected.
To enable or disable Instant Formatting in the current document:
From the Tools menu, go to the EndNote submenu, and then select Configure Bibliography. From the EndNote tab, click the bottom corner arrow in the Bibliography group.
Click the Instant Formatting tab.
Click Turn On or Turn Off to toggle Instant Formatting.
When enabled, you can click the Settings button to change these Instant Formatting controls:
Scan for temporary citations turns on scanning of temporary citations. This finds and formats all citations, including those you may have entered manually. You can select how often EndNote scans your document.
Check for citation changes turns on background scanning that looks for citation changes.
Click OK to save changes to the Instant Formatting settings.
Click OK to format all citations and build the bibliography.
When Instant Formatting is enabled, leaving the Configure Bibliography dialog - whether you click OK or Cancel - will always trigger formatting in your document.
Note: To turn Instant Formatting on or off for new Word documents, see General Preferences.