Rename PDFs Dialog

The Rename OptionsPDFs dialog allows you to rename your PDF documents that are attached to a reference. You can select any field from the menu when renaming your PDF documents except the following fields.

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You may use up to 50 characters to rename your PDF documents. This includes the period (.) and the filename extension. If a PDF that you are renaming exceeds the 50 character limit, then EndNote truncates the name of the PDF to meet the 50 character limit.

Renaming PDF Documents

Select the fields that EndNote uses when renaming a PDF filename. The format of the PDF filename is First Field, Second Field, Third Field.

Choose First: EndNote uses the selected field as the first field in PDF filename. For example, by Author.

Then: EndNote uses the selected field as the second field in the PDF filename. For example, by Date.

Then: EndNote uses the selected field as the third field in the PDF filename. For example: by Title

Note: Remember that data must exist in a selected field in order for renaming to occur. If no data is available, then EndNote inserts a dash between selected fields that have data.

Renaming Multiple PDF Documents

You can rename multiple PDF documents attached to a single reference or you can rename multiple PDF documents attached to multiple references.

From the Library window, select one or more references that have attached PDF documents.
From the References menu, select File Attachments, and then select the Rename PDFs ... command.
Select your choices from the three menus as described above: Choose First, Then, and Then.