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EndNote 20 for Windows

Setting Preferences

You can save time by setting your Preferences for different functions including:
  • Display Fields - choose which fields display in your reference list panel
  • Find Full Text - use this feature to search for the full text of items in your library
  • PDF Handling - set up an automatic renaming process for imported PDFs
  • Reference Types - set your default reference type (eg Book or Journal article) when you manually add a reference
  • Sync - set your sync preferences if you use EndNote Online

To open the Preferences menu go to  Edit > Preferences... 

Watch: A class recording: configuring your EndNote 20 preferences

This is an EndNote video tutorials production published on April 23, 2021.  It is an overview of customizable preferences available in EndNote 20