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EndNote: Organize and Share References

Help page for EndNote bibliographic management software

Groups and Sharing

Groups can be shared with anyone who has an EndNote account. 

PDF attachments cannot be shared. 

If you want to share pdf files with a group, we recommend using either:

  • DropBox
  • Google Drive

Create Groups

By default EndNote places references into the Unfiled group. You can create up to 5,000 groups to organize your references in any way that works for you.

  • Select the references you want to group.
  • Click on Add to group from the drop-down menu and select New Group.
  • Name the new group and click OK.

Note: You can place references in multiple groups. To see which group(s) a given reference is currently in, click the folder icon below the reference. 

Share References with Other EndNote Users

Use the Manage My Groups link under the Organize tab. Click the Manage Sharing button next to the group you'd like to share. 

Enter the email addresses of the people with whom you'd like to share. 

Note: Any individual you share your group with must have an EndNote account in order to view references. Enter the email address they use to access EndNote. 

Choose whether to give your colleagues Read-only access, or Read & Write access. Click Apply

  • Read-only access allows designated users to view references, use them in Word documents, or copy them to their own library.
  • Read & Write access allows the designated user to add, change or remove references in the group, as well as anything Read-only access allows.