Skip to main content

EndNote X8: Account







Need More Help with EndNote?

Create a Free Account accounts are available for free for MD Anderson Faculty, staff and students. Create a free account at while you are on an MD Anderson campus OR create a free upgraded account from the desktop version of EndNote. An upgraded EndNote account includes more storage space and the ability to attach PDF's to your references.

To create a free upgraded account:

  1. Open EndNote on your MD Anderson computer. Here's how to get EndNote if you do not have it on your work computer.
  2. Go to Edit, Preferences, Sync, Enable Sync.
  3. Choose Sign Up. Enter your e-mail address. You do not have to use your MD Anderson e-mail address.
  4. Fill in the form. Choose I Agree and Done.
  5. You will now be able to go to and Login with the credentials you created.

Build a Library Online is a large library of references that can be organized into groups. Users can collect references through the Collect tab by doing an Online Search, adding a New Reference manually or using the Import References tool which allows users to import a group of references from a database such as PubMed. Note: Users can also download the Capture Reference tool which is located under the Options tab under Download Installers. This tool lets users download references from websites, including PubMed, one-by-one.

Online Search:

  • To perform an online search, go to the Collect tab, select Online Search. Use the pull down menu to select PubMed and click connect. Search PubMed, select citations, and Add to Group Video tutorial.
  • Click here to view screenshot

Manual Reference:

  • To add a reference manually (website, drug package insert, etc), go to the Collect tab, choose New Reference, pick the Reference Type from the drop down menu and fill in the citation information. Choose Save. Here are some tips for entering a webpage, drug package insert, or UpToDate topic.
  • Click here to view screenshot

Import References:

  • If you perform a search in another major database like PubMed, Embase, Scopus, etc, you will need to import your references to To do this, you will need to save the references from your selected databases to a Text File. In PubMed, you will select your references, choose Send To, File, select Citation Manager and Create File. Choose Save. The file will save as citations.nbib.
  • Click here to view screenshot

  • Next, go to the Collect tab, choose Import References, select Browse, and attach the citations.nbib file that you downloaded from PubMed. Your Import Option is PubMed (NLM). Choose which group you wish to save these references to. This process is slightly different for every database.
  • Click here to view screenshot

Capture Reference Tool: 

  • The Capture Reference tool can be used with both and the desktop version of EndNote. However, you must have an account to download the Capture Reference tool. To install the Capture tool, login to EndNote, go to the Options tab, and select Download Installers.  
  • Drag the Capture Reference button to your Bookmarks bar (also known as "Favorites Bar" or "Bookmarks Toolbar"). In some browsers, you may need to right-click and select "Add to Favorites" or "Bookmark This Link."
  • To use it, browse to a page you like and click the Capture Reference button in the Bookmarks bar. The Capture Reference window will open. Follow the instructions in the window. Video tutorial.

Share Groups with allows users to share a group or groups of references with other users.

To Share Groups using

Share your groups by clicking on the Organize tab, choose Manage My Groups and check the Share box. Next, click on the Manage Sharing button and add the e-mail address of the person you wish to share your group with. You can allow that person to ‘read only’ or ‘read and write’ to the group. You can only share your group with someone who is also has an account.

Video tutorial

Click here to view screenshot

Share a single group from your online library to your desktop library by logging into your EndNote Online account, selecting the Format tab, choosing Export References. Select the group you'd like to share. Choose RefMan (RIS) as your Export style and Save.  Go to your EndNote desktop library. Choose File, Import, File. Choose the .txt file you saved. Choose Reference Manager (RIS) as your Import Option and select Import.

Sync Your Library with EndNote Desktop

With EndNote X8, EndNote will sync all of the references and groups in your library to your desktop. Please note that all of the references in your online library will be synced to the desktop and all of the references from the desktop will be synced to your online account. After syncing, all changes you make to your online or desktop accounts will appear in every other synced library. If you delete a reference in one library, it will be deleted in all synced libraries.

To Sync with EndNote Desktop:

To sync, open your desktop EndNote library. Again, to avoid duplicates, you may want to start with an empty library unless you want to mix your online references with your desktop library references. Click the blue and white sync button, fill in the e-mail address and password for your account. Select Okay. 

EndNote on the desktop connects to the online account and copies all of your online references to your desktop library and all of your references from the desktop to your online library. This may take a few minutes depending on the size of your library. All of your groups should be synced as well.

Video Tutorial

Citing in Word with

To cite in Word using

Once you've created your library, you can start creating bibliographies in Word. If you do not have the EndNote X7 tab in Word, you will need to download it from your account.​

To download the Cite While You Write Plug-In (this will allow you to cite your references in Word), go to the Format tab, and click on Cite While You Write Plug-In.

Choose Download Windows or Download Macintosh and run. Follow the instructions. The tab should appear in Word.

If you are using both the desktop and online version of EndNote, you can switch between EndNote and in Word. To do this, go to the EndNote tab in Word, select Preferences, click on the Application tab, and use the pull-down menu to switch the application to You will be asked enter your username and password. 

Video tutorial on citing in Word with EndNote.

Click here to view screenshot