Renaming PDFs in Endnote

To speed up matching PDFs to references by AI model, you can rename each PDF using this rule:

1st author-publication date-title.


If you are using Endnote to manage references and retrieve PDFs, you can modify the preferences to ensure that Endnote labels the PDFs according to this naming rule consistently:

1. Click 'Edit' on the navigation bar

2. Select 'Preferences'

3. Select 'PDF handling'

4. From the PDF auto renaming option, please select the Author+Year+Title


Endnote screenshot showing the first two steps of renaming PDFs - click 'Edit' in the navigation bar; select 'Preferences'


Endnote screenshot with the second two steps of renaming PDFs - Select 'PDF handling'; from the PDF auto renaming option, select the Author+Year+Title



RELATED ARTICLES  

  1. Uploading many PDFs  

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article

Preview
0 of 0