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    RefWorks Citation Manager (RCM) for Word

    To use RCM, Microsoft requires that Microsoft Edge (or Internet Explorer for older Windows versions) is installed for Microsoft Windows users and that Safari is installed for macOS users. See Web Add-ins for details.

    RefWorks Citation Manager (RCM) is an add-in for Microsoft Word that enables you to run a simplified version of RefWorks inside Word. 

    RCM is available through the Microsoft Office Store and can be installed directly from Microsoft Word. By default, Office automatically updates RCM whenever a new version becomes available.

    To find the right add-in for your operating system and writing tool, see Finding the Right Writing Tool Add-ons.

    If access to the Microsoft Store is blocked, see the article: Enabling RefWorks Citation Manager.


    • Provides read-only access to your RefWorks account, enabling you to view and insert your references into your document, formatted using previously defined citation styles. Changes to references can be done only from your RefWorks account.
    • You can add inline and footnote citations. You can configure RCM to add new citations to a bibliography at the end of the document. As you add or remove references, RCM automatically updates the bibliography.
    • Every time you log in to RCM, it is automatically updated to show your your RefWorks references. You can also update manually by clicking the refresh icon or selecting the Update Document and References option in the Main Menu.
    • RefWorks users who wish to collaborate on writing a document in Word Online using RCM can share Projects to fully collaborate. when the document is edited by multiple users, all must be owners of same RefWorks Project and must have access to RCM in Word Online.
    • Documents written with Write-n-Cite are not recognized by RefWorks Citation Manager and vice versa.

    Installing RefWorks Citation Manager

    You do not need administrator access to install RefWorks Citation Manager.
    1. In Microsoft Word, select Insert > Get add-ins and search for RefWorks.
    2. RefWorks Citation Manager is listed. Select Add to install.
    3. In Word, select the RCM tab and click the RCM button. The RCM pane opens on the right side of the document.
      Due to a Microsoft limitation, when using a desktop version of Word (not Word Online), the tab appears only when using Word version 16.0.6769.0000 or later. If the tab does not appear, RCM can still be accessed from the My Add-ins menu.
      RefWorks Citation Manager - Not Logged In.
      RefWorks Citation Manager - Not Logged In
    4. Log in to RefWorks, this may take a few moments, especially on your first login. Once you are logged in, the sidebar updates with your references with an icon to the Main Menu on the top left and a refresh icon on the bottom right.

      If another user was logged into this instance of Word, select Log Out in the Main Menu and log back into your account.

      RefWorks Citation Manager - Logged In_2.png
      RefWorks Citation Manager - Logged In

    Managing RefWorks Citations in RCM

    This section describes the actions you can perform in RefWorks Citation Manager.

    • Insert a citation – Do one of the following:
      • Select or hover over, a reference and click on Cite This. That reference is added as an inline citation.
      • Select the checkboxes for one or more references. A preview of the citation displays. For citation styles that support both inline and footnote styles, select the relevant option. Click Insert Citation. For citations in footnotes, first create a Word footnote, and then place the citation in it.
      If configured, citations are also added to a bibliography at the end of the document.
    • Edit a citation before inserting it by performing the following:
      1. Select a reference and select Edit this. The Edit pane displays. The reference's citation preview displays at the top and its bibliography preview displays at the bottom.


        Preview and Edit
      2. Select Insert Citation to insert the citation inline and select Footnote to insert a footnote citation.
      3. Optionally configure whether to replace the page numbers, include/hide the author, include/hide the publication year, or add a prefix or suffix to the citation. The preview of the citation and the bibliography entry refreshes accordingly.
      4. Select Insert Citation. A citation is added and, if configured, a bibliography entry.
    • Edit an existing citation – Double-click anywhere in the citation. The citation information opens in the Reference Editor.


      Editing Existing Citations

      Edit the information and click Update Citation.

      We recommend editing citations using the RCM Edit pane. However, edits that cannot be made with this pane can be made directly in the citation content controller. These edits are not synced with RCM and therefore are overridden when the document is updated (for example, when a new citation is added or when the RCM refresh button is selected). We recommend making manual edits when document writing is completed.
    • Delete a citation – Select Delete Citation. The citation is deleted.
    • Edit citation font – The citations and bibliography font is based on the document font (displayed in the Word ribbon) and is updated whenever the document font is changed. If you are using more than one font in your document, see Updating RefWorks Citation Manager (RCM).
    • Add references to a citation – Select Add references to the citation, select references from the list, and click Add. The references are added to the citation.

    Additional RCM Options

    This section describes the options available from the Main Menu.


    Main Menu
    • References homepage – return to the References List pane.
    • Citation style – opens the Citation Settings pane from where you can select a citation style from a drop-down list or from one of the sub-menus. All citations and the bibliography are updated to the new style.
      • There are four drop-down lists that help you find styles: Favorite styles (if set), Recent styles, Mine (if set) , and Institutional styles (if set my institution).  You can set a style as a favorite by selecting the star icon next to the style in a list. The style then appears in the Favorite styles drop-down list. To remove a favorite from the list, clear the star icon. The style is removed from the Favorites list when RefWorks is refreshed.
      • When searching for a style in the search box, you can check the CSL Styles check box to include CSL styles in the search.
      • For styles with a footnote format, you can select the footnote format as the default.
      • Styles used in RefWorks display as recent in RCM and vice versa.
      • You can set the surname display format by clicking Differentiate authors, located below the citation style drop-down menu. Author differentiation settings are saved at the user level; therefore, settings made in RefWorks are reflected in RCM and vice versa.
    • Change Project – Select a different RefWorks project from which to select references.
    • Update document and references – Refreshes the references from your RefWorks account and updates the document.
    • Bibliography – Turn the bibliography On to have new citations automatically added to a bibliography at the end of the document. The default is Off, which reduces processing time for documents with many citations.
    • Change Language – Also updates the language in the RefWorks interface. 
    • Knowledge Center – Opens the RefWorks documentation in the Knowledge Center.
    • Accessibility Help – Opens the RefWorks Accessibility Guide.
    • Contact support  – display a Support form with which you can contact RefWorks Support.
    • Log out – Log out of RCM.
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