Setup for automatic formatting

You can decide for yourself how often the automatic formatting should be performed and what to check.
Note that the function can be switched off completely in another menu item.

How to:

  • Click the menu item «Instant Formatting is On/Off» in the «EndNote X9» menu in Word
  • Select «Configure Instant Formatting»
    (You can also right-click on the reference and select the same function.)
  • A dialog box will then appear where you can choose whether to scan for new citations and how often this should be done. You can also choose whether to check for changes in the citations already inserted.

Please note that automatic formatting is resource intensive for large text documents with many references. The feature becomes even more burdensome for Word if you use the «Track Changes» feature. Therefore, it can be useful to consider whether you really want to have automatic formatting on.