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ProQuest RefWorks: Insert Citations and Footnotes Using Flow for Word

How Do I...?
(Citations and Bibliographies)

Insert Citations and Footnotes Using Flow for Word (taken from the Flow Help Guide)

Step 1. Launch ProQuest for Word 

Note:  The first time you launch ProQuest for Word, you must be connected to the internet in order to log in to your Flow library and sync it with ProQuest for Word.

Tip:  In most cases, there is no need to log out of ProQuest for Word when you are not using it.   If you are using ProQuest for Word on a public computer without a personal login, you should log out of ProQuest for Word when you complete your work.  If someone does gain access to a system with your Flow library logged in to ProQuest for Word, they will not be able to change anything in your account since ProQuest for Word doesn’t have any features to edit your items.

Logging In To ProQuest for Word:

1. Click ProQuest from the Microsoft Word ribbon.  

2. Click Log In.

 3. Click "Flow" and then enter your email address and Flow password and click "Login".

The first time you log in to ProQuest for Word, it will automatically “sync” with your Flow library.  This may take a few seconds. It is downloading your references and collections.  Any time you make changes to your Flow items you can click Sync my Database your new and edited items will be added to ProQuest for Word.   
During this period, you can still access all of Word’s functionality, but the ProQuest for Word functions will not become active until syncing has finished.

Step 2.  Selecting Your Output Style

The first thing you will want to do is select an output style for your document.  Any in-text citations or footnotes and your bibliography will be displayed in your document while you write your paper – in the output style you have selected.  You can always change the style later if you need to.

1. Click the Style drop down.  You will see a list of Flow’s popular styles.

2. Click on the style name.

3. You can change your output style and the formatting of your paper at any time by clicking on Style and selecting a new output style.

Step 3.  Write Your Paper and Inserting Citations or Footnotes and Your Bibliography

Note:  You may want to sync your Flow library with ProQuest for Word if you have recently added items you want to use in your paper.  Click the Sync my database icon to download new or updated items.

When you are ready to insert an in-text citation or footnote into your paper:

1.  Click the Insert Citation and Insert New option to launch the insert/edit citation box.  If you have previously used ProQuest for Word, you may see some recently selected citations listed above the Insert New option.   You can select citations displayed from this list or access all your references from the Insert New option. 

2. Once the Insert/Edit Citation box displays, you can access your items by collection or search.  The search box will search every field..  You can use “AND” and “OR” when using the search box.     

Tip: Use the horizontal scroll bar to see the full title.  Right-click on the item and select Show Full Reference Detail to display all fields of information (file attachments are not displayed).
Full Reference View:

3.  Click on the item you wish to insert into your paper.  You will see a preview of the formatted citation in your current Output Style.

4. Click OK to insert your formatted citation into your paper.

Tip:  To add a second item to a single citation, click the + button in the Compose Citation area and then select the reference from your list.  

5. To insert a footnote instead of an in-text citation, click the Make Footnote checkbox in the Edit Referencesarea.  Once you make a footnote and finish editing the citation, you will not be able to undo this action.  However, you can always add a new in-text citation.

6. You can insert your bibliography anywhere in your paper while you are writing.  Click Bibliography Options, Insert Bibliography.  Note:  the bibliography will be inserted wherever the cursor is in your paper.  You can clickRemove Bibliography and re-insert if it you need to change the location.

Step 4. Save your formatted paper (you should really save it periodically while you are writing!).