Assigning a Project to a Document

In order to insert information from Citavi into a Word document, you need to assign a project to your document. Each document can only have one Citavi project assigned to it at a time.

hmtoggle_plus1 Assign a Project to a Document

  1. Open a new document in Word or open an existing document.
  2. On the Citavi tab, click Citavi pane.
  3. Click Open other.
  4. Select a Citavi 4 project.
  5. In the task pane, you can see the project information for insertion under the Reference and Knowledge tabs.

hmtoggle_plus1 Switch Projects

If you need to, you can assign a different project to the document. References and knowledge items already inserted remain in the Word document. You can copy these references into the new project.

  1. Open the Word document that already has a Citavi project assigned to it.
  2. In Word, switch to the Citavitab.
  3. On the Citavi ribbon, click the Project drop-down menu and then click Assign other.
  4. Select a Citavi 4 project.

hmtoggle_plus1 Copy References From a Document into a New Project

You've already begun inserting references and knowledge items from Project A into your document. Now you want to continue working with Project B and have switched projects. You now want to copy references in the Word document from Project A into Project B.

  1. Open the Word document that has Project B assigned to it.
  2. In Word, switch to the Citavitab.
  3. Click Convert.
  4. Click Copy references from document to Citavi project. Citavi copies bibliographic information for the references that you had had in Project A into Project B. Note: Citavi does not copy the contents of knowledge items to Project B.