Exploring the Add-In for Word

After installing the Word Add-In for Citavi, you will see a new Citavi tab. Click the Citavi tab and then click Citavi pane.

Assign the project you want to use for the document.

The References tab displays all of the references in your project. By clicking the View drop-down menu you can arrange these by categories, keywords, or by persons. Double-click a reference to insert it into your document. A checkmark appears next to each inserted reference. Instead of double-clicking you can select a reference and then click Insert or Insert with Option. References with links  to other references are marked as well.

The Knowledge tab displays all the knowledge items in your project.  By clicking the View drop-down menu you can arrange these by categories or keywords. Double-click a reference to insert it into your document. A checkmark appears next to each inserted reference.  Instead of double-clicking you can select a reference and then click Insert or Insert with Option.

You can insert categories into your Word docuement, either individually or all at once.

If you want to use the Chapter tab, you should insert your entire category system as an outline. When you place the insertion point under a heading, you will be able to view just the references and knowledge items in that category.

On the Citations tab, you can see which references you have cited and change their format if desired.

On the Convert menu, you can convert Word Add-In fields to static text, among other options. Many publishers require this.

On the Options menu you can customize the Add-In for Word in many ways.