Working with Master Documents

Word lets you break a long document into smaller documents in order to work on these individually. A master document is created that contains links to individual subdocuments.

hmtoggle_plus1 Creating a New Master document with your Citavi Categories

  1. Create a new document. We recommend saving the document in a new folder in which you will later save your subdocuments as well.
  2. Assign a Citavi project to the document.
  3. Insert the categories from the project into the document.
  4. On the View tab, click Outline to switch to Outline view.
  5. Select the headings that Word should create subdocuments for.
  6. In the Master Document group, click Create. (If you do not see the Create button, you may first need to click Show Document).
  7. Save the Word file. Word creates the subdocuments. Word names the files using the beginning characters of the heading that you assigned to the individual chapters in the Outline view.
    After saving, you can open and edit subdocuments individually. Any change you make to a subdocument will also appear in your master document.  To see the contents of all subdocuments,  switch to the Outline view again. In the Master Document group, click Expand Subdocuments.

hmtoggle_plus1 Creating a New Master Document without Inserting Citavi Categories 

  1. Create a new document. We recommend saving the document in a new folder in which you will later save your subdocuments as well. On the View tab, click Outline to switch to Outline view.
  2. Insert a heading for the master document.
  3. Insert additional headings for every chapter for which you want to create a subdocument. (Word uses the style "Heading 1" for this).
  4. In Outline view select the headings that Word should create subdocuments for.
  5. In the Master Document group, click Create.
  6. Save the Word file. Word creates the subdocuments. Word names the files using the beginning characters of the heading that you assigned to the individual chapters in the Outline view.
    After saving, you can open and edit subdocuments individually. Any change you make to a subdocument will also appear in your master document.  To see the contents of all subdocuments,  switch to the Outline view again. In the Master Document group, click Expand Subdocuments.

hmtoggle_plus1 Using the Word Add-In with Subdocuments

  1. Link each subdocument to your Citavi project.
  2. Citavi creates a bibliography at the end of each subdocument.
  3. Complete your paper.
  4. Close all subdocuments and open the master document. Delete the bibliography that appears at the end of each chapter.
  5. On the Citavi ribbon, click Refresh. The Word Add-In inserts a bibliography at the end of the master document that contains all the references that were inserted in all subdocuments.