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Guide for EndNote citation management users

Differences from the Windows Version

Macs have an EndNote 21 menu that includes Settings (Prefences on Windows) and the Customizer. The Customizer can make several fixes that use installation, including: adding a missing EndNote Toolbar in Word by re-installing CWYW, installing EndNote Click, adding more Output Styles, and uninstalling EndNote.

           Mac EndNote application toolbar with EndNote 21 menu     EndNote 21.2 Customizer window

EndNote for Mac toolbar in the Word document ribbon

There are several small differences between locations for items in each toolbar, with "Configure Bibliography" being a notable one.

Image from Clarivate guide of EndNote toolbar in Word

Most common Mac Issues

Save as Package check boxNo EndNote Workspace after Installation

After your installation, Macs do not prompt you to create a library. All you will see is a thin EndNote toolbar at the top. Solve this by creating a new Library, or opening an existing library. Printable instructions: at I don't see my LIbrary

EndNote 21 > New

Name the file or accept "My EndNote Library" as the name.

Select the Save as Package option and click Save


If you have updated to a new operating system (OS), such as from Ventura to Sonoma, you may finds applications do not work because permissions have gone back to a default, and you need to allow permission to the applications again.

Sometimes you will be prompted for a permission change in EndNote, or in Microsoft Word. Click Allow, See an example of a prompt in Word below.

EndNote in Word permission prompt


If you do not get a prompt, but are having issues after an update, go to your permissions section. In Sonoma, look for Automations. Check your applications.

Permissions screen for Automation

Even after setting Privacy & Security, Macs may still ask for permission. Check and see if you need to reset Privacy & Security after a system update. Macs are high on security, so you may have to plan on taking a second or two to Allow each time. Future patches may alter this situation.


Multiple citation managers

If you have another citation management programs installed on your computer, you will have to disable it in Word before Word will work with EndNote.

  • Select Word Tools > "Templates and Add Ins"
  • Uncheck the citation manager that you aren't using

Word Tools menu with Templates and add ins selected.    Word Templates and add-ins options

Uncheck the other citation management ".dotm" then click ok.