RefWorks (Citation Manager)

Sharing

RefWorks allows users to share their folders with other individuals or with their entire institution.

Share folders with colleagues

Choose one of the following options:

Option 1:

• Click on My Folders in the left column
• Click on the More options icon to the right of the name of the folder you would like to share
• Click on Share folder

• When the Sharing Settings window opens--
  • In the Invite more people to share box, enter email addresses, separated by commas or semicolons
  • Click on the drop-down menu to the right of this box and select an access option:
    • Can read
    • Can annotate
    • Can modify
  • Click on Share Folder
  • Click on Done

Option 2:

• Click on Sharing in the left column
• Click on Share a folder

• When the Sharing Settings window opens, click on the Choose a folder drop-down menu
• Click on the title of the folder you would like to share
• Select one of the following options:
  • Only invited people may access
  • Anyone within your organization may join this folder
• If you selected Only invited people may access:
  • In the Invite more people to share box, enter email addresses, separated by commas or semicolons
  • Click on the drop-down menu to the right of this box and select an access option:
    • Can read
    • Can annotate
    • Can modify
  • Click on Share Folder
  • Click on Done

Option 3:

• Click on the Share & Export icon at the top of the page

• Click on Share folder
• When the Sharing Settings window opens, click on the Choose a folder drop-down menu
• Click on the title of the folder you would like to share
• Select one of the following options:
  • Only invited people may access
  • Anyone within your organization may join this folder
• If you selected Only invited people may access:
  • In the Invite more people to share box, enter email addresses, separated by commas or semicolons
  • Click on the drop-down menu to the right of this box and select an access option:
    • Can read
    • Can annotate
    • Can modify
  • Click on Share Folder
  • Click on Done

Once a folder has been shared--

• The sharing icon will appear in front of the name of the folder

• An email will be sent to the individual(s) with whom you shared your folder, providing them with a URL that will bring them to the folder
  • The individual(s) will need to sign into or set up a RefWorks account in order to access the shared folder

Unshare folders

• Click on My Folders in the left column
• Locate the folder you would like to unshare
• Click on the More options icon (Three vertical dots) to the right of the name of the folder you would like to unshare
• Click on Sharing settings
• When the Sharing Settings window opens, click on Unshare Folder
• When the Are you sure? window opens, click on Yes
• Click on Done