There is an official Ex Libris (Proquest) YouTube channel with videos on each aspect of using RefWorks.
For the range of options for creating citations and bibliographies, see this video from the range. Note that problems have been experienced with the Citation Manager tool: Write n Cite is recommended.
To use RefWorks directly within Word, a link is required via a separate plug-in called Write n Cite, or the newer add-in called Citation Manager.
Scroll down the next screen to "Cite in Microsoft Word".
Then: check against the Windows or MAC versions for the correct Write n Cite plugin to download.
Add a Citation
Once you have installed Write-N-Cite, open Microsoft Word and click the tab that has been added to your ribbon -- it will be called either "ProQuest" or "RefWorks." Click on “Log In” and enter your RefWorks username and password.
See the following from the supplier, Ex Libris, on using the Citation Manager add-in:
If you have trouble locating or activating Citation Manager, it is recommended to use the manual option. See:
How to use RefWorks (in this guide): Quick Cite Tool and Creating a Bibliography
1. If it is not already active, activate RefWorks Citation Manager by going to Insert -> Add-ins -> My Add-ins and choosing it from the box that pops up.
2. A panel will slide out from the right side of your document, listing your RefWorks citations!
4. Clicking Cite this will drop an in-text citation into your document where the cursor is! It also automatically generates a bibliography, which will be updated automatically every time you add a new citation. (You can drop the bibliography to another page using Insert --> Page Break.)
5. That's it! You have everything you need to use RefWorks with Microsoft Word.
NB: if you have problems with generating citations and bibliography, for example in a longer piece of work, it may be worth considering the alternative method of generating citations and bibliography from within New RefWorks, and copying and pasting these in to your document.
RefWorks can also be used in conjunction with Google Docs to cite references directly in-text and create a bibliography (reference list) at the end of the Google Doc.
To install the add-on feature in Google Docs, go to the tools icon in RefWorks, then tools again. Scroll down to the Cite in Google Docs section to follow instructions to "Get the add-on".
Once installed, a panel should appear on the right of the Google Doc. You can use this to select citations from your RefWorks account, insert these into your work and create a reference list (bibliography) at the end. When you have finished your document, it can be downloaded as a Word document.
For more information on using the RefWorks add-on within Google Docs, see the supplier guide (Ex Libris, 2020).
Ex Libris (2020) 'RefWorks Plugins: Connecting Your Browser, Microsoft Word, and Google Docs to RefWorks', RefWorks User Guide. Available at: tinyurl.com/13fke9t0 (Accessed 12 August 2020)