Add notes in PDF
You can highlight or add notes in a PDF document saved in your Mendeley.
Add notes in a reference record
Using folders is a way of organizing your Mendeley library. Folders allow you to group references together under headings of your choosing. You can store individual references in multiple folders. If you move a reference to a newly created folder it will appear in both the new folder and the All Documents folder (your main Mendeley library).
Create a folder
Add references to a folder
Delete a folder or a document in a folder
Rename Documents (PDF's etc.)
Often, the PDF's or other documents you import into Mendeley will have arbitrary or meaningless file names, for example, a string of numbers or symbols, or a mixture of author names and numbers.
The File Organizer function Mendeley allows you to rename the document stored in your Mendeley library, using the author/title/date/journal details that are present in the parent record of the document.
To do this open your Mendeley, click on the Tools menu and select Options. File Organizer is one of the options. You should see a window that look like the below image:
To rename your documents, tick the rename document files box. You can then choose which of the four file naming options you would like to choose to name your documents. Simply drag one (or several, or all) of the options (author/year/journal/title) from the Unused fields box to the File name box.
When you are finished, click Apply then OK. Mendeley will rename your documents. You can change the file names again later if you decide you would prefer a different document name format.
The documents in your Mendeley library are stored in a specific location on your computer's hard drive. It is possible to use the File Organizer function organize these documents into subfolders within this location. To do this, use the Sort files into subfolders option in File Organizer. Your subfolder options are Year, Title, Author, Journal.
Along with your desktop Mendeley, you can also create an online Mendeley account (see Mendeley Web tab). Once you have created an Mendeley Web account, you can use these sign in details to sign in to your Mendeley desktop.
This will allow you to save your desktop Mendeley library to your Mendeley Web account. This means you to access your library and documents from other computers.
If you are signed in to your Mendeley desktop, your references and documents should automatically synch with your Mendeley Web, to ensure your library remains consistent and current.
To check whether the synch process is working correctly, add a document to your Mendeley desktop library. Press the synch button and wait for the document to synch. Log in to your Mendeley Web account and check whether the document has been added to your online library.
You might prefer to disable the automatic synchronization that is the default setting of Mendeley, for example if you have a limited internet connection.
It is possible to adjust the automatic synchronisation from within your Mendeley desktop library, by right-clicking (Windows) on All Documents then Edit Settings.
You can uncheck the synchronize attached files box. Be aware though that you will need to apply this change by clicking Save and Synch. Doing this will remove existing PDF's from your Mendeley Web. You can check the same box again later to reload them from your desktop Mendeley to Mendeley Web, but if you have large numbers of PDF's/attachments, then this process may be very time consuming.
Another option might be to choose which folders you want to automatically synchronize, and which you don't by changing the synchronize process from entire library to selected folders. Only the folders that are checked will be synchronized.