On a Mac
Then follow the six pictures below. Save your work before quitting Word.
Install CiteMatch in Word.
CiteMatch runs in desktop Word. Check the installer options below, then open CiteMatch from the Home tab under Add-ins.
On Windows
- Open CiteMatch-for-Word.msi and let it finish.
- Open Word.
- Click Home, then CiteMatch. If the button is missing, on the Home tab click Add-ins, then CiteMatch.
Installing CiteMatch for a whole firm?
Your Microsoft 365 admin can add CiteMatch for everyone from the Microsoft 365 admin center: Settings, Integrated apps, Upload custom apps, Office Add-in, Provide link to manifest file, then paste https://citematch.app/CiteMatch.xml.
Setup, one picture at a time.
Each picture shows the button to look for. Open the panel under a step if what you see does not match.
Download the installer.
Click the download button on this page. Your browser saves the CiteMatch installer to your Downloads folder.
Stuck? Here is what you should see.
If nothing seems to happen, look in your Downloads folder for a file whose name starts with CiteMatch. If it is not there, click the button once more and wait a few seconds.
Open CiteMatch, install, then allow access.
Double-click the downloaded file, then double-click CiteMatch for Word in the window that opens. Click Install CiteMatch in Word. If your Mac asks to access data from other apps, click Allow so CiteMatch can add itself to Word.
Stuck? Here is what you should see.
If your Mac asks whether you are sure you want to open a file from the internet, click Open. If the window seems to vanish, it is behind Word: click the CiteMatch icon at the bottom of the screen to bring it back.
Quit Word fully, then open it again.
Go to the Word menu at the top left of the screen and choose Quit Word. Closing the window with the red dot is not enough. Then open Word again.
Stuck? Here is what you should see.
Use the Word menu, choose Quit Word, then open Word again.
Open CiteMatch from Home, then Add-ins.
In Word, open a document. On the Home tab click Add-ins, then click CiteMatch under Developer Add-ins. The pane opens on the right. After this first open, you can use the CiteMatch button on Home.
Stuck? Here is what you should see.
No CiteMatch button on the Home tab? On the Home tab click Add-ins, then click CiteMatch under Developer Add-ins. After that first open, the button stays on the Home tab.
Paste your code in the pane, under Word installation.
In the pane, open Settings, paste the code under Word installation, and click Connect Word. The code works once and expires in 10 minutes.
Stuck? Here is what you should see.
If the pane says the code did not work, it has most likely expired. Make a fresh code on this page and use it straight away. Copy and paste it rather than typing it.
Your code lives on your setup page, next to this step.
Open your brief and click Check my brief.
Open the brief you want to check. In the pane, stay on Review and click Check my brief.
Stuck? Here is what you should see.
If the button does nothing, click once inside your brief so Word knows which document you mean, then click Check my brief again.
Connect your account on your setup page.
After you connect, Check my brief is on Review. Private source files are under More → Sources. The Table of Authorities is under More → Authorities.
New to CiteMatch? Follow the getting started guide, from the free sample to your first review.