Article Summary
Add footnotes to project responses and content items to include citations, supplementary information, or clarifications. Footnotes automatically format and number when exported to Word or Excel documents.
Estimated Time
2 minutes per footnote
Prerequisites
Active project with responses or content items to edit
Editor or Reviewer role assigned
Understanding of where citations or supplementary information is needed
Step-by-Step Instructions
Step 1: Insert a Footnote
Navigate to the response or content item you want to edit in a live project. Select the pencil tool (Response Editor) to expand your view.
Position your cursor where you want the footnote to appear.
Click the Footnote button in the editor toolbar.
Placeholder text appears in the editor with a popup menu.
Step 2: Add Footnote Content
In the popup text input, enter your footnote information (citation, source, clarification, etc.).
Click Apply to save the footnote.
The placeholder text remains visible in the editor.
Step 3: Review and Edit Footnotes
To View Footnotes:
Hover over any footnote placeholder text to see the full footnote content.
To Edit Footnotes:
Click on the footnote placeholder text.
The popup menu reappears with the existing content.
Modify the footnote text as needed.
Click Apply to save changes.
‼️ Important: You cannot edit footnotes in approved responses. Un-approve the response first to make changes.
Step 4: Export with Footnotes
Complete your response edits and approvals.
Export your project as normal.
Footnotes automatically format based on export type:
Word Documents: Footnotes appear at the bottom of each page with automatic document-wide numbering
Excel Documents: Footnotes appear below the answer within the same cell with response-by-response numbering
💡Tips & Best Practices
When to Use Footnotes:
Cite external sources, research, or third-party data
Reference specific policy documents, certifications, or compliance frameworks
Provide supplementary information without cluttering the main response
Add clarifications or context that supports but doesn't belong in the primary answer
Workflow Integration:
Add footnotes during the editing phase before submitting for review
Review all footnotes for accuracy during the approval process
Use footnotes in content library items for consistent source attribution
Coordinate with your team on citation style preferences
✋🏼 Common Mistakes to Avoid
Attempting to edit footnotes in approved responses (un-approve first)
Adding excessive footnotes that clutter the response - use sparingly
Forgetting to click "Apply" after entering footnote content. Your changes won't save
Need Help?
💬 Live Chat: Available in-app
📧 Email: [email protected] or contact your Success Manager directly for urgent support.
📚 Learning Centre: learn.autorfp.ai/en