Complete Guide from Setup to Publication
Every year, thousands of researchers submit journal papers, theses, and dissertations that look identical in content but worlds apart in presentation. The difference, more often than not, comes down to whether they used LaTeX or not—and increasingly, whether they wrote that LaTeX in Overleaf. Overleaf is a browser-based collaborative LaTeX editor used by over twelve million researchers, students, and academics worldwide. It eliminates the installation barrier of traditional LaTeX while adding real-time collaboration, cloud compilation, and a template library that covers everything from IEEE conference papers to PhD theses. This tutorial takes you from creating your first account to submitting a polished, fully cited, properly formatted academic document—covering every tool, every command, and every workflow decision along the way.
What This Tutorial Covers
- What Is Overleaf?
- Account Setup and Interface
- Your First Project
- LaTeX Fundamentals
- Document Structure and Classes
- Text Formatting and Environments
- Mathematical Equations
- Figures and Images
- Tables
- Citations and Bibliography
- Collaboration Features
- Templates and Journal Submission
- Keyboard Shortcuts and Productivity
- Troubleshooting Errors
- Advanced Features
- FAQs
What Is Overleaf and Why Academics Use It
Overleaf is a cloud-based LaTeX editor that runs entirely in your browser. Unlike traditional LaTeX workflows—which require installing a full TeX distribution (TeX Live or MiKTeX), a separate editor (TeXstudio, Emacs), and managing packages manually—Overleaf handles all of this on its servers. You open a browser, write your document, click compile, and get a PDF. That simplicity, combined with real-time collaboration and a library of thousands of templates, explains why Overleaf has become the default tool for academic writing in science, technology, engineering, and mathematics (STEM) disciplines and increasingly in social sciences and humanities as well.
LaTeX vs Word: Why the Choice Matters
The question academics most frequently ask is whether LaTeX and Overleaf are worth learning when Microsoft Word already produces documents. The answer depends on what you are writing. For short documents—essays, memos, brief reports—Word is perfectly adequate. For long-form academic documents—dissertations, journal articles, books with complex mathematical content—LaTeX’s advantages become decisive.
| Feature | Overleaf / LaTeX | Microsoft Word |
|---|---|---|
| Mathematical typesetting | Professional quality, standard in journals | Limited; equation editor is cumbersome |
| Bibliography management | Automated via BibTeX/BibLaTeX | Manual or via third-party add-ins |
| Cross-references | Automatic, never breaks | Can break when document structure changes |
| Consistency | Style applied globally; no local overrides | Local formatting overrides create inconsistency |
| Version control | Built-in history; Git integration (paid) | Limited revision history |
| Journal submission | Most journals accept .tex source directly | Requires conversion for many journals |
| Learning curve | Steep initial investment | Immediately familiar |
| Collaboration | Real-time in Overleaf; complex locally | Real-time via Microsoft 365 |
Who Should Use Overleaf
STEM Researchers
Writing papers with equations, figures, and algorithm environments; submitting to IEEE, ACM, APS, or ACS journals that require LaTeX source
Graduate Students
Writing theses and dissertations where consistent formatting, automated numbering, and cross-references prevent structural errors across hundreds of pages
Research Teams
Collaborating on manuscripts in real time without emailing versions; tracking changes and leaving comments across distributed authorship
Account Setup and the Overleaf Interface
Getting started requires nothing more than an email address. Go to overleaf.com and register with your email, Google account, Twitter/X, or ORCID. If your institution has an Overleaf licence—which many universities do—log in through your institution for access to Professional features at no personal cost. Check your university’s software portal or library website for institutional Overleaf access before creating a personal account.
Free vs Paid Plans
| Feature | Free | Standard | Professional |
|---|---|---|---|
| Projects | Unlimited | Unlimited | Unlimited |
| Collaborators per project | 1 | 10 | Unlimited |
| Storage | 1 GB | 20 GB | 20 GB |
| Track Changes | ✗ | ✓ | ✓ |
| Git / GitHub sync | ✗ | ✓ | ✓ |
| Dropbox sync | ✗ | ✓ | ✓ |
| Reference manager sync (Zotero/Mendeley) | ✗ | ✓ | ✓ |
| Priority compilation | ✗ | ✓ | ✓ |
| Full document history | 24 hours | Full | Full |
Many universities provide free Overleaf Professional to students and staff. Imperial College London, MIT, Stanford, UCL, and hundreds of other institutions worldwide have institutional licences. Before purchasing a personal plan, visit your university library website or software portal and search for “Overleaf.” If your institution is listed, you get Professional features at no cost simply by logging in with your institutional email. The Overleaf website maintains a searchable list of institutions with access.
The Overleaf Interface: Five Key Panels
Interface Overview
The Overleaf editor divides into five areas: the File Tree (left panel — all project files), the Editor (centre — where you write LaTeX), the PDF Preview (right — compiled output), the Toolbar (top — compile button, share, history, help), and the Logs Panel (bottom or side — compilation messages and errors). Understanding each panel’s role prevents most early-user confusion about where to look when things go wrong.
File Tree (Left Panel)
Lists all files in the project: .tex files, images, .bib bibliography files, and any uploaded resources. Right-click to create folders, rename, or delete files. The main file (usually main.tex) is marked with a bold label. Additional .tex files can be included from the main file.
Editor (Centre Panel)
Where you write LaTeX source code. Supports syntax highlighting, bracket matching, autocomplete for common commands, and spell checking. Toggle between Source mode (raw LaTeX) and Rich Text mode (simplified visual editing). Most experienced users work in Source mode.
PDF Preview (Right Panel)
Shows the compiled PDF output after each successful compilation. Click anywhere in the PDF to jump to the corresponding line in the source editor (SyncTeX forward/reverse). Use the zoom controls and page navigation at the bottom.
Logs Panel (Bottom)
Displays the LaTeX compilation log after every compile. Green checkmark = success. Red indicator = errors. Click “Logs and output files” to expand the full log and see exact error messages with line numbers. This is where you diagnose compilation failures.
Creating and Structuring Your First Project
From the Overleaf dashboard, click New Project. You have four options: Blank Project (empty .tex file), Example Project (pre-filled with common elements), Upload Project (ZIP file of existing files), or choose from Templates. For learning purposes, start with Blank Project, name it, and click Create.
Starting from a Blank Project
A blank Overleaf project opens with a minimal main.tex file containing just the document class declaration and empty document environment. Here is what a minimal working document looks like:
\documentclass{article} % Preamble — packages and settings go here \usepackage{amsmath} % Mathematical environments \usepackage{graphicx} % Include images \usepackage{hyperref} % Clickable links in PDF \title{My First Overleaf Document} \author{Your Name} \date{\today} \begin{document} \maketitle \begin{abstract} This is the abstract of my document. It summarises the main content. \end{abstract} \section{Introduction} This is the introduction. LaTeX automatically numbers sections. \section{Conclusion} This is the conclusion. \end{document}
Press Ctrl+Enter (or click the green Compile button) to compile this. Overleaf sends the source to its TeX Live server, compiles it, and returns the PDF—all in a few seconds. The PDF panel on the right updates automatically.
Uploading an Existing Project
If you have LaTeX files from another editor or collaborator, click New Project → Upload Project. Create a ZIP archive of all your project files (the .tex file, images folder, .bib file, any custom style files) and upload the ZIP. Overleaf preserves the folder structure. After upload, set the main file by right-clicking it in the file tree and selecting “Set as Main File.”
Every LaTeX document must have exactly one \begin{document} and one \end{document}. All content goes between them. Packages, title information, and configuration go in the preamble — the space between \documentclass{} and \begin{document}. Placing content in the preamble or packages inside the document body produces immediate compilation errors that confuse new users.
LaTeX Fundamentals Every Overleaf User Needs
LaTeX is a markup language: you write text with embedded commands that describe structure and formatting, and the LaTeX engine renders the result. Commands begin with a backslash (\) and take arguments in curly braces ({}). Optional arguments go in square brackets ([]). Understanding this syntax removes the mystery from every LaTeX command you encounter.
The Anatomy of a LaTeX Command
\commandname[optional argument]{required argument} % Examples: \textbf{bold text} % Bold formatting \textit{italic text} % Italic formatting \section{Section Title} % Numbered section heading \section*{Unnumbered Section} % Starred version: no number \includegraphics[width=0.8\textwidth]{figure.pdf} % Image with optional width \cite{smith2022} % In-text citation
Environments
Environments are blocks of content that receive special treatment. Every environment opens with \begin{environmentname} and closes with \end{environmentname}. The document environment wraps your entire document. Other environments handle figures, tables, equations, lists, and more. Mismatched begin/end pairs are the most common source of compilation errors.
% Itemised (bullet) list \begin{itemize} \item First item \item Second item \item Third item \end{itemize} % Numbered (enumerated) list \begin{enumerate} \item First step \item Second step \end{enumerate} % Abstract environment (article class) \begin{abstract} Your abstract text here. \end{abstract} % Verbatim (code/text as-is, no LaTeX processing) \begin{verbatim} This text appears exactly as typed, \commands ignored. \end{verbatim}
Special Characters and Escaping
Several characters have special meaning in LaTeX and cannot be typed directly in text. They must be escaped with a backslash or replaced with a command.
| Character | LaTeX Command | What It Does if Unescaped |
|---|---|---|
& | \& | Column separator in tables |
% | \% | Starts a comment (rest of line ignored) |
$ | \$ | Enters/exits math mode |
# | \# | Parameter in macro definitions |
_ | \_ | Subscript in math mode |
^ | \^{} | Superscript in math mode |
~ | \textasciitilde | Non-breaking space |
\ | \textbackslash | Starts a command |
{ } | \{ \} | Groups arguments |
Document Structure and Classes
The first line of every LaTeX document declares its class with \documentclass{}. The document class defines the overall layout, available commands, and default formatting. Choosing the right class is the first structural decision in any Overleaf project.
Standard Document Classes
The most commonly used class. Supports sections, subsections, and subsubsections but not chapters. Used for journal articles, conference papers, lab reports, essays, and short technical documents. Most journal templates are based on article.
\documentclass[12pt, a4paper, twocolumn]{article}
Adds chapter-level headings above sections. Suitable for technical reports, bachelor’s and master’s theses, and long-form documents that benefit from chapter organisation. Different from book in that it does not force chapters to start on right-hand pages.
\documentclass[12pt, a4paper, oneside]{report}
Designed for book production. Chapters start on right-hand pages by default. Includes front matter, main matter, and back matter divisions. Used for textbooks, edited volumes, and monographs.
Creates PDF slide presentations. Uses frame environments instead of sections. Provides themes for visual design. Overleaf has a rich beamer template gallery for conference talks and lecture slides.
\documentclass{beamer} \usetheme{Madrid} \begin{frame}{Slide Title} Slide content here. \end{frame}
Sectioning Commands
LaTeX handles headings and numbering automatically. You declare the heading level; LaTeX numbers it, adds it to the table of contents, and applies consistent formatting. The starred version (with *) suppresses numbering and excludes the heading from the table of contents.
\section{Top-Level Heading} % 1, 2, 3 ... \subsection{Second-Level Heading} % 1.1, 1.2 ... \subsubsection{Third-Level} % 1.1.1, 1.1.2 ... \paragraph{Named Paragraph} % Inline heading \subparagraph{Sub-paragraph} % In report/book class, add: \chapter{Chapter Title} % Chapter 1, Chapter 2 ... % Table of contents (place after \maketitle) \tableofcontents \newpage
Cross-References: Labels and Refs
One of LaTeX’s most powerful features is automatic cross-referencing. Place a \label{key} after any numbered element (section, figure, table, equation), then reference it anywhere in the document with \ref{key}. LaTeX maintains all reference numbers automatically—if you add a new section before Section 3, what was Section 3 becomes Section 4, and every \ref{} pointing to it updates automatically in the next compilation.
\section{Methodology}\label{sec:methodology} As described in Section~\ref{sec:methodology}, the approach... % The tilde ~ prevents a line break between "Section" and the number % For page numbers: See page~\pageref{sec:methodology} for details. % Convention: prefix labels by type % sec: for sections, fig: for figures, tab: for tables, eq: for equations
Text Formatting and Environments
LaTeX provides commands for all standard text formatting. The key principle is that formatting commands describe semantic meaning rather than visual style—\emph{} means “emphasise this” rather than “make this italic,” and the class can define emphasis differently. This separation of meaning from appearance is what makes LaTeX documents consistent at scale.
Font and Text Commands
\textbf{Bold text} \textit{Italic text} \emph{Emphasised text} % Italic in normal context, upright in italic context \underline{Underlined text} \texttt{Monospace / typewriter text} \textsc{Small Caps} \textsuperscript{superscript} % Like footnote marks: text^{like this} \textsubscript{subscript} % Font sizes (relative to base size) {\tiny smallest} {\footnotesize smaller} {\small small} {\normalsize normal} {\large large} {\Large larger} {\huge huge}
Paragraphs, Spacing, and Line Breaks
In LaTeX, a blank line between text creates a new paragraph. A single line break in the source has no effect on output—LaTeX reflowes text automatically. This is a common surprise for new users who expect their source line breaks to appear in the PDF.
Starting a New Paragraph
Leave a blank line between paragraphs. LaTeX adds indentation and paragraph spacing automatically based on the document class.
First paragraph text here. Second paragraph starts here after the blank line.
Forced Line Breaks and New Pages
Use sparingly—LaTeX’s automatic layout usually produces better results than forced breaks.
\\ % Force line break \newline % Same as \\ \newpage % Start new page \clearpage % New page, flush floats \noindent % No indent on next paragraph
Packages That Extend Formatting
LaTeX packages extend the base system’s capabilities. Packages are loaded in the preamble with \usepackage{}. Overleaf has TeX Live installed, which includes virtually every package on CTAN (the Comprehensive TeX Archive Network), so you never need to install packages manually.
| Package | Purpose | Common Use |
|---|---|---|
amsmath | Extended math environments | Aligned equations, multi-line math, theorem environments |
graphicx | Include images | \includegraphics{} with scaling options |
hyperref | Clickable links and PDF metadata | Hyperlinks, clickable table of contents |
geometry | Page margins and dimensions | Custom margins: \usepackage[margin=2.5cm]{geometry} |
setspace | Line spacing | Double spacing: \doublespacing |
booktabs | Professional tables | Horizontal rules: \toprule, \midrule, \bottomrule |
natbib | Author-year and numeric citations | APA-style and other citation formats |
biblatex | Modern bibliography management | Full control over citation and bibliography style |
listings | Code listings with syntax highlighting | Displaying source code in documents |
xcolor | Colour support | Coloured text, table rows, boxes |
caption | Custom captions | Figure/table caption formatting |
todonotes | Margin notes during writing | \todo{Check this reference} |
Mathematical Equations in Overleaf
Mathematical typesetting is where LaTeX—and by extension Overleaf—outperforms every other writing tool available. The quality of LaTeX’s math rendering is the primary reason scientific journals in physics, mathematics, statistics, and engineering require LaTeX source rather than Word documents. The amsmath package, produced by the American Mathematical Society, provides the environments most academic writers need.
Inline vs Display Math
% Inline math — appears within the text flow The area of a circle is $A = \pi r^2$, where $r$ is the radius. % Display math — centred on its own line, no number \[ E = mc^2 \] % Numbered equation — use equation environment \begin{equation} F = ma \label{eq:newton} \end{equation} As shown in Equation~\eqref{eq:newton}, force equals mass times acceleration.
Common Mathematical Constructs
% Fractions \frac{numerator}{denominator} \dfrac{n}{d} % Display-style fraction in inline mode % Superscripts and subscripts x^{2} % Superscript: x² x_{i} % Subscript: x with index i x^{2}_{i} % Both: x² with subscript i % Greek letters \alpha \beta \gamma \delta \epsilon \theta \lambda \mu \pi \sigma \phi \omega % Sums, integrals, products \sum_{i=1}^{n} x_i \int_{0}^{\infty} f(x) \,dx \prod_{k=1}^{n} a_k % Square root and nth root \sqrt{x+y} \sqrt[3]{x} % Cube root % Matrices \begin{pmatrix} % Parenthesis brackets a & b \\ c & d \end{pmatrix}
Multi-Line Equations with alignment
\begin{align} y &= x^2 + 3x + 2 \label{eq:first} \\ &= (x+1)(x+2) \label{eq:factored} \end{align} % align* suppresses equation numbers \begin{align*} f(x) &= \int_0^x g(t)\,dt \\ f'(x) &= g(x) \end{align*} % The & symbol marks the alignment point — all = signs align vertically
Overleaf’s Equation Autocomplete
Type a backslash in the editor and Overleaf shows a dropdown of matching commands. For math specifically, the autocomplete covers Greek letters, operators, and environments. You can also use Overleaf’s rich text mode for basic equations, which provides a visual equation editor—useful for initial drafting if you are not yet confident with LaTeX math syntax. For support producing academic documents with complex mathematical content, our custom science writing services cover mathematically intensive documents across disciplines.
Including Figures and Images
The graphicx package handles image inclusion in LaTeX. Overleaf supports PDF, PNG, JPG, and EPS formats. PDF images generally produce the best quality in compiled documents because they scale without pixelation. For plots and graphs, export from MATLAB, Python (matplotlib), or R as PDF or high-resolution PNG before uploading to Overleaf.
Uploading Images to Overleaf
- Click the upload button in the file tree panel (left sidebar). It appears as an up-arrow icon above the file list.
- Choose your image file from your computer. Overleaf accepts .pdf, .png, .jpg, .eps. Drag and drop also works directly onto the file tree.
- Organise into a folder (optional but recommended). Right-click in the file tree and select “New Folder” — name it
figuresorimages. Keeping images separate from .tex files makes large projects manageable. - Reference the file path in your
\includegraphicscommand. If in a folder:\includegraphics{figures/myplot.pdf}.
The Figure Environment
\begin{figure}[htbp] % Placement: here, top, bottom, page \centering \includegraphics[width=0.8\textwidth]{figures/results.pdf} \caption{Results showing the relationship between X and Y variables. Error bars represent standard deviation (n=45).} \label{fig:results} \end{figure} % Reference in text: As shown in Figure~\ref{fig:results}, the correlation is strong.
Figure Placement and Floats
LaTeX places figures and tables automatically as “floats”—it finds the best available position that does not interrupt text flow. The placement specifier in square brackets is a preference, not an absolute instruction. The options are h (here, where the command appears), t (top of page), b (bottom of page), p (separate page for floats only), and ! (override LaTeX’s float restrictions). [htbp] is the most permissive combination and usually produces good placement.
New LaTeX users frequently struggle with figures appearing far from where they were placed in the source. This is by design—LaTeX is optimising for good page layout. The solution is not to fight the placement system with [h!] or \FloatBarrier (though these work). The solution is to reference your figures by label rather than by position (“in the figure below”) and trust that LaTeX will place them near the relevant text. If placement is genuinely critical, the float package’s H specifier forces a figure exactly where specified—but this can break page layout.
Side-by-Side Figures with subfigure
\usepackage{subcaption} % In preamble \begin{figure}[htbp] \centering \begin{subfigure}[b]{0.48\textwidth} \centering \includegraphics[width=\textwidth]{figures/fig1.pdf} \caption{First subfigure} \label{fig:a} \end{subfigure} \hfill \begin{subfigure}[b]{0.48\textwidth} \centering \includegraphics[width=\textwidth]{figures/fig2.pdf} \caption{Second subfigure} \label{fig:b} \end{subfigure} \caption{Overall caption for both figures.} \label{fig:both} \end{figure}
Creating Tables in LaTeX and Overleaf
Tables in LaTeX require more initial code than in Word but produce more consistent, professionally formatted results. The tabular environment handles the table content; the table float environment handles placement, caption, and label. The booktabs package provides horizontal rules that meet journal formatting standards—always load it.
Basic Table Structure
\usepackage{booktabs} % In preamble \begin{table}[htbp] \centering \caption{Descriptive Statistics by Group} % Caption above table \label{tab:descriptive} \begin{tabular}{lrrrr} % l=left, r=right, c=centre (one letter per column) \toprule Group & n & Mean & SD & Range \\ \midrule Control & 45 & 23.4 & 4.1 & 15--32 \\ Treatment & 48 & 28.9 & 3.7 & 19--38 \\ Combined & 93 & 26.2 & 4.6 & 15--38 \\ \bottomrule \end{tabular} \end{table}
l — left-aligned column | c — centred column | r — right-aligned column
p{4cm} — fixed-width column with text wrapping at specified width
| — vertical line between columns (avoid in professional tables—use booktabs instead)
@{} — suppresses inter-column space; useful for aligning decimal points: r@{.}l
Multi-Page Tables with longtable
\usepackage{longtable} \usepackage{booktabs} \begin{longtable}{lrr} \caption{Full Dataset Results} \label{tab:full} \\ \toprule ID & Score & Rank \\ \midrule \endfirsthead % Header for first page only \toprule ID & Score & Rank \\ \midrule \endhead % Header repeated on subsequent pages \bottomrule \endfoot % Footer on every page except last \bottomrule \endlastfoot % Footer on last page % Table content rows 1 & 87.3 & 1 \\ 2 & 84.1 & 2 \\ \end{longtable}
Citations and Bibliography with BibTeX and BibLaTeX
Automated bibliography management is one of the most compelling reasons academics choose LaTeX over Word. You maintain a .bib file—a database of references in BibTeX format—and LaTeX generates your reference list automatically, formatted to your chosen citation style, numbered or author-year, in whatever order the style requires. Adding or removing a citation automatically updates the reference list without any manual intervention.
Creating a .bib File
In Overleaf’s file tree, click the new file button and name it references.bib. This file holds all your references in BibTeX format. Each entry has a type (@article, @book, @inproceedings), a unique citation key, and fields containing the reference’s metadata.
% Journal article @article{smith2022cognitive, author = {Smith, John A. and Jones, Mary B.}, title = {Cognitive Effects of Sleep Deprivation in University Students}, journal = {Journal of Sleep Research}, year = {2022}, volume = {31}, number = {4}, pages = {e13540}, doi = {10.1111/jsr.13540} } % Book @book{knuth1986tex, author = {Knuth, Donald E.}, title = {The \TeX{}book}, publisher = {Addison-Wesley}, year = {1986}, address = {Reading, MA} } % Conference paper @inproceedings{lee2021attention, author = {Lee, S. and Park, K.}, title = {Attention Mechanisms in Transformer Networks}, booktitle = {Proceedings of the 38th International Conference on Machine Learning}, year = {2021}, pages = {6234--6245} }
Citing in the Document
% Method 1: Traditional BibTeX \usepackage{natbib} % Flexible citation commands % In text: Smith et al.~\citep{smith2022cognitive} found that... \citet{smith2022cognitive} found that... % Author (year) format \citep{smith2022cognitive} % (Author, year) format \cite{smith2022cognitive} % Author, year — no brackets % At end of document (before \end{document}): \bibliographystyle{apalike} % Style: plain, apalike, ieeetr, etc. \bibliography{references} % Filename without .bib extension
BibLaTeX: The Modern Alternative
BibLaTeX with the Biber backend is the current standard for bibliography management in LaTeX, replacing traditional BibTeX for most use cases. It offers better Unicode support, more flexible citation styles, and easier customisation. Many new journal templates use BibLaTeX.
% In preamble: \usepackage[style=apa, backend=biber]{biblatex} \addbibresource{references.bib} % In text: \cite{smith2022cognitive} \textcite{smith2022cognitive} % Author (year) inline \parencite{smith2022cognitive} % (Author, year) parenthetical % At end of document: \printbibliography % In Overleaf: Menu → Compiler → select "pdfLaTeX + Biber"
Importing References from Zotero and Mendeley
Overleaf Standard and Professional plans integrate directly with Zotero and Mendeley. Link your account in Overleaf settings, and your Zotero or Mendeley library appears in the Overleaf file tree as a .bib file that syncs automatically. When you add a new reference in Zotero, reopen the Overleaf file tree and the .bib file updates. This workflow eliminates manual BibTeX entry, which is error-prone and time-consuming for large bibliographies. For research writing support that includes citation management, our research paper writing services handle the complete reference workflow.
Collaboration Features in Overleaf
Real-Time Collaborative Editing
Multiple authors can edit the same Overleaf project simultaneously. Changes appear in real time for all collaborators—similar to Google Docs but for LaTeX. Each collaborator’s cursor appears with a colour-coded label. The free plan supports one additional collaborator; paid plans expand this. Collaboration in Overleaf eliminates the “which version is the latest?” problem that plagues emailed document sharing.
Sharing a Project
- Click the Share button in the top-right of any open project. The share panel opens.
- Enter collaborators’ email addresses. Choose their access level: Can Edit (full editing rights) or Can View (read-only access). Click the Share button to send the invitation.
- Alternatively, generate a link. “Anyone with this link can edit” or “Anyone with this link can view.” Useful for reviewers who may not have Overleaf accounts—they can create a free account via the link.
- The editor colours next to each collaborator’s name indicate who is actively editing. Click a collaborator’s avatar to jump to their cursor position in the source.
Track Changes (Paid Plans)
Track Changes in Overleaf works similarly to Word’s revision tracking. Enable it from the Review menu in the editor toolbar. When active, all edits appear highlighted: additions in green, deletions in red with strikethrough. Each change is attributed to the author who made it. The document owner or any editor with Track Changes permissions can accept or reject individual changes. This feature is essential for co-authoring with supervisors, co-investigators, or journal reviewers who want to see exactly what changed between versions.
Comments and Review
In Track Changes mode, select any text and click “Add Comment” to leave an inline comment visible to all collaborators. Comments appear in the margin panel on the right side of the editor. This creates a structured review workflow: one author writes, another comments, the first author responds and resolves. All comments are timestamped and attributed, creating a record of editorial decisions throughout the writing process.
Project History
Overleaf maintains a full history of every compilation and edit. Access it via History in the toolbar. The free plan shows 24 hours of history; paid plans show full project history from creation. Each history entry shows a diff view—highlighted additions and deletions—so you can see exactly what changed between any two points. You can restore any previous version with one click. This effectively functions as built-in version control, though it is not as granular as Git.
Git and GitHub Sync (Paid Plans)
$ git clone https://git.overleaf.com/your-project-id # Work locally, then push back to Overleaf $ git add . $ git commit -m "Add methodology section" $ git push origin master # Pull changes made in Overleaf by collaborators $ git pull origin master
Git integration lets you work in your preferred local editor (VS Code, Emacs, Vim) and sync changes bidirectionally with Overleaf. This is particularly useful for researchers who are comfortable with command-line Git and want the version control granularity of Git commits alongside Overleaf’s collaborative compilation. The GitHub sync feature (also paid) connects Overleaf directly to a GitHub repository—useful for open-source papers or when your institution’s data policies require code and paper to be version-controlled together.
Templates and Journal Submission Workflows
One of Overleaf’s most practically valuable features is its template gallery. Rather than building a journal-compliant document from scratch, you load the journal’s official template—which sets the document class, packages, page layout, font, column structure, and citation style automatically—and fill in your content. This saves hours of formatting work and ensures your submission meets the journal’s exact requirements.
Finding and Using Templates
- From the Overleaf dashboard, click New Project → View All Templates. The template gallery opens with search and filter options.
- Search by journal name, conference, institution, or document type. Templates are tagged by publisher (Elsevier, Springer, IEEE, ACM, APS, Nature, etc.) and by type (journal article, conference paper, dissertation, CV, presentation).
- Click a template to see a preview. If it matches your target, click Open as Template. Overleaf creates a new project from the template with all files pre-configured.
- Replace the placeholder content with your own text, figures, and references. The structure—including required sections, formatting, and citation style—is already in place.
Major Publisher Templates Available in Overleaf
| Publisher / Conference | Template Type | Citation Style |
|---|---|---|
| Elsevier | Journal article (elsarticle) | Numbered or author-year (journal-specific) |
| IEEE | Conference and journal | Numbered [1], [2] |
| Springer | Journal article, book chapter | Author-year or numbered |
| ACM | Conference proceedings | Numbered or author-year |
| APS (Physical Review) | Journal article (REVTeX) | Numbered |
| Nature Portfolio | Nature, Nature Methods, etc. | Numbered superscript |
| APA | Manuscript, thesis | Author-year |
| NeurIPS / ICML | Conference paper | Numbered |
Dissertation Templates by University
Many universities provide official Overleaf dissertation templates. Search your institution name in the template gallery—templates from Oxford, Cambridge, MIT, Imperial, Edinburgh, and many other universities are available. If your university’s template is not in the gallery, check your graduate school website. Most provide a .zip file of LaTeX files that you can upload to Overleaf as a new project. The Overleaf template gallery is searchable by institution and document type.
Submitting to Journals from Overleaf
Overleaf has direct submission integration with a growing list of journals. When your paper is ready, click Submit in the editor toolbar. If your target journal appears in the submission integration list, Overleaf packages your .tex files, figures, and .bib file and transfers them directly to the journal’s submission system. For journals without direct integration, use Overleaf’s Download Source function to export a ZIP archive of all project files, then upload that ZIP to the journal’s submission portal.
Keyboard Shortcuts and Productivity Features
Overleaf’s keyboard shortcuts significantly reduce the friction of LaTeX editing. Most shortcuts are consistent with standard text editor conventions, with additional LaTeX-specific shortcuts for compiling, wrapping text in commands, and navigating the editor.
Essential Keyboard Shortcuts
SyncTeX is Overleaf’s most productivity-enhancing hidden feature. Ctrl+click anywhere in the PDF preview and Overleaf jumps to the corresponding line in the source editor. Conversely, pressing Ctrl+. in the editor jumps the PDF view to display the section you are currently editing. This bidirectional navigation eliminates the constant scrolling between source and output that slows down revision work, especially in long documents.
Rich Text Mode vs Source Mode
Overleaf offers two editing modes accessible from the toolbar: Source (standard LaTeX code) and Rich Text (a simplified visual editor). Rich Text mode hides the LaTeX commands and shows formatted text directly, similar to a word processor. Headings look like headings; bold appears bold; equations render inline. For users new to LaTeX who want to learn the syntax gradually, Rich Text mode reduces the initial intimidation while the underlying LaTeX source remains intact and compilable.
The transition from Rich Text to Source mode is straightforward—switch at any time using the toggle in the toolbar. Most experienced LaTeX users work exclusively in Source mode because Rich Text’s visual abstraction can occasionally produce unexpected source code that is harder to debug.
Troubleshooting Compilation Errors
Every LaTeX user encounters compilation errors. The Overleaf logs panel provides the same output as a local LaTeX installation, which can be verbose and initially intimidating. Understanding how to read error messages efficiently—finding the relevant line and understanding what it reports—makes debugging fast rather than frustrating.
Reading the Error Log
! LaTeX Error: File `natbib.sty' not found. Type X to quit or <RETURN> to proceed, or enter new name. (Default extension: sty) Enter file name: ! Emergency stop. l.3 \usepackage {natbib} ! ==> Fatal error occurred, no output PDF file produced!
This error tells you: the file natbib.sty was not found. The line l.3 means line 3 of the source file. The fix: the package name may be misspelled, or (in a local installation) the package is not installed. In Overleaf, this virtually never happens because TeX Live is fully installed—the more likely cause is a typo: \usepackage{natbib} written as \usepackage{nattbib}.
Most Common Errors and Fixes
Cause: A mathematical symbol (_, ^, \alpha, etc.) appeared outside of math mode.
Fix: Wrap the math expression in $...$ (inline) or \[...\] (display). Check for underscore characters in text—use \_ in text, not _.
Cause: A command was used that LaTeX does not recognise—either misspelled or from a package that was not loaded.
Fix: Check spelling of the command. If the command requires a package (e.g., \citep requires natbib), add \usepackage{natbib} to the preamble.
Cause: An \includegraphics command references an image file that does not exist in the project, or the filename/path is wrong.
Fix: Verify the filename in the file tree matches exactly (including capitalisation). If the file is in a subfolder, include the folder path: \includegraphics{figures/myplot.pdf}.
Cause: Mismatched curly braces or environments. An extra closing brace }, or a \begin{} without a matching \end{}.
Fix: Overleaf’s bracket matching highlight helps: click any brace and its matching pair highlights. Scan the indicated line and nearby lines for unmatched braces. Use the editor’s fold/collapse features to isolate environments.
Cause: A word or element is too wide to fit in the line. LaTeX could not find a good line break. This is a warning, not an error—the document still compiles.
Fix: Add a \- hyphenation hint in the long word, use a \linebreak, or add the word to the hyphenation dictionary with \hyphenation{word-here} in the preamble. Loading the microtype package reduces overfull boxes significantly.
TeX Stack Exchange: The Essential Resource
For any error not resolved by the above fixes, paste the exact error message (from the Overleaf log) into a web search or directly into TeX Stack Exchange. This Q&A site has over 250,000 questions and answers covering virtually every LaTeX issue. Most error messages return multiple relevant solutions. The site is moderated by LaTeX experts and the answers are generally reliable and current.
Advanced Overleaf Features
Beyond the core writing workflow, Overleaf provides several advanced features that experienced users leverage to manage complex documents, automate formatting, and integrate with external tools.
Custom Commands and Macros
One of LaTeX’s most powerful features is the ability to define your own commands. If you find yourself typing the same sequence repeatedly—a specific equation, a styled text format, or a compound command—define it once in the preamble and use the shorthand throughout.
% In preamble — define a command for a frequently used notation \newcommand{\vect}[1]{\mathbf{#1}} % \vect{v} outputs bold v \newcommand{\R}{\mathbb{R}} % \R outputs ℝ (real numbers) \newcommand{\doi}[1]{% \href{https://doi.org/#1}{doi:#1} % \doi{10.1000/xyz} makes a hyperlink } % Redefining existing commands \renewcommand{\abstractname}{Summary} % Changes "Abstract" heading to "Summary"
Multi-File Projects with \input and \include
Long documents—dissertations, books—benefit from being split across multiple .tex files. The main file (e.g., main.tex) contains the preamble and structure; chapters or sections are in separate files included with \input or \include.
% main.tex \documentclass{report} % ... preamble ... \begin{document} \maketitle \tableofcontents \include{chapters/introduction} % Starts on new page, adds to TOC \include{chapters/literature} \include{chapters/methodology} \input{chapters/appendix_a} % Continues on same page \bibliography{references} \end{document} % \include: starts new page, usable with \includeonly for selective compilation % \input: pastes file content inline, no page break
Selective Compilation with \includeonly
For large documents, compiling all chapters every time takes longer than necessary. The \includeonly command in the preamble tells LaTeX to compile only specified chapters, while maintaining correct numbering for the whole document:
% Only compile chapter 3 and 4 — numbering still reflects whole document \includeonly{chapters/methodology, chapters/results}
Theorem Environments for Mathematics
\usepackage{amsthm} % Define theorem-like environments in preamble \newtheorem{theorem}{Theorem}[section] \newtheorem{lemma}[theorem]{Lemma} \newtheorem{corollary}[theorem]{Corollary} \theoremstyle{definition} \newtheorem{definition}[theorem]{Definition} % In document: \begin{theorem} For all real numbers $a$ and $b$, $(a+b)^2 = a^2 + 2ab + b^2$. \end{theorem} \begin{proof} Expanding directly: $(a+b)^2 = (a+b)(a+b) = a^2+ab+ba+b^2 = a^2+2ab+b^2$. \qed \end{proof}
Overleaf’s Built-In Spell Check and Grammar
Overleaf includes spell checking for over 70 languages. Activate it from the Menu → Spell Check → select your language. Misspelled words appear with a red underline. Right-click for suggestions. The spell checker is context-aware in the sense that it ignores LaTeX commands (which start with backslash), so command names do not trigger false positives. For academic writing, the spell check catches typos but does not perform grammar checking—proofread your content separately or use external tools before final submission. Our proofreading and editing services provide human review of documents produced in Overleaf, catching errors that automated checkers miss.
Overleaf AI Features
Overleaf has introduced AI-assisted writing features in its editor (available to certain plan levels). These include inline writing suggestions, reformulation assistance, and grammar improvements. While helpful for prose sections, AI assistance in LaTeX documents must be used carefully—AI tools are not trained on LaTeX syntax and can introduce structural errors into source code. Use AI assistance for the text content of paragraphs, not for LaTeX command structures or equations.
FAQs
.bib file in your Overleaf project containing your references in BibTeX format. In your main document, add \bibliographystyle{style} and \bibliography{filename} where you want the reference list to appear. Cite sources using \cite{key} in your text. Overleaf compiles BibTeX automatically. You can also import references directly from Zotero or Mendeley using Overleaf’s reference manager integration (requires Standard plan or higher).article, report, book, beamer (presentations), and letter. Many journals provide custom document classes (.cls files) that you can upload to Overleaf. University dissertation templates also provide their own document classes, often available directly in Overleaf’s template gallery.Need Help with Academic Document Writing?
Whether you need support formatting a dissertation, preparing a journal submission, or producing a complex research paper, our academic writing specialists and editing team provide expert guidance at every stage.
Get Academic Writing SupportFrom Your First Document to Publication-Ready Papers
The journey from “What is Overleaf?” to submitting a polished manuscript to a top journal is measured in weeks of practice, not years of expertise. The core workflow—write LaTeX source in the editor, compile to PDF, review output, adjust, recompile—becomes natural quickly. The harder part is learning the breadth of LaTeX’s capabilities: the equation environments for complex mathematics, the figure positioning system for multi-panel figures, the BibTeX workflow for large bibliographies, the custom commands that make long documents manageable.
The most effective learning strategy is working with real documents rather than tutorials in isolation. Start with a journal article you are actually writing—load the target journal’s Overleaf template, replace the placeholder content with your own, and encounter the specific challenges your document presents. Each error you fix and each formatting problem you solve builds the mental model that makes future documents faster and easier.
Overleaf’s template gallery, documentation, and the broader LaTeX community on TeX Stack Exchange together constitute an exceptionally comprehensive support ecosystem. Most questions have been asked and answered—often multiple times, with solutions for different contexts. The Overleaf Learn documentation covers virtually every aspect of LaTeX and Overleaf-specific features in clear, example-rich tutorials maintained by the Overleaf team. This combination of platform, community, and documentation makes LaTeX more accessible than it has ever been.
For students producing dissertations, researchers writing journal papers, and academics managing complex multi-author documents, Overleaf’s combination of collaborative editing, cloud compilation, template access, and journal submission integration makes it the most complete academic writing platform available. The learning investment—genuinely non-trivial for writers accustomed to word processors—pays dividends in document quality, consistency, and the professional credibility that comes with publication-ready typesetting.
Deepen your academic writing skills with our guides on dissertation and thesis writing, research paper writing, citation and referencing, and academic writing services. For students who prefer professional support alongside tool learning, our proofreading and editing services review Overleaf-produced documents to publication standards.