Save PDFs To Your Feedly Boards

 

You may know your way around our Feedly Boards already. They’re a place to save useful insights you’ve found in Feedly or around the web, and share them as newsletters with your teammates.

But insights can come from many kinds of media, including market reports, conference brochures, presentation decks, or whitepapers packed with industry knowledge. Typically, these exist in a PDF format.

Now, you can save PDFs to your Feedly Boards, so nothing is left out for a deep-dive understanding of a subject.

Run-through

Let’s suppose you’re an analyst for JP Morgan, learning about breaking developments in financial services. Here’s how to add the PDFs you find to your Boards.

Say you come across a fantastic online market report. In this case, it’s all about the technologies set to disrupt financial services in the near future.

Copy the URL from the browser URL bar.

Then, return to your Feedly Board, choose + ADD STORY, and paste the URL.

Feedly will extract the PDF’s title automatically from metadata or the name of the file. You can also shorten and change the title yourself.

Before you can save a story to a Board, add a summary.

Summaries show your team what they’re about to read and why it matters. They’ll also show up your Team Newsletter.

Write your own, or do as we’ve done here and copy the first paragraph of the report’s summary.

Once you’re done, click ‘Save To Board’.

The Board should now have your PDF at the top.

It’ll stay there for anyone in your team to view and comment on. Add as many PDFs as you want to populate the Board, so you can easily access all the reference points you need in one place.

If your board is configured with a team newsletter or a Slack or Microsoft Teams notification, the PDF link will be automatically included and shared with your teammates.

Your turn

Follow these steps to add slides, brochures, guides, market reports and more to your Boards. Now that you can save any insights you come across, you can be sure that crucial information never escapes you or your team when building a fuller picture of a topic.

Get more out of Feedly now with Team Newsletters when you upgrade to our Business plan. You’ll also get additional Boards, sources and sharing functionalities.