How to annotate articles and PDFs- cronycle

How to annotate articles and PDFs

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Inourquesttomakeiteasierforprofessionalsandteamsto makesenseofinformationandcurateintelligencefroman over abundanceofcontent,wehaveconstantlyimprovedthe possibilitytoannotatearticles,PDFsandevenemails.Notonly canyouhighlightandaddyourcommentarywithinanarticle, PDFreportornewsletter,youcanalsolabelannotations,see themintheboardinsightsview,andextracttheminmany usefulways.ThismakesCronycleapowerfularticle,PDFand emailannotatorwithaconsistentworkflowacrossseveral formats.

Thisisvaluableforseveralreasons,suchas:

Highlightinganimportantpassagetosignalteam membersastowhatinformationisinterestingorcritical tocheck thussavingtime

Extractingimportant quotesyoumaywanttouse elsewhere,forexamplewhilepreparingareport,original content orwhensummarizingarticles.Allwhilekeeping thereference

Organizingkeypointsfoundinarticlesusinglabels, buildingastructuredknowledgebase

Startingateamdiscussionaboutaninsight,problemor questiontohelptheteammakesenseofinformation

Thistutorialexplainshowtoannotatearticles,webpages you’vesaved,andeventextinPDFsandemailnewsletters.

Annotation,Highlight,Insights,OrganizeContent,

InCronycle,gotooneofyourboards,orcreateoneifneeded. Werecommendyouhavedierentboardsfordierenttopics ofinterest,marketcategories,customersortargetaudience.

First,saveapieceofonlinecontent,suchasanarticle, LinkedInpost,etc,ontotheboard Thereareseveralways tosavecontent toyourboard:pinfromCronyclefeeds,adda URLtotheboard,usetheCronyclecontentclipperortheiOS application.

Next,openthearticlefromtheboardintothereader,and simplyuseyourcursortohighlightthesectionoftextyou wanttoannotate.Severaloptionsappear annotate,tweet, emailandcopy

Addanannotationoncontentsavedonaboard

ClickonAnnotate Nowthehighlightedsectionissavedasan annotation,withayellowbackgroundandanasterisk displayedtotherightofthehighlight

Annotate uploaded PDF les

IfyouwanttoannotateaPDFsembeddedonapublicwebpage (andparticularlyifyouplantoshareitoutsideCronycle), directlyclipthewebpagecontainingthePDF.Todothis, useourcontentclipper,oraddthewebpageURLtoyourboard VeryshortlyafteryoucliptheonlinePDF,itwillappearasa tileonyourboardandlookjustlikeanarticlewithanattached PDF.

Ifthisfails,orifthePDFisnotembeddedinapublicwebpage,

youneedtouploadthefiletoyourboard Youhaveseveral methods:draganddrop,pasteorbrowsefromtheboard contentcreator Notethatifyouuploadafile,youwon’tbe abletopublishitoutsideyourboard.

UploadedfilesandclippedPDFsgetconvertedsoyoucan annotate Inbothcases,openthereader,selectsometextand clickonAnnotate.

IthappensthatlargePDFfilesfailtoconvert.Whenthis happens,don’thesitatetoreducethefilesizewithaoptimizer orbyremovingun necessarypages.Lighterfilesmake everythinglighterandsavespaceandenergy Learnmore

aboutcollectingandconvertingPDFswiththisdedicated tutorial

Annotate newsletters and other emails

Inrecentyears,newslettershavebecomeanextremely valuableandpopularmethodtodeliverupdatesandanalysis. ManyserviceshavestoppedprovidingRSSfeedsandinstead oeremailalertsandnewsletterstoreceiveupdates.Someof theseemailscontainvaluableinsightsandanalysis,worth takingintoyourinformationworkflow

WithCronyclefeeds,emailscanbeaggregatedandfiltered justlikeothersources EachCronycleuserhasanemail addresstousetosubscribeorforwardemailsto.Inaddition, addthesender(from)emailaddresstoacustomfeeds,adjust filters,andnewemailsstartappearinginthefeed

Youcan“pin”theemailtooneofyourboards,using thepinbuttononthefeedvieworinthereader Oncedone,a previewappearsontherightshowinghowitwassavedonyour board Emailnewslettersaresavedasfixedtextnotes non editabletextdocumentscontainingallthetextintheemails alongsidelinks,imagesandmostoftheformatting

LikeforarticlesandPDFs,opentheboarditem:youcan highlightandclickonAnnotateintheemailnewsletterreader.

Enrich annotations

Whenyouhoveryourmouseovertheannotation,you’llseea newsetofoptionsfromthearticle,PDFandemailnewsletter

ClickonCopytocopythehighlightedtexttoyourclipboard AppendtoSummarywilladdthehighlightedtexttothearticle summaryandauto saveit(providedyouhaven’treachedthe maximumnumberofcharacters).Extractasanotewillcreatea newnoteonyourboardwiththehighlightedtextinquote format,authorifavailableandsource.Andfinally,Morewill showawindowwithalabel,thepossibilitytoaddnotes,and otherextractionoptions.Youcanseethiswindowalsoby clickingdirectlyontheannotationitself:

Optionsforanannotation

Label your annotation

Labeltheannotationtocategorizeinformation Youcantype yourownlabel,oruseoneofthesuggestions Markup(added bydefault),Person,Location,OrganizationorDate Onlyone labelcanbeaddedsimultaneously,andbytheuserwhoadded theannotation

Add notes to an annotation on an article or PDF

Thearticle,PDFandemailnewsletterannotatorletsyouadd noteswithyourthoughtsorcommentary,foreachannotation Thiscanbebothforyourself(tosummarizeakeypoint, describeaninsight,etc),orforyourteammembers Youcan evenadd@mentionssoothersgetanotification(provided theyhaveenablednotificationsforthatboard) Othernotes canbeaddedafteryours.Eachnoteshowsthenameofthe personwhoaddedit,andtheoptionfortheauthortoeditor delete.

Seriesofnotesaddedbyateamtoanannotation

Extract annotations

Youcanextractthehighlightedtext usuallyaninsight in severalwaystosmoothlyspeedupyourworkflow: Appendtothesummarytohelpyouaddkeypointsinto thesummaryfieldwhichyoucaneditbeforepublishing Extractasanotetocreateanewnoteontheboard containingthehighlightedtextinquotestylealongside thereference,andauthorwhenavailable. Copytoclipboardtoeasilytakethehighlightedtextto otherapps.Sub optionsappeartosetwhatyouwantto copy

DiscussonaCrystaltostartaconversationontheboardas ateam(forEnterpriseusersonly)

Inaddition,whenyouclickonthe3dots[ ]tothetopright, yougetthefollowingoptions:

SharetheannotationonTwitterorviaemail Inboth cases,thehighlightedtextandoriginallinkareaddedto thedraftmessage

Removetheannotation,whichremovesthehighlightbut alsoanynoteorlabeladded Ifyoualreadyextractedthis annotationasanotetotheboard,orappendedittothe summary,theseextractedelementswillremain

View annotations

Onceyou’veannotatedanarticle,eachannotationremains visibleasahighlightinthecontentreader.Thenumberof annotationsisalsovisibleontheboardtile,withahighlighter symbolandanumber:

Annotationscaneasilybereviewed,withthehighlightedtext andlabel,intheboardinsightsviewdescribedinthisother post.YoucanswitchtothisviewbyclickingontheContent/ Insightsswitchtothefarrightintheboardmenu

Insightsviewontheboard

WhenyouannotatePDFs,thisviewisparticularlyusefulfor bringingforwardthekeypointsinverylengthydocuments

Annotations’ portability

Ifyouwanttousetheseannotationsinareport,battlecardset, analysisdocumentororiginalcontent,youhavethreeoptions: copy,exportorpublish Insomecases,youneedtousenotes

Simply copy annotations

Youcancopyannotationstoyourclipboardatseveralpoints:

Boardmenuwhileintheinsightview:underExtract to copyalltheannotationsfromthecontentvisible. Options(three dotbutton)ofanotetilemadewith extractedannotations.

Contentreadermenu,toincludeannotationsandthefull content.

Export annotated text from articles, newsletters and PDFs to RTF or CSV

Usetheexportoptiontotakeannotations(highlightedtext, notesandthelabels)tootherapplicationsanddocuments.

Toexportinsightsfromoneitemontheboard,clickonthe threedots[ ]optionsfromthetilesintheboardvieworfrom theinsightsview.ThenselectExportyourinsights:

Wecurrentlysupportexportto:

CSV CommaValueSeparated,toimportintoExcel, GoogleSheetsandothertables.

RTF RichTextFormat,toimportintotexteditors. ThisinsightsRTFexportoptionalsoworksforrichtextnotes onyourboard,makingittheidealoptiontogetcontentinto GoogleDocsandMicrosoftWord.

Next,clickonExport Afilewillsoonbecomeavailableto download.

Youcanalsoexporttheannotations(withotherinsights) acrossallorfilteredcontentfromtheboarditself.Todothat, clickonExtractfromtheboardmenu,thenExport,andselect theinsightsoptionwiththefileformatyouneedforinsights Learnmoreaboutexportinginsightsontheinsightstutorial mentionedearlier

PublishinginCronyclehappenswhenyousetupaboardto shareitsnewcontentautomaticallytooneorseveraloptions suchasMicrosoftTeams,WordPress;orwhenaddingtothe integratednewslettereditor

Whileannotationsinanarticle,newslettersorPDFarenot directlypublishable,youcanextractthemasnotes(seeabove). Notesarepublishedtoalloptions,exceptRSSwhichisnot compatible.Learnmoreaboutthepublishoptionsfromthis dedicatedtutorial

Theenhancedabilitytoannotatearticles,newslettersand PDFswillbeamajortime saverforyourteam,making

collaborationandspeedtouseableinsightseasierthanever before

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