Extract key company data as PDF
Your PDF Extract effortlessly gives you access to crucial information while on the move, ideal for quick reviews before meetings. This feature provides an at-a-glance overview of the latest key data, tailored for situations where you're heading to a meeting and need to catch up quickly. It's designed for offline use, sharing with colleagues who might not have access to the platform, including those in senior roles who may not typically use it.
Step-by-Step Guide:
- Head to “Companies Page”
- Press “All Companies”
- Navigate to Company Profile
- Click ellipsis to View Options
- Select “Extract to PDF”
- Ensure the Destination option is set to “Save as PDF”
- Press “Save”
- A pop-up will then allow you to save the PDF in your desired location
Your extract creates a concise, digestible snapshot of the most important aspects of the company rather than replicating the company profile page's layout.