The Documents Page

After logging in to Lucidchart, you will find yourself on the documents page, which is the home page of your account. From this page you can create, organize, and share documents and folders, import Visio and other files, and access all parts of your account. Read on to learn all about the document page’s components and the actions that they can help you perform.

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The header of the documents page will link you to the following resources within your Lucidchart account.

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Lucidchart website
Click lucidchart_icon.png on the left to navigate to the home page of the Lucidchart website where you can learn all about the product and its wide range of use cases.

Documents viewer
Click documents button to return to your documents page if you navigate away from it.

Integrations manager
Click integrations button to navigate to the integrations manager.

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Hover over a tile in the manager to learn more about an integration or install it into your account. Integrations flagged by team_icon_small.png are only available to team and enterprise accounts, so clicking install_integration.png will take you to your account settings page where you can upgrade your account.

Help center
Have questions about Lucidchart? Click help_button.png to go to the help center where you will find a pool of articles and videos about Lucidchart features, integrations, and settings.

Notifications feed
Click notifications_icon.png to access your notifications feed.

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  • Click gear_icon.png in the top right to navigate to your account settings panel where you can select what kinds notifications you want to receive. You can turn notifications on or off for the following events:

    • A user comments on or edits a document that you are subscribed to
    • A user shares a document or folder with you
    • A user re-shares your document with another user
  • In addition to the optional notifications listed above, you will always be alerted when a user has invited you to join a Lucidchart team.
  • If you receive a notification that a document has been shared with you, you can open that document by clicking on the notification in your feed. You will not be able to access shared folders through this feed, but you can locate a shared folder by searching its name in your documents page.
  • You will also get email notifications for events you are subscribed to.
  • You can remove items from your notification feed at any time by clicking remove_a_notification.png to the right of a notification.
More
Click on your email address on the right side of the header to access your account settings, log out of your account, or navigate to the wonderful brand management platform of Lucidpress.

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On the left of the documents page is the folder manager where you can create and manage your folders.

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  • At the top of this panel is a tree containing any folders that you have created or that have been shared with you.
  • A folder named "My Documents" will be at the top of the tree; this is the master folder of your account that contains all of the folders and documents that you have created. The rest of your folders will be in alphabetical order underneath.
  • Folders shared with you, or that you have shared with other users, will be marked by one_person_sharing_icon.png.
  • You can expand or collapse a folder's contents by toggling the triangle next to its name.
  • To move a folder into another, drag and drop the folder label onto the other's.
  • Right-click a folder label or click edit_icon.png next to a folder’s name to access the following options:

    New Folder: Create a subfolder within the folder.
    New Document: Create a new document within the folder.
    Share: Open the share dialog, where you can invite collaborators to edit, comment on, or view the documents within the folder.
    Rename: Rename the folder.
    Delete: Move the folder into the trash, where it will be deleted permanently after 7 days. You can also manually drag the folder into the trash.
    Details: Open a dialog that displays the name, number of items, and owner of the folder.

  • Underneath the folder tree you will see the following:

    recent_documents.png: This folder contains the documents that you or a collaborator have recently opened, organized from newest to oldest.
    shared_with_me.png: This folder contains any documents that another user has shared with you, organized from newest to oldest.
    trash.png: This folder contains any documents that you have moved to the trash within the past 7 days. Restore a document to its previous folder by right-clicking on its thumbnail and selecting “restore.”
    search_results.png: If you enter text into the search bar at the top right of your documents viewer, a list of matches will display. If you click out of the search results page, you return to it by clicking “search results.”

Underneath the header, you will see a row of templates that are customized to the persona that you selected upon first logging in.

the_template_gallery.png

  • Click on one of the thumbnails to open an editable copy of it.
  • Click new_blank_document.png to create a document from scratch.
  • Browse the Lucidchart template library by clicking more_templates.png.
  • To hide the template banner, click more_icon.png in the top right corner and select “hide templates." You can re-enable it at any time in the preferences tab of your account settings. 
The heart of the documents page is the documents viewer, which displays all of the documents and subfolders within a selected folder. By default, this viewer will display the contents of the “My Documents” folder.

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Create documents and folders and import files
  • Click create_a_new_document.png to create a blank document.
  • Click open_the_template_library_.png to open up the template library.
  • Click create_a_new_folder.png to create a new folder.
  • To import a file from a different platform and open it in Lucidchart, click import_button.png and select a file type. After importing a Visio, Gliffy, Draw.io, or OmniGraffle file, a new document containing the diagram will appear in your documents viewer. After importing AWS architecture, a new document with the contents of your import will automatically open in the editor.
Search for documents and folders
  • Search your account for a document or folder using the search bar at the top right. The viewer will display any items with names that contain the the search bar's contents.

    docs_viewer_search_bar.png
  • If you click out of the search results display, you can re-enter it at any time by clicking search_results.png at the bottom of the folder manager.
Organize the documents viewer
  • By default, your documents and folders will appear as thumbnails sorted from newest to oldest, but you can adjust these settings with the icons to the right of the search bar.
  • Click modify_docs_viewer_style.png to shift from a thumbnail view to a list view.
  • Click modify_docs_viewer_ordering.png to pull up the following organization options:

    docs_viewer_ordering_options.png
  • You can also toggle between A - Z and Z - A organization by clicking “Title” in list view, and between New - Old and Old - New by clicking “Modified.”

    docs_viewer_list_view.png
Share documents and folders
  • Hover over a document or folder and click share_your_document.png to open the sharing dialog. Alternatively, click more_document_options.png and select "Share."
  • In the dialog pops up, enter an email, username, or group name and click Screen_Shot_2018-01-25_at_9.47.56_AM.png.
  • The item will appear in the user(s)' shared_with_me.png folder.
  • Items that have been shared with you, or that you have shared with other users, will be marked by two_person_sharing_icon.png.
More
Hover over a document or folder and click more_document_options.png or more_icon.png to access the following options:
  • Open: Open the document in the editor or view the folder's contents. You can also hover over the document or folder and click open_your_document.png.
  • Rename: Rename the document or folder.
  • Copy: Create a copy of the document or folder.

    • The copy will appear as the most recent item in your viewer.
    • The original folder's contents will copied into the new folder; however, it may take a few minutes for the contents to load.
  • Delete: Move the document to the trash, where it will be permanently removed after 7 days.
The following options are only available to documents:
  • Set reminder: Set a recurring reminder to update your document after a specified number of days.
  • Get change notifications: Elect to receive notifications whenever an edit has been made to your document.
  • Convert to Template: Convert your document to a template.

    • In the dialog that opens, select a category for the template, enter a description, and click Screen_Shot_2018-01-25_at_10.49.49_AM.png. You can modify these details by clicking more_document_options.png and selecting "Edit Template Details."
    • This option does not make a copy of your document, but rather converts your document to template form.
    • You can find your templates in the "Personal" section of the template library.

      personal_templates.png
    • To create an editable copy of a template, hover over its thumbnail and select Screen_Shot_2018-01-25_at_9.53.48_AM.png or click on its thumbnail in the template library.
    • To edit a template, click more_document_options.png and select "Edit Template."
  • Details: Open a dialog that displays the name, size, creation date, and last modified date of the document.


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