How can I organize documents in Lucid?
Is there any way to organize documents into something like a file system, or at least into categories or groups, with an Individual license? One huge pile of documents is unmanageable.
Is there any way to organize documents into something like a file system, or at least into categories or groups, with an Individual license? One huge pile of documents is unmanageable.
Thank you for posting in the Lucid community!
Good news for you - yes, you able to create personal folders within your "My Documents" section to organize your projects.
You can also add tags and attributes to organize your documents.
If you would like to add folders, the following resources provide guidance and instruction. To add a folder, click the +New button in Lucid and choose the folder type; individual folders are created in My Documents:
Keep Your Diagrams Organized With Folders | Lucidchart Blog
Lucid Folder Organization: A Recommended Structure | Community
If you would like to organize your documents through tags and attributes to simplify searching for them, see:
Use custom status tags and attributes to organize documents – Lucid
Happy organizing!
Dana
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