Lucidchart Governance

Forum|Forum|4 years ago
May 24, 2022
1 reply
39 views

My team works on a quarter and annual governance of our tools in the Revenue organization. Any tips/tricks on how best to review archive/delete and organize personal team and org level charts?

Ashley C

Lucid support team

Hi Alyssa

Thanks for posting this question! Here are some of our best tips and tricks to manage and organize documents.

Use the "Search documents" bar in the upper-right corner of the Homepage and Documents page. Click More Search Options to narrow your search by keyword location document attributes and more.
Standardize a document titling convention to make searching and locating documents easier.
Set document organization preferences using the icons next to the "Search documents" bar. These options include List view or Grid view and Sort order.
Use folders to organize similar documents in one location (org charts is one example).
Star important documents by clicking the star icon that appears when you hover your cursor over a folder or document tile. This will add it to the Starred Items folder in your account.

I hope this helps! Let us know if you have any additional thoughts or questions.

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