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Create a document

Create your first document and familiarize yourself with the Lucidchart editor.

Get a free Lucidchart account. All it takes is an email.

Transcript

Creating your first lucidchart diagram is an easy way to start communicating your ideas, projects, and processes visually. Start by setting up a free account or if you already have one go ahead and just log in. I'm going to login using Google here you can see the folder tree on the left and any documents you've already created will appear here in the center you can start with a blank document by clicking on the document button or jump start your project using one of Lucidchart's existing templates. Just click on the orange drop down arrow next to the document button to explore and preview all the different categories of diagrams Lucidchart has already built if you find one you like click on the template and start editing it to suit your needs. For now I'm going to start with a blank document by clicking on the blue start drawing button in the bottom right of the template window. Now we're in the Lucidchart editor. If this is your first time here it can be helpful to quickly acquaint yourself with the tools available. On the left is a tool box it shows you all the shapes in each of your open libraries you can access more shapes by clicking the add shapes button at the bottom of the toolbox. At the top of the screen is an option to return to your documents page, to name your diagram -- we'll name this one new diagram -- or to look at some of your account settings. Let's go ahead and add some content to our document. First, drag a shape from one of the libraries on the left onto the canvas the central area of the editor then give it a label if you click one of the circles on the border of the shape and drag it out it creates a line. When you let go, Lucidchart Auto-prompts you to choose your next shape if you don't choose a shape here you can just drag out a new shape from the toolbox and place it next to the arrowhead a red node will glow over the connection and the line will attach to the new shape. You can customize the text formatting and give your shape a color by using the property bar above the canvas. You can use it to format an individual object or to set defaults for the rest of your document. If you want to set defaults, make sure you're not selecting anything on the canvas and then change the properties. You can see now that when I drag a new shape onto the canvas it has the properties I selected. Above the property bar is the menu bar which has all the common windows and actions that you'd expect to find here plus an opportunity to search directly for features using our feature find. We also have some options for sharing and let's take a closer look at those now. When you're ready to share your document with other collaborators just click the orange share button in the top right corner of the editor and enter the email of your recipients. You can select the appropriate permissions using the drop-down on the right side of the screen is a doc check out our other tutorials for a deeper dive on all the awesome functions and features on the dock like revision history layers and even more collaboration tools finally beneath the canvas we can see what page were working on and we can add more pages to our project by clicking the plus button. With these tools you're well on your way to communicating visually using Lucidchart. Check out our next tutorials to learn about more cool features and innovative ways to use Lucidchart