Admins can set up custom attributes for their organizations to use in order to improve the
use and searchability of documents in Lucidchart.
To get started, navigate to the Admin panel by clicking on Team in the top ribbon of the
Documents page.
Then navigate down to Document Management.
You’ll notice we have the Document title field at the top that can’t be edited.
Next you’ll see document status.
You can see the status options that are available by clicking on the drop down menu here.
Document Status is a special attribute that can’t be deleted but can be edited.
To edit the Status or color options just click the Edit button in the right hand side of
the screen.
Here you can toggle color on and off, as well as changing the what colors you want attached
to which status.
You can use the handles on the left to reorder the status, or add a new status at the bottom
of the window by clicking Add another value.
You can then update the color and name of that status.
You can also delete any status you’ve created by hovering to the right and clicking the
delete button.
Once you’re satisfied with your changes, just click Save.
Any other attribute you see in this list is a custom attribute that has been added to
your account.
You can edit any of these attributes by clicking the Edit button in the top right corner of
the attribute’s window, or delete the attribute by clicking the Delete button.
You can also drag and drop attributes using the handles on the left side of the attribute
windows.
If you would like to add a new attribute, you can do so by clicking Add attribute, which
is you can find in the bottom right corner of the screen.
You may have to scroll to find it.
First, make sure to name your attribute.
Then select the input type for that attribute.
There are several input types available.
The first is a Single Line of text.
Use this option when your attribute only requires a little bit of information, such a field
for an Account ID or Project Manager
The second type is Multiple Lines of text.
Use this option when your attribute requires a little more information, such as if you
need a document description field.
Next are a few different drop down menu options.
Here you have Single Select, which allows you to select a single option in a drop down
menu, such as a Customer or Location selector.
You can arrange the value in any order using the handles on the left side of the value,
or hover to the right of that option to delete it if necessary.
You can add multiple values by clicking Add another value.
Then you have a multiple selection option.
This option works the same way as the single select option, except that users are able
to select more than one option, such as if you needed to identify different technologies
referenced in this document.
You also have a hierarchy selection option, this will allow you to have multiple drop
down lists where each list displayed depends on the selection made in the previous list.
For example, you could select a country, which then allows you to pick from only the states
in that country, which then allows you to only select the Cities in that state that
apply.
You’ll need to import the data for this option in a CSV file.
More information on formatting can be found by clicking "importing guidelines" or "See an example."
The sixth input type is a numerical range, you’ll be able to set a minimum and maximum
value.
By default, users will be able to either change the value in increments of one or enter a
number manually.
This is a great option for when your document requires a numerical description, such as
a field for the value of an opportunity associated with this document.
Finally, you can set up an attribute that allows users to paste a clickable web link.
This is great for when you have other documents or information you need to link to your document,
such as linking to supporting documentation for a process.
After you add attributes to this list, they are automatically saved and updated for your
users and can be viewed in the product by navigating to the documents page, and click
clicking the ...More button in the bottom right corner of any document and clicking
Manage Attributes.