We've been asked several times if our users can use their LucidChart with ITBOOST.
Well, my friends, the answer is a resounding YES!
. . . and, like most things on ITBOOST, it's easy.
First, head over to your Lucid account and open the Chart Template you want to import. Then, click Share.
In the window that pops up, at the bottom, click the Advanced button.
A new window will appear. On the left of that window are a few tabs. We want the tab that says Embed.
Now - you'll see a long URL here. We want to copy that URL, but only the part in QUOTATION MARKS ("") after the https://. Ignore the rest!
Now! Let's boogie on back over to ITBOOST, and click on the Toolkit. Then, click Custom Templates.
Click the Add New icon in the upper-right corner. Now, where it says Enter Template Title, call it "LucidChart 1," or whatever you like.
Almost there now!
See all those boxes that populated on the right-hand side of the screen? Great!
First, let's drag-and-drop the 1-Column box into the main body box just to the left.
Next, scroll down on the side boxes and find iFrame. Drag-and-drop that into the 1-Column box you just put in the main body.
Then, we'll click the Gear icon in the new iFrame field and toggle-on Primary Field. Now, let's click the Disc icon at the top to save everything!
Finally, head to the Company Dashboard of the company you want the chart in, and Add a Record. (Don't know how? Click here!) Then, just paste in that URL in your clipboard, save it . . .
. . . and there you have it.
Need some more help? Click here to head back to the knowledgebase for some more handy-dandy tips.