![]() ![]() If you're using a trial copy of SmartDraw, but have a License Key, you can use the Template Browser to enter the License Key and activate the full copy of SmartDraw. Learn more about importing a SmartDraw desktop file. Learn more about importing a Lucidchart file. In the Import section, you can choose from Visio, SmartDraw, or Lucidchart. You can also import files from the Template Browser. Choose a provider and follow the instructions to connect The Template Browser also lets you connect to a variety of Cloud Storage Services including Dropbox ®, Google Drive ™, OneDrive ®, or Box ®.Ĭlick on "Add Service" in the left panel to add a new storage option. Switching to List View gets you a document list like this: If you prefer a list view where files appear using their name and the date they were last modified, click on the View command in the upper right of the Template Browser and choose the List view. Click on the service and it will bring up any folders and files you've saved to that service.įiles saved to third party services will also have an icon in lower left to indicate which service they were saved to.īy default, your files will appear in a gallery view with thumbnails. You can also access files on third-party services you connected like Google Drive or Dropbox. Shared files will be organized by the name of the person who shared them with you.Īccessing Files Stored on 3rd Party Storage Services You can also click on SmartDraw and click on the folder called "Shared with Me" to look for files shared with you. If you opened files shared with you recently, they'll appear in your recent list. Shared folders on your license will be blue with a team avatar. If you've created folders, you will see those here: This will include your files as well as files shared with you. If you click on Recent, you'll see a list of your recently worked on documents.įolders and Files Stored on SmartDraw's Online StorageĬlicking on SmartDraw takes you to all the documents stored on your SmartDraw online account. Click on any template to open it and select the Data tab in the SmartPanel to see the data behind the template.Īt the very top left of the Template Browser, you'll see the My Documents section. You'll notice that all the templates in this area have a blue "i" icon in the upper right indicating they have data attached. You can add shape data to any template or example in SmartDraw, but these templates already contain data so you can see how it works. To learn more about extensions and how to create your own, browse this section: Shape DataĬlick on the Shape Data section of the New Document tree to see templates and examples that already contain shape data. You can use them to generate a Class Diagram, Decision Tree, ERD (Database) Diagram, Org Chart, or a Sitemap.Ĭlick on Custom Extensions to create your own extension or access any extensions you've created. Built-in Extensions are built by SmartDraw. Under the New Document section, click on Extensions to see a list of extensions. Special Kinds of Templates ExtensionsĮxtensions are apps inside SmartDraw that generate a diagram automatically from a data source. Learn more about choosing the right template. ![]() ![]() Simply type a word or phrase and hit Enter.Ĭhoosing the right template to get started is important because it determines what tools and libraries you'll have access to. If you don't want to browse, you can use the search bar at the top left of the Template Browser to find what you're looking for. To open a template or example, simply click on it. To expand a section click on the name of the category, to close an expanded section click the name of the category again to collapse the tree. This is organized much like a familiar file browser with categories you can expand to find more templates. The rest of the New Document section contains SmartDraw's extensive template and example collection. You can always find these templates by clicking on the Popular category under the New Document section. If you've never created a SmartDraw document before, the Template browser will open with a selection of Popular Templates: Flowchart, Floor Plan, Gantt Chart, Map, Mind Map, Network Diagram, and Org Chart. The main purpose of the Template Browser is to help you get started making or editing a diagram as quickly as possible. This article will go over all the options available to you from this screen. ![]() It's your home base for picking new templates, choosing from your existing saved diagrams, connecting storage services, importing other files, and more. The template browser is the first screen you see when you start up SmartDraw. ![]()
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