Embed Lucid documents in airfocus

Access Lucid documents in airfocus

You have two options to access Lucid documents in airfocus:

• Workspace-level: Add a Lucid document to your airfocus workspace for instant access as a resource.
  • For example, integrate a strategic vision board from Lucidspark outlining key goals and objectives, enabling stakeholders to easily reference it directly from airfocus.
• Item-level: Embed a Lucid document into a new or existing airfocus item to provide additional context and insights.
  • For example, embed a process flow from Lucidchart into an existing airfocus item that details your team’s various customer support processes to give stakeholders a clear visual representation of the complex workflow.

Check out the sections below to follow step-by-step instructions for each type.

Add a Lucid document as a view in an airfocus workspace

To add a Lucid document to an airfocus workspace, follow these steps:

1. Open a workspace in airfocus.
2. Select All views from the navigation menu at the top of the workspace.
3. Click the plus sign in the top-right corner of the panel that appears.
4. Select Lucid from the “Embed” section.
5. Click Continue.
6. Add a name and description for the new view.
7. Click Select from Lucid.
   • You may be prompted to log in to Lucid after this step.
8. Select an existing Lucid document or click + New to create a new one.
9. Click Continue.
10. Determine what share settings you want airfocus users to have for the Lucid document.
11. Click Insert.
12. Click Add view.

You can now view and edit the Lucid document directly from airfocus.

Delete a Lucid document from your views

To delete a Lucid document you’ve added as a view to an airfocus workspace, follow these steps:

1. Open the view you want to delete.
2. Select the dropdown arrow to the view's name in the top navigation.
3. In the dropdown, hover your cursor over the name of the view.
4. Click the three-dot menu to the right of the view's name.
5. Select Delete.
6. Click Delete view to confirm you want to permanently deleter the view.

Embed a Lucid document into an airfocus item

To embed a Lucid document into an existing airfocus item in your workspace, follow these steps:

1. Open an item in airfocus.
2. In the description text-entry box, type “/lucid”.
3. In Lucid, copy the URL of the document you want to embed in the airfocus item.
   • Update sharing permissions for the Lucid document to determine who can view or edit the embedded document from airfocus.
4. Paste the URL in airfocus.
5. Click Save.
6. Once the embedded document appears in the text editor, click Save.

You can now access the Lucid document from the airfocus item.

Convert an embedded Lucid document into a hyperlink

To revert a Lucid document you’ve embedded in an airfocus item back into a hyperlink, follow these steps:

1. Open the text editor for an airfocus item that contains an embedded Lucid document.
2. Hover your cursor over the embedded Lucid document.
3. Click the six-dot menu icon to the left of the embedded document.
4. Select Turn into link.

Delete an embedded Lucid document

To delete a Lucid document you’ve embedded in an airfocus item, follow these steps:

1. Open the text editor for an airfocus item that contains an embedded Lucid document.
2. Hover your cursor over the embedded Lucid document.
3. Click the six-dot menu icon to the left of the embedded document.
4. Select Delete.

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