Access the Gliffy Start Screen
You can access the Start Screen by logging into http://www.gliffy.com. This screen will appear when you initially login. From here you can:
- Open a Recent Diagram
- Create a new Diagram
- Import a Diagram (.vdx, .gliffy, .gon, or .gxml files only)
- Create From a Template
You can dismiss the start screen by clicking the white "x" in the upper right corner or clicking off the screen.
Once a diagram has been created, it will appear in the Document Manager. You can access your Document Manager by clicking the "My Documents" button in the upper right of the Toolbar.
A new tab will open in your browser which will contain your diagrams. Double-click to open a diagram.
An alternative method of opening a diagram is to go to File->Open to access your diagram listings. Select a diagram and click Open or just double-click.
From the Start Screen, you can Create a New Diagram and choose which type of diagram you'd like to start. Depending on what type of diagram you are going to create, it will load those appropriate shape libraries for you on the left side.
For instance, if you were going to start a blank Flow Chart diagram, you would click on "Flow Chart" and it will load a blank canvas with Flow Chart shapes already loaded for you on the left side.
You can also Create From a Template and choose from a variety of templates already loaded for you by Gliffy.
You can also create a new diagram based off a diagram you previously created. Click into your diagrams at the top and select the one you'd like to build off of.
If you are within your Document Manager, you can create a new diagram from here by clicking Create->New Diagram.
From the Start Screen, you can Import a Diagram. The available file formats you can import are:
- .vdx (Visio)
Click on the "Import a Diagram" box to locate the file on your computer and upload.
If you are within your Document Manager, you can also import a diagram by clicking Import.
You can access your Document Manager by clicking the "My Documents" button in the upper right of the Toolbar.
A new tab will open in your browser where all of your diagrams will be listed.
On the left side you will see:
- Recent Diagrams
- Starred Diagrams
- Shared Diagrams
- Your Account Diagrams
Recent Diagrams are the last 10 diagrams opened by the user in Gliffy.
Starred Diagrams are diagrams you have marked with the "star" symbol. When the star is marked it will turn yellow and be listed in this folder.
Shared Diagrams are diagrams that have been shared with you via the Collaborate feature. This will list the creator of the diagram and who last edited it. You can open and edit these documents, but you cannot move, delete, or change the status of them. If you want to remove yourself as a collaborator on a shared document, you can do so by clicking on the diagram, then clicking the "x" to delete it.
Your Account Diagrams will be listed last. This is the full list of all diagrams you have access to in the account. If you see a small arrow to the left of a folder, that means there are sub-folders contained within it. Click the arrow to expand the folders out.
You can also sort your diagrams using the drop-down menu in the upper right corner of the Document Manager. You can sort your diagrams by:
- Last Edited
- Alphabetical A-Z
- Alphabetical Z-A
- Date Created
You can Rename a diagram by opening the diagram up in the Editor, then go to File->Rename.
A new dialog box will open where you can enter the new diagram name, then click "Rename" to save your changes.
You can Delete a diagram by opening up your Document Manager via the "My Documents" button.
Once your Document Manager is open, click once on the diagram you want to delete. The lane with your diagram will highlight and a small "x" will appear in the upper right corner.
Click on the "x" and a window dialog box will open asking you to confirm you want to delete the diagram. Click "Delete" to permanently delete the diagram.
Creating new folders for organizing your Gliffy diagrams can be done via the My Documents button and accessing your Document Manager. Once in the Document Manager, you can create a new folder by clicking Create->New Folder. A new dialog box will appear. Name your folder, then click Create.
You can Delete a folder by clicking on the folder name and you'll see a small folder settings gear wheel appear.
Click into folder settings, then click on Delete Folder. A dialog box will appear asking you to confirm the deletion. Click Delete again and the folder will be permanently deleted (Please note: you cannot delete a folder with nested diagrams in it. You would first need to Delete the Diagrams, then you can delete the folder)
You can Rename a folder by clicking into Rename Folder in the folder settings.
A modal will appear and you can enter in the new name of the folder. Click "Update" to save your changes.
You can create sub-folders by clicking into an existing folder then Create->New Folder. If you see a folder has a small black arrow next to it, that means it has sub-folders within it. You would need to click the black arrow to expand all of the folders.
You can move a diagram into another folder by dragging it from the Document Manager into the folder you want it in on the left side.
Lastly, users with Admin rights can set folder Permissions from within the folder settings. Click on Permissions and a dialog box will appear. On the left side it will list all users that have access to that folder. If you want to remove access from a user for that folder, click on their email in the Users WITH Access column and then click the button to move their email to the Users WITHOUT Access column. Click Done to save your changes.
*Folder permissions will only appear for sub-folders. You cannot delete, rename, or set permissions on the main root diagram folder on the account.