Install Lucid add-ins for Microsoft Word, PowerPoint, and Excel

Version compatibility

Lucid add-ins are available for the following Microsoft versions:

• Microsoft 365 Online with any supported browser
• Office 2016 or newer
  • Office 2016 and 2019 are not supported for Volume licenses
• Office 365 on Windows 10 version 1903 or newer and Microsoft 365 version 16.0.13530.20424 or newer

For admins: Enable Microsoft 365 integrations for your account

As a Microsoft admin, you can enable Lucid’s Word, PowerPoint, and Excel add-ins for your entire organization by following these steps from the Microsoft 365 admin center:

1. Click Settings from the navigation menu on the left side of the page.
2. Select Integrated apps from the dropdown that appears.
3. Click Get apps from the top-left corner of the apps list.
4. Type “Lucid” in the search bar at the top-right of the panel that appears.
5. Locate the Lucid integration you want to enable, and click Get it now.
6. Click Get it now to confirm.
7. From the “Apps to deploy” page that appears, click Next.
8. Under assign users, select “Entire organization”.
9. Click Next.
10. In the top-right corner, click Accept permissions.
11. Click Next.
12. Follow the prompts to finish deployment of the app.

Repeat these steps for any additional Lucid integrations you want to enable for your entire organization.

Lucid in Microsoft Word

Install Lucid add-ins for Word

To install Lucid add-ins for Word, follow these steps:

1. Open a Microsoft Word document.
2. From the toolbar across the top of the editor, click File.
3. Select Get Add-ins.
4. Click More Add-ins.
5. Search “Lucid” in the add-ins store.
6. Choose a Lucid add-in and click Add.
7. Follow the prompts to finish set-up of the add-in.

Insert a Lucid document into Word

To insert a Lucid document into a Word document, follow these steps:

1. Open a Microsoft Word document.
2. From the toolbar across the top of the editor, click Insert.
3. Click My Add-ins.
   • You may need to select a three-dot icon to access your add-ins.
4. Select a Lucid add-in.
5. From the panel that appears on the right side of your document, create a new diagram or select an existing one.
   • You may be prompted to log in to your Lucid account before you can create or select a Lucid document.

Lucid in Microsoft PowerPoint

Install Lucid add-ins for PowerPoint

To install Lucid adds-in for PowerPoint 2016, follow these steps:

1. Open a Microsoft PowerPoint slide deck. 
2. From the Home toolbar menu, select the Add-ins dropdown.
3. Search “Lucid”. 
4. Choose a Lucid add-in and click Add.
5. Follow the prompts to finish set-up of the add-in.

Insert a Lucid document into a PowerPoint slide

To insert a Lucid document into a PowerPoint slide, follow these steps:

1. Open a Microsoft PowerPoint slide deck.
2. From the Home toolbar menu, select the Add-ins dropdown.
3. Select a Lucid add-in from the “My Add-ins” section at the top of the dropdown.
4. The add-in will insert an embedded window of your My Documents page in Lucid on a slide. From this window, find and click the Lucid document you want to add.
5. Follow the prompts to insert your selected Lucid document onto the slide.
   • You may be prompted to log in to your Lucid account before you can select a Lucid document to add.
   • If the document you are inserting is in a repository, you need to open that repository before moving to the next step. Click Repositories from the navigation on the left side, then select the specific repository and document.
   • If you are embedding a Lucidchart document or Lucidspark board, you can select the level of access users will have in PowerPoint:
     • View only: Users can only view the embedded Lucidspark board.
     • Comment only: Users can view and comment on the embedded Lucidspark board.
     • Edit: Users can edit the embedded Lucidspark board.

From an inserted Lucid document, you may see the following options:

• Scroll and zoom to adjust the cropping or scale
• Select Open with Lucid or the Lucid icon to open the document in a new window if it is a Lucidscale document or view only Lucidchart or Lucidspark document
  • Comment or edit the Lucidchart document or Lucidspark board directly from PowerPoint if access is granted for the embedded document
• Use the controls on the bottom of the embedded document to navigate different page tabs, zoom in and out, and click through presentation frames
• Select three line icon on view only Lucid documents to access Render preferences and customize Embed settings, which includes selecting between rich or simple viewer, selecting specific pages from Lucid to display, turning on auto update, or running a manual update

Lucid in Microsoft Excel

Install Lucid add-ins for Excel

To install Lucid add-ins for Excel, follow these steps:

1. Open a Microsoft Excel workbook.
2. From the Home toolbar menu, select the Add-ins dropdown.
3. Search “Lucid”.
4. Choose a Lucid add-in and click Add.
5. Follow the prompts to finish set-up of the add-in.

Insert a Lucid document into an Excel spreadsheet

To insert a Lucid document into Excel, follow these steps:

1. Open a Microsoft Excel workbook.
2. From the Home toolbar menu, select the Add-ins dropdown.
3. Select a Lucid add-in from the “My Add-ins” section at the top of the dropdown.
4. From the panel that appears on the right side of your spreadsheet, create a new Lucid document or insert an existing one.
5. Follow the prompts to insert your selected Lucid document onto the slide. 
   • You may be prompted to log in to your Lucid account before you can select a Lucid document to add.
   • If the document you are inserting is in a repository, you need to open that repository before moving to the next step. Click Repositories from the navigation on the left side, then select the specific repository and document.
   • If you are embedding a Lucidchart document or Lucidspark board, you can select the level of access users will have in PowerPoint:
     • View only: Users can only view the embedded Lucidspark board.
     • Comment only: Users can view and comment on the embedded Lucidspark board.
     • Edit: Users can edit the embedded Lucidspark board.

From an inserted Lucid document in Excel, you may see the following options:

• Scroll and zoom to adjust the cropping or scale
• Select Open with Lucid or the Lucid icon to open the document in a new window if it is a Lucidscale document or view only Lucidchart or Lucidspark document
  • Comment or edit the Lucidchart document or Lucidspark board directly from PowerPoint if access is granted for the embedded document
• Use the controls on the bottom of the embedded document to navigate different page tabs, zoom in and out, and click through presentation frames
• Select three line icon on view only Lucid documents to access Render preferences and customize Embed settings, which includes selecting between rich or simple viewer, turning on auto update or run a manual update

Recommended troubleshooting

Before troubleshooting, note that in order for collaborators in Word, Powerpoint, or Excel to see inserted Lucid documents, they need:

• a Lucid account
• the Lucid add-in installed in their Word, PowerPoint, or Excel instance
• view or edit access to the inserted Lucid document

If the Lucid add-ins for Word, PowerPoint, or Excel are not performing as expected, the following basic troubleshooting steps will resolve the issue in most cases:

• Ensure your internet connection is stable.
• Try connecting to a different network.
• Uninstall and reinstall the add-in. 
  • Note: if the add-in has been deployed by your admin you will not be able to uninstall it.

If you have tried the above troubleshooting steps and are still experiencing issues, export the Lucid document as an image and insert the downloaded image into your Word document, PowerPoint presentation slide, or Excel sheet.

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