The Lucid Home Page

Watch: Homepage tour

The header

At the top of your Lucid account, there are icons that will link you to tools and additional resources.

Search

Use the search bar to do a simple search of your documents or folders by keyword. The search will return any results that match a keyword in the title, associated tags, or status. 

To search your documents and folders with additional criteria, select the advanced search icon next to the search bar and choose from the following options:

• Location: With the location filter, you can narrow down your search to a particular folder location. Select “everywhere” to search all the documents you have access to; select “my documents” or “shared with me” to narrow your search based on document ownership, and select “current folder” to limit your search to the folder that is currently open in your Documents page.
• Type: With the type filter, you can specify the file type (folder or document) that you are searching for.
• Attributes: If you are on an Enterprise account, you have a list of search options based on the team folder and document attributes configured by your account admin. Fill out any of these categories to filter your search based on specific criteria. Regardless of your account type, you can search for a document or folder based on the custom tags that you or another user have attached to it.

To search with Lucid AI, select the Lucid AI icon to open the panel and start searching. For queries longer than three words, Lucid AI will automatically generate an answer at the top of your results page.

Support

Have questions about Lucidchart, Lucidspark, or your account? Click the question mark icon on the top right to open the Education Center to discover new features and updates, tutorials, tips and tricks, solutions, and access our help center for step-by-step instructions and detailed information from product experts.
 

Notifications

Click the alarm bell icon to access your notifications feed—the number attached to the icon represents the number of notifications you have. You can see notifications for:

• New comments, mentions, tasks, or replies on a document to which you are subscribed.
• Edits made to a document to which you are subscribed.
• A user sharing a document or folder with you.
• Receiving an invitation to join another Lucid account.
• Document ownership transfers.
• Document access requests.
• Requests or approvals to join a team hub.

Click on a document notification in the feed to open the corresponding document or team hub. You can't access shared folders through this feed, but you can locate a shared folder by searching its name in your Documents page.

You can remove a notification from the feed at any time by hovering over the notification, then clicking the “X” that appears on the right. You can also select Clear All to remove all notifications.
 

Enable document change notifications

You can enable email notifications when a change is made to specific documents. Leverage this to get involved when account members are updating documentation or collaborating asynchronously. To set it up so that you are notified anytime a change is made to a document, follow these steps:

1. Select the three dot More menu icon next to a document.
2. From the dropdown menu, click Get change notifications.

To stop these notifications on a document for which they are enabled, repeat step 1 and select Stop change notifications from the dropdown menu.

Lucid plan

To the right of the notifications icon is a dropdown containing details about your Lucid plan. You will see one of the following options:

• Free plan
• Individual plan
• Team plan
• Enterprise plan

If you are on a trial instead of subscribed to a plan, the dropdown will indicate this.

Click the dropdown to see a snapshot of features included in your plan as well as a link to Lucid’s pricing page. If you are an admin on a Team or Enterprise account, you’ll also see a list of actions you can take based on your specific role.

Profile image or initials

Click your Profile image or initials on the top far right and select one of the following options:

• Account settings to navigate to your Account Settings in which you can access your user settings, document settings, plan and billing, apps and integrations, and your support tickets. To learn more, check out our Access and update account settings article.
• Document cleanup to see a list of blank and duplicate documents. This identifies documents with no content or documents that are identical copies, and gives you the option to move them to the trash.
• Update photo to update the profile image for your Lucid account.
• Log out to log out of your Lucid account.

The Lucid menu

The Lucid menu can be found on the left-hand side of your Lucid account. Read on to learn more.

Workspace dropdown

Use the workspace dropdown menu to switch between the following workspaces:

• Personal workspace: Access documents created by you or shared with you.
• Team workspaces: Access team hubs for teams you're part of through the dropdown, view all teams on your Lucid account, or create a new team.
• Accelerator workspace: Access Lucid accelerators your Lucid account has added such as Cloud and Process.

+ New

Click + New to create new documents, teams, and folders. The following options are available:

• Diagram with AI
• Lucidchart: Create a blank document, start with a template, or create with AI.
• Lucidspark: Create a blank board, start with a template, or create with AI.
• Lucidscale: Create a new AWS, Azure, or Google Cloud model.
• Create from template
• Import documents: Import documents from applications like Visio, Miro, or Mural.
• Create team (Enterprise only)
• Folder

Discover

Learn more about your account features and add-on options through the Discover page.

Templates

Select Templates from the left navigation bar to open the Template Gallery, where you can browse and open templates for new Lucidchart documents and Lucidspark boards. For more information on using templates, please view this Start with a template article.

Integrations

To view the Lucid integrations, click Integrations from the left-hand navigation. In the Marketplace that opens, you will see tabs across the top for each Lucid product: Lucidchart, Lucidspark, and Lucidscale. Beneath each tab, you will find a comprehensive list of all the integrations available for that product. For more information, refer to our Lucid Integrations Marketplace article.

Data Hub

If you are using Lucidscale, you will see the data hub icon. You can view your AWS, Azure, or Google Cloud data. Check out our Welcome to Lucidscale article for more information.

Developer portal

If you have been granted access to Developer tools, click Developer to navigate to the Developer portal. Developer tools enable users on Team and Enterprise accounts to create, test, and distribute apps built on Lucid’s REST and extension APIs. For more information, refer to our Developer tools in Lucid article.

Admin panel

If you are the admin of a Team or Enterprise account, click Admin to be redirected to the admin panel. To learn more about this, please check out our Welcome to the Lucid admin panel article.

Documents

When working in your Personal workspace, the home page displays any recent documents you’ve worked on. Click Documents from the left-hand navigation to see additional options for accessing or organizing your documents as described in the sections below.

Recent

The documents under this tab will be those that you have most recently interacted with.

Starred

Access this tab to find any documents or folders you have starred. 

To add an item to your Starred Items, follow these steps:

1. Hover over a document or folder.
2. Select the Star icon in the top right corner of the thumbnail.

When a document or folder is starred, the icon will be filled in. To remove an item from your starred items, repeat the steps as outlined above and select the Star icon.

Documents

Click Documents to open a list of all documents owned by you. After selecting the icon, the dropdown in the menu will display your folder manager. Here, you can locate, create, and manage all folders associated with your Lucid account. The folder manager will include the following:

My documents
If you select My documents you will find all documents and folders you have created and own. Any folders you have created will appear in a dropdown in the menu below.

Team folders
If you are on an Enterprise account which uses team folders, you can access them by clicking on Team folders. Check out our Help center article to learn more about how to Create team folders. 

Trash
This folder contains documents that you have moved to the Trash folder. Documents will remain in the trash indefinitely unless you choose to delete them from the trash. You can restore a document to your account and its previous folder by hovering over the document’s thumbnail and selecting Restore. 

To permanently delete a document from the Trash folder:

1. Hover your cursor over the document’s thumbnail.
2. Click the three-dot More menu at the bottom-right corner of the thumbnail.
3. Select Delete from Trash.
4. Click Delete Forever. 
   • Once a file is deleted from the Trash folder, it will be immediately unavailable to owners and collaborators and will become permanently irretrievable in accordance with Lucid's data retention guidelines. To learn more, check out our Privacy and security article.

To empty the entire Trash folder:

1. Click Empty trash from the top-right corner of the page.
2. Select Delete Forever.

Enterprise admins can prevent users from deleting documents from trash forever. Learn how in our Lucid admin panel: Compliance settings article.

Salesforce
If you have the Salesforce account mapping integration enabled for your account, you will see a "Salesforce" folder containing your account maps and related documents. To learn more, refer to our Salesforce integrations overview article.
 

Change the view of the Documents page
Lucid document thumbnails are marked with an icon for the associated product: Lucidchart, Lucidspark, or Lucidscale. 

By default, your documents and folders will appear as thumbnails in Grid view sorted from newest to oldest, but you can adjust these settings with the icons to the right of the search bar at the top-right of your Lucid account.

• Click the Details icon to open a panel on the right. This panel shows details about your documents such as location, owner, size, and date created.
• Select the List view icon to view your documents in list view.
  • Click the Manage Columns icon while in list view to adjust what columns are visible.
• Select the Grid view icon to view your documents in grid view.
  • Click the Sort icon while in grid view to determine how your documents are sorted.

Shared with me

Here, you will find all documents and folders that have been shared with you. These are documents and folders to which you have been granted access, but do not own. Any folders that have been shared with you  will appear in a dropdown in the menu below “Shared with Me”.

Folder management

Use the following tips to organize your documents and folders:

• Create a new folder by clicking + New and selecting Folder.
• Expand and collapse a folder’s contents by toggling the triangle next to its name. 
• Move a folder into another folder by clicking and dragging the sub-folder onto the main folder and drop it. 
  • To select multiple documents or folders, hold down "Ctrl" (PC) or "Command" (Mac) on your keyboard while clicking specific items.
  • To select a range of documents or folders, hold down "Shift" on your keyboard while clicking the first and last item in the range. 
• Any document or folder that is shared with collaborators can be identified by the Share icon which appears near the document or folder’s title.
• Move a document to a new folder directly from the Documents page by selecting one or more documents, opening the three-dot More menu, hovering your cursor over "Organize", and clicking Move to.
• You can create a shortcut to a document that has been shared with you by dragging it into “My Documents”. Shortcuts are indicated by an arrow icon that will appear on the product-specific icon found to the left of the document title.

Add a custom thumbnail

You can change the thumbnail for any Lucid document. This thumbnail will appear as the document's preview image on the Lucid Home Page and on embedded Lucid documents. 

Add a custom image from your device as the thumbnail for a document by following these steps:

1. Navigate to the Lucid Home Page.
2. Right-click the document you want to update the thumbnail for.
3. Hover your cursor over "Organize".
4. Select Change thumbnail.
5. Choose an image file from your device.
6. Click Save.

The uploaded image is now the thumbnail for that document. You'll see it on the Lucid Home Page or when this document is embedded as a link in another Lucid document.

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