After logging into your Lucid account, you'll start on the Lucid Home Page. This is where you can create, organize, and share documents and folders, import files, access account settings, install integrations, and get help. Read on to learn more about the functionality available in your account and how to navigate through the Lucid menu.

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, first navigate to the My Documents page. Then, 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.

Help

Have questions about Lucidchart, Lucidspark, or your account? Click the question mark icon on the top right to open the Education Center, where you can discover new features and updates, tutorials, tips and tricks, solutions, and our robust help center containing 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 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.

Click on a document notification in the feed to open the corresponding document. 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:

Select the three dot More menu icon next to a document.
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.

Profile image or initials

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

Update Photo: To update the profile image for your Lucid account.
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.
Log out: To log out of your Lucid account.

+ New

Click + New to create a new:

Lucidchart document
- Create a blank document, open a template, or import a document from an external source.
Lucidspark board
- Create a blank board, open a template, or import a board from an external source.
Lucidscale model
Team (Enterprise only)
Folder

Recent documents

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:

Hover over a document or folder.
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.

Note: You will not see the Starred Items tab if you do not have any starred items on your account.

Documents

Click Documents to open your Documents page. 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:

Hover your cursor over the document’s thumbnail.
Click the three-dot More menu at the bottom-right corner of the thumbnail.
Select Delete from Trash.
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:

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

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

Note: Lucid’s mobile apps have a limited view of the Trash folder. Please log into the web version to see all files in the trash.

Salesforce
If you have the Lucidchart Sales Solution enabled for your account, you will see a “Salesforce” folder containing your account maps and related documents. Learn more about the Lucidchart Sales Solution here.

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”.

Data Hub

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

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. If you select the "Lucidchart" or "Lucidspark" tab at the top, will find a menu with the following template options:

All templates: These are templates that are Lucid created and provided.
Created by me: These are templates that you have created and saved on your account for your personal use.
Shared with me: These are custom templates other collaborators have created and shared with you.
Corporate: These are templates that can only be created and managed by account admins and template admins on Enterprise accounts. If you are on an Enterprise account which maintains official corporate templates, you can access them by clicking on “Corporate Templates.” Check out our Create and organize corporate templates article for more information.

Integrations Marketplace

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.

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.

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, 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.

My teams

In Lucid, Enterprise account members can organize themselves into teams to build a shared space with centralized resources. To access a list of all the teams you belong to, click the My teams icon from the navigation bar on the far left-hand side of the Lucid Home Page. For more information, check out our Use team hubs in Lucid to collaborate and stay organized article.

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