After logging into your Lucid account, you will find yourself on the Lucid Home Page. From here, you can create, organize, and share documents and folders, import files, manage your team, 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.

The header

On the top-right corner of your Lucid account there are icons that will link you to tools and additional resources.

Search

Use the search bar on the top-right 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 will see a list of search options based on the Team Folder and Document attributes configured by your team admin. Fill out any of these categories to filter your search based on team-wide 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 to access your notifications feed. Here, you can see notifications for:

A user commenting on a document to which you are subscribed.
A user making edits to a document to which you are subscribed.
A user sharing a document or folder with you.
Receiving an invitation to join another team.

Click on any notification in the feed to open the corresponding document. You will not be able to access shared folders through this feed, but you can locate a shared folder by searching its name in your Documents page. Finally, 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.

To learn how to enable notifications for a specific document, please review this Get document notifications and reminders.

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.

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:

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

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.

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.

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.

Enterprise Admins can prevent users from deleting documents from trash forever. Learn how in Lucid admin panel: Documents and folders 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.

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”.

Starred Items
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.

Folder Management
Use the following tips and tricks to organize and maintain your folder structure:

Create a new folder by clicking + New and choosing Folder or Team 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.
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.

Tip: 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.

Organize your documents
Lucid document thumbnails are marked with an icon for the associated product: Lucidchart, Lucidspark, or Lucidscale.

Note: 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.

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.

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:

Standard: These are templates that are Lucid created and provided.
Personal: These are templates that you have created and saved on your account for your personal use.
Team: These are custom templates you have shared with collaborators. These can be found in the collaborator’s “Shared with Me” folder. Learn more here.
Corporate: These are templates that can only be created and managed by Team 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.

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.

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