With Lucid, you can assign statuses and add classifications to your documents and boards. This feature is great for organizing workflows and fostering easy communication across teams. Read on to learn how to assign and manage statuses and classifications.

Setting document classification is only available to Enterprise accounts. See the Upgrade your Lucid account article for instructions to upgrade.

If you are an Enterprise Admin, you can configure custom status and classification values and colors to streamline workflow management across your team. To learn more about this Enterprise only feature, refer to our Lucid admin panel: Documents and folders article

Manage document status

You can assign the following statuses to documents on your account:

Draft
Complete
Pending review
Approved
Rejected
Any other custom value set up by your account admin

From the Documents Page

List view

When you are in the list view of the Documents Page, a “Status” column will display by default, showing the status of any document or board that has one assigned. If a document or board has not been assigned a status, its “Status” field will show blank.

To edit a document’s status from list view:

Hover over a row under the "Status" column.
Click the arrow for the dropdown menu.
Select a status.

Tile view

In tile view of the Documents Page, a banner will display at the top of any document with an assigned status or classification.

To edit a document’s status from tile view:

Hover over a thumbnail.
Click the three-dot more menu.
Hover over “Assign status”.
Select a status from the menu.

You can also click an existing status to choose a new one.

Note: If a document is assigned a classification, the classification will appear in the banner at the top of the document's thumbnail instead of the status.

From the editor (Lucidchart only)

When you are viewing a document in the editor, its assigned status will display next to its name.

To edit the status from inside the Lucidchart editor:

Select the File menu.
Hover over “Manage status”.
Select a status.

You can also change the status by clicking the existing status and selecting a new one from the dropdown.

Note: If a document is assigned a classification, the classification will appear next to the document’s title in the editor instead of the status.

Content locking

With content locking, you can be confident that accidental changes won’t be made to a document in its finished state. Any user with edit permissions on a document can change the status to “Locked Status”. Once a document has been locked, the document cannot be edited until the status is changed.
When a document or board is locked, it cannot be edited. However, when a document or board is locked it is still possible to:

Add comments to the document or board
Share the document or board
Export the document or board
Copy the document or board
Present the document
View shape data (Lucidchart)

Note: In order to use content locking, you must be on an Enterprise account, and an admin on your account must have created custom statuses that allow locking.

Set document classification

You can assign the following classifications to documents on your account:

Private
Confidential
Internal
Public
Any other custom value set up by your account admin

Note: The classification categories in Lucid’s products are not meant to correspond to document classification systems used in any government. Setting a document’s classification does not change its sharing permissions. To keep documents private or confidential, always check that the appropriate sharing permissions are selected.

From the Documents Page

List view

To edit a document’s classification from list view of the Documents Page:

Hover over a row under the “Classification” column.
Click the arrow for the dropdown menu.
Select a classification.

Note: If you don’t see the “Classification” column while in list view, select the Manage Columns icon from the top-right corner of the page and ensure “Classification” is checked.

Tile view

In tile view of the Documents Page, a banner will display at the top of any document with an assigned classification.

To edit a document’s classification from tile view of the Documents Page:

Hover over a thumbnail.
Click the three-dot more menu.
Hover over:
- “Assign classification” if the document does not already have a classification.
- “Edit classification” if you are changing an existing classification.
Select a classification from the menu.

You can also click an existing classification to choose a new one.

From the editor

When you are viewing a document in the editor, its assigned classification will display next to its title.

To edit the classification from inside a Lucid document:

Locate the classification menu.
- In Lucidchart, select the File menu.
- In Lucidspark, select the More menu.
- In Lucidscale, select Model Options.
Hover over “Manage classification” or “Assign classification”.
Select a classification.

You can also change the classification by clicking the existing classification and selecting a new one from the dropdown.

FAQ

Where can I see a document’s classification?
If a document has an assigned classification, it will appear in the editor next to the document’s title.

Why don’t I see my document’s status in the editor?
If a document is assigned both a classification and a status, only the classification will appear next to the document’s title in the editor. You can see a document’s status from the Document’s Page.

Why does my newly created document have an assigned status or classification that I didn’t add?
If you are on an Enterprise account your admin has the ability to set a default status or default classification that applies to all newly created documents. For more information, please see the Lucid admin panel: Documents and folders article.

Related articles