Read this article to learn how to set up and use the SharePoint integration for Lucidchart, Lucidspark, and Lucidscale. In order to install the Lucid app for your SharePoint instance, you must be both a Lucid account owner or account admin, and a global or SharePoint admin.

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See the Upgrade your Lucid account article for instructions to upgrade.

Set up instructions for admins

Add Lucidchart, Lucidspark, or Lucidscale app to your site

Some screenshots found in the steps below are specific to the Lucidchart add-on. If you are adding the Lucidspark or Lucidscale app in SharePoint, it will look a little different but the instructions are the same.

Follow the instructions below to set up the Lucidchart, Lucidspark, or Lucidscale add-on for your SharePoint account:

Log in to Your SharePoint account.
Select the waffle menu icon in the top-left corner.
Select Add-Ins.
Search for Lucidchart, Lucidspark, or Lucidscale.
Locate the “Lucidchart for SharePoint”, “Lucidspark for SharePoint”, or “Lucidscale for SharePoint” add-in.
Click Get it now.
In the pop-up that appears, confirm your user details and select Get it now.
Once you’re back on the Lucid app page, click Add to app catalog.
In the pop-up that appears, confirm data access, select app availability, and click Add.
Select Go to API access page in the next window that appears.
Under “Pending requests” on the API access page, approve access for both the Lucid app AAD and Microsoft Graph.

Enable auto-update

As an admin, you can determine whether or not the diagram auto-updates. If you opt to allow edit or comment only access (as covered in the next section) for Lucidchart documents or Lucidspark boards embedded in SharePoint, this is automatically enabled. For Lucidscale or view only Lucidchart or Lucidspark embedded documents, you can opt to enable or disable auto-update by following these steps:

Select your Lucid Embed (Webpart).
Select the pencil icon.
Toggle "Auto-Update" in the right panel.

Embed a Lucid document

To embed a Lucid diagram on a SharePoint page, follow these steps:

Select Edit at the top-right of your page.
On the canvas, select the circled + icon to add a new web part.
Search for and select the Lucid app of your choice.
Log into your Lucid account.
From the Lucid documents list, click on the thumbnail of the diagram you'd like to insert.
- At this point, for a Lucidchart document or Lucidspark document you can select the level of access users will have in SharePoint:
  - 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.
Click Select or Insert.
Click Publish in the top right corner or Save as Draft in the top left corner of your SharePoint page to update the page with the inserted diagram.

The document will then display and be published on your SharePoint page.

Note: Lucid documents that you embed in SharePoint will be visible to everyone who has access to the SharePoint page, regardless of their Lucid permissions.

Rich versus simple viewer

By default, your embedded diagram will be set as a rich viewer that is interactive. This is required for comment or edit access to be granted from SharePoint for embedded Lucidchart documents and Lucidspark boards.

select-the-rich-or-simple-viewer-for-your-embedded-diagram.png

To switch to a simple viewer that is just an image of your diagram, follow these steps:

Select your Lucid Embed (Webpart).
Select the pencil icon.
Click the circle next to “Simple” in the right panel.

FAQ

Why am I getting an error message when saving my SharePoint page after trying to embed a Lucid diagram?
If you create a Lucid web part, but don’t select a diagram to embed before saving your SharePoint page, you will be shown an error message. This message will prompt you to go back to edit mode in order to select a diagram for embed.

Will the upcoming retirement of the SharePoint add-in extensibility model affect the functionality of the integration with Lucid?
No. Lucid uses SharePoint Framework (SPFx), which will be the primary add-in model for Sharepoint moving forward. Users will not lose functionality.

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