Lucidchart offers several collaboration tools that allow you and your team to work together on documents effectively. Learn how to use these tools below.
Note: If you need to publish your document for non-Lucidchart users to see, read our Publish Your Document tutorial (as long as you plan to praise the benefits of Lucidchart to those colleagues later).
Follow the steps below to share your document with other Lucidchart users:
- Open the Lucidchart document you would like to share.
- Click the orange share button in the top right corner of your screen.
- Type in the email address(es) or names of collaborators, and select which permissions they should have.
- Click the blue “Send” button. Your collaborators will see the shared document in their “Shared with Me” folders.
To notify your collaborators that you shared a document with them via email, click the “Share” button, click “Advanced,” click “notify via email,” and click the blue “Share” button.
Note: Team admins can force automatic email notifications, so if you don’t have the option to disable notifications it is likely that your Team admin set email notifications as mandatory.
Easy peasy. From this area, you can also create a shareable link to your document by clicking "Get Shareable Link." For more advanced options, click “Advanced” in the bottom left corner of the screen. The menu that appears will allow you to publish or embed your document or share it on social media.Note: When you share a linked diagram with other Lucidchart users, they will have access to the linked data sheet. You can prevent them from having this access by deleting the linked sheet from your document prior to sharing. When you do this, your data values and inserted text will be preserved. Please see the Linking Lucidchart Diagrams to Spreadsheet Data article for more information about data linking.
If you change your mind and want to unshare a document, simply click the orange “Share” button again, click “edit” next to the collaborator’s name, and then click the “X” to remove the collaborator. You can also adjust your collaborator’s editing permissions here.
When you share a folder with collaborators, you will give them access to every document within that folder. To share folders, follow the steps below:
- Log into Lucidchart and stay on the Documents tab, where you can see the grid of all your documents and folders.
- Hover your mouse over the desired folder, and click “Share.”
- Type in the email address(es), and set the desired permissions for collaborators.
- Click the blue “Share” button.
Note: You can also follow these steps to share documents from the Documents tab.
If you share your document with a collaborator and give them editing access, you can both edit the document at the same time. As demonstrated below, any changes on one account will be reflected on the other account immediately.
The chat feature allows you to talk to your collaborator(s) while you’re online and editing the document. Anyone currently working on the document will have access to the conversation. To start a conversation, select the Chat tab near the bottom of the Dock (found on the right side of the editor).
Need a face-to-face conversation to finish your diagram? Start a Google Hangout. Simply click the green “Start a Hangout” button in the Chat menu.
Warning: Lucidchart does not store chat messages, so be sure that you save important messages elsewhere before you close the document! We don’t want to see any crying over lost conversations.
If you and your collaborator(s) aren’t working on the document at the same time, or if you would like to store your conversations, use the commenting feature. You can attach comments to a specific shape by following these steps:
- Click the shape where you want to leave a comment.
- Select the Comment tab from the right-hand Dock.
- Click “+ New Comment.”
You can also add comments to the entire document—just click “+New Comment” without selecting a shape. Users can see all comments in the document from the Comment menu on the right-hand side of the screen. Collaborators can respond to individual comments by clicking on a message in the Comment menu first.
Need to get someone’s attention? You can mention other team members in comments by typing “@” followed by the person’s name or email address.
If you don’t know what object a comment is associated with, simply select the comment and click the locate button (looks like a pinpoint).