With Lucidchart’s document status feature, you can assign statuses such as “draft,” "pending review,” and “approved” to your documents. This feature is great for organizing workflows and fostering easy communication across teams. Read on to learn how to assign and manage statuses.
To edit a document’s status, hover over the row and click > Edit Status or click , then select your desired status from the drop-down. To assign a status to a document that does not already have one, hover over the row and click > Assign Status or click and select a status from the drop-down.
To edit a document’s status, hover over the document thumbnail and click at the top or > Edit Status, then select your desired status from the drop-down. To assign a status to a document that does not already have one, click > Assign Status and select a status from the drop-down.
To edit the status, click on the status and select a new option from the drop-down that appears or navigate to File > Manage Status. If the open document does not have a status assigned, you can assign one by navigating to File > Assign Status and then selecting an option from the menu.
If you are an Enterprise Admin, you can configure custom status values and colors to streamline workflow management across your team.
To configure custom status values and colors, navigate to your Admin Panel by clicking at the top of your Documents Page.
Then, select the “Document Management” tile.
Once you click the Document Management tile, navigate to “Document Status” and click the icon.
An “Attribute Settings” panel will then appear.
Here, you can set custom status values and assign a color to each value for use across your team. Simply hover over the default value name and click the icon to remove any status values you do not want to use. Then, click "Add another value" and type your desired status value name in the longer text box. To assign a color to your custom value, click on the box to the left of the value name and select a color. To create a status that locks a document from being edited further, check the Lock Content box.
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 document to a locked status.
Once a document has been locked, the document cannot be edited until the status is changed.
When a document is locked, it cannot be edited. However, when a document is locked it is still possible to:
- Add comments to the document
- View shape data
- View the revision history
- Share the document
- Export the document
- Present the document
- Copy the document
Please note that 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.