If your Lucid admin has already installed the Confluence integration on your instance, you can start using the integration in a few simple steps:
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In Confluence, click the pencil icon in the top-right corner.
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Select + and scroll down to View more.
- Find and select a Lucid document.
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Start adding diagrams to your Confluence pages.
Best practices for using the Confluence integration
With this integration, you can attach your diagrams directly to your Confluence wiki and update those diagrams in a single click. Here are some best practices to maximize this integration even more”
- Leverage document permissions: Any Lucid document that you embed into your Confluence page will inherit the sharing permissions of that page. For example, if your Confluence page is set to “view only,” then your Lucid document will also be view-only.
- Capitalize on the simple vs. rich viewer: Depending on the purpose of your page, there are two methods for displaying Lucid documents in Confluence—simple and rich viewer. The simple viewer shows a simple, static PNG of your diagram that lets you zoom in and out and scroll through multiple diagrams. The rich viewer is fully interactive, allowing you to interact with embedded features such as layers, actions, and pages, in the diagram. Choose the view that makes the most sense for your wiki page—you can always switch it later in the macro settings.
- Enable auto-update: Set your documents to refresh automatically in Confluence to ensure all documents are up to date and accurate. Now if edits are made to your documents in Lucid those changes are automatically updated on your wiki without having to re-upload a single document
Here’s how:
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Edit a new or existing Confluence page.
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Select the document you wish to auto-update.
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Select the pen icon in the menu.
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Go to Edit > Macro Settings.
- Check the box next to Automatically update this document with changes made in Lucid.
Lucid for Jira
Similar to our Confluence app, you can use our Jira embed integration to add user flows, system documentation, and other documents to Jira issues.
Now you can plan, track, and report on your projects within Jira by adding Lucid documents that make it easy to understand what action is needed.
This integration works both for the Jira Server and the Jira Cloud. Use it to:
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Improve document sharing: Attach your Lucid documents to a Jira issue to eliminate the hassle of emailing documents back and forth trying to keep track of the most updated version. Invite team members to collaborate on the same document to provide feedback with in-editor chat and commenting to resolve issues quickly.
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Increase issue transparency: See the problem clearly with Lucid. Preview documents without leaving Jira, so you know you are sharing the right document to the right issue. You don’t have to scroll down or even open an attachment to see the document. Even attach slide decks to Jira issues when you use Lucid’s Presentation Builder
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Work where your team works: Lucid enables you to collaborate seamlessly with your team in any browser or operating system. Even integrate Lucid with your other favorite applications like Google Workspace, Microsoft 365, Slack, and more to work faster and more efficiently.