OrgChart Now Help Guide

Templates Panel

Audience

Audience: Any User Edition: Team, Enterprise, & Premium

Overview

Chart Templates are used to automatically format org charts. Each template contains one or more rules that determine how boxes in your chart are formatted.

The Chart Templates Panel can be found on the Side Panel.

User Interface

The Chart Template Editor allows you to apply, add, edit, reorder, rename, delete, and share Chart Templates. There are two categories of templates:

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The system library includes a number of predefined templates that cannot be modified.

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The 'Shared Templates' library allows templates to be accessed between users.

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The 'User Templates' library is where you create or edit user defined Chart Templates.

Template Toolbar

In the Template panel, the following tools are available when using Shared or User templates:

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Create a chart template. If a box in the chart is selected, it will be used as the starting point for the new template.

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Edit the selected Chart Template.

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Delete the selected Chart Template.

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Duplicate selected template.

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Rename selected template.

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Move selected Chart Template up.

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Move selected Chart Template down.

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Save changes to your personal template library.

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Discard changes to Shared/User Templates.

Applying Templates

Double-click on any Chart Template (e.g. Classic) to apply to the current org chart.