OrgChart Now Help Guide

Top Toolbar

Audience

Audience: Any User Edition: All Editions

Overview

The top toolbar contains commonly used functions.

View Modes

There are two view modes available:

  • Edit Mode - Used for editing/authoring charts.

  • Browse Mode - Used for reviewing charts. Most editing tools are hidden in this mode.

Tip

In the upper left hand corner is the Toggle View Mode icon. Use this button to toggle the view mode.

owse.png

Browse Mode

Used for reviewing charts.

viewer_icon.png

ViewerOrgChart Viewer

Return to OrgChart Viewer

openfile.png

OpenFile Manager

Open an orgchart document

closefile.png

CloseFile Manager

Close the current orgchart document

save_icon.png

SaveFile Manager

Save the current orgchart document

Undo.png

Undo

Undo the last action

Redo.png

Redo

Redo the last action

Export.png

ExportExport Document

Export the document to PDF, PPT, PNG, JPG, etc.

exporttoexcel.png

Export to ExcelExport to Excel

Export the document to Excel

Edit Mode

Used for editing/authoring charts.

Top_Tool_Bar-_Full.png
viewer_icon.png

ViewerOrgChart Viewer

Return to OrgChart Viewer

save_icon.png

SaveFile Manager

Save the current orgchart document

Undo.png

Undo

Undo the last action

Redo.png

Redo

Redo the last action

Home.png

HomeHome Ribbon Overview

Tools for saving, exporting, and navigating between orgchart documents

Document.png

DocumentDocument Ribbon Overview

Tools for editing the properties of the current orgchart document

Refresh.png

RefreshRefresh Ribbon Overview

Tools to synchronize your chart with source data

Chart.png

ChartChart Ribbon Overview

Tools for manually modifying orgchart content and layout

Format.png

FormatFormat Ribbon Overview

Tools for manually modifying orgchart presentation (colors, fonts, etc.)

Extras.png

ExtrasExtras Ribbon Overview

Various advanced presentation and editing options

Master.png

MasterMaster Ribbon Overview

Tools for editing master pages

Help.png

HelpHelp Ribbon Overview

Help resources

Administration Tools

Administration tools are located in the upper right.

administrationtools.png

Administrator ToolsAdministration Tools

Various administration tools including user and password management

signout.png

Sign Out

Sign out

showpanel.png

Show Panel

Toggle display of the side panels

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