OrgChart Now Help Guide

Chart Ribbon

Note

Audience: Any User Edition: All Editions

Overview

The Chart Ribbon contains tools that allow you to modify your chart, allowing you to modify both the content and presentation of your chart. The Chart Ribbon can be accessed via the Top Toolbar.Top Toolbar

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Chart Ribbon

The Chart Ribbon contains the following functions:

Tools

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Select Tool

Click to select cells.

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Add Box

Add a box to the chart.

Move Box.png

Move Box

Move a box to a different location in the chart.

Add Assistant.png

Add Assistant

Add an assistant to a box.

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Delete

Delete a box.

Layout

The Layout Tools group contains tools that allow you to control the presentation and placement of charts on a page. The following tools are available:

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Branch Styles

Change the branch style for one or more boxes.Branch Styles Overview

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Sort

Sort boxes in the chart.

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Optimize Page

Automatically optimize the branch styles of all boxes on the current page.Optimize Branch Styles

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Box Spacing

Change the spacing between boxes.Box Spacing

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Center Chart Horizontally

Center the chart horizontally on the page.

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Center Chart Vertically

Center the chart vertically on the page.

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Align Chart Top

Position the chart below the top margin (or header if defined).

Subchart

OrgChart Now allows you to manipulate subcharts easily. The following tools are available:

Insert Subchart Break.png

Insert Subchart Break

Creates a new subchart break, placing a box's subordinates on a different page.

Remove Subchart Break.png

Remove Subchart Break

Removes a subchart break, placing all of a box's subordinates on the same page as that box.

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Subchart Wizard

Brings up the Subchart Wizard, allowing you to set custom subchart settings for your chart.

Grouping

OrgChart allows you to create groups within your charts, such as co-managers. The following tools are available:

Co-Managers.png

Co-Managers

Groups two managers of a single department together into a larger "container."

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Group

Groups individuals together.

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Header

Groups individuals together under a customizable header.

Ungroup.png

Ungroup

Ungroups previously grouped managers or employees.

Clipboard

OrgChart Now allows you to cut, copy and paste chart boxes.

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Cut

Copy current selection to the clipboard and then remove from the document.

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Copy

Copy current selection to the clipboard.

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Paste

Paste contents of the clipboard into the current document.

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Copy Format

Copy the format of the selected box to the clipboard.

Tips and Tricks

  • Copy Format is a big time saver. To use Copy Format, select a box and then select the Copy Format button. The box format is copied to the clipboard. Select any other boxes and then use the 'Paste' button to apply the copied format to those boxes.

  • Hold down the shift key when selecting a box to add it to the current selection.

  • To move or duplicate a box (or branch), you can cut or copy boxes and then paste them under another box. You must select a single box before you can paste a box (or branch) under that box.

  • OrgChart Now allows you to cut and paste text from a box cell and then paste it into another box cell.

  • OrgChart Now supports Windows Keyboard Shortcuts. You can find a list of commonly used shortcuts here.Windows Keyboard Shortcuts