OrgChart Now Help Guide

Home Ribbon

Audience

Audience: Any User Edition: All Editions

Use the HomeRibbon to manage files in your account. The HomeRibbon is also used toimport datafrom external systems. The HomeRibbon is located in theTop Toolbar.

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The HomeRibbon contains the following functions:

File
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New Document

Create a blank OrgChart Now document.

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Import Wizard

Create an org chart from an external data source such as an Excel spreadsheet or a query to an HR System. For more information, visit the Import Wizard page.

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Open Document

Open a document stored in your cloud account.

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Save Document

Save current document.

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Save As

Save a copy of the current document to the cloud.

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Close Document

Close the current document.

Refresh
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Data Refresh

Update the chart from the data source.

Share
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Export Document

Create a PDF, PPT, PNG, SVG, or JPG from the current chart.

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Export to Excel

Create an Excel sheet from the current chart.

Other Functions
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Publish to Web

Create a URL that can be used to access your chart.

Chart Builder

Automatically create an org chart using a database query.

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File Manager

Upload and download files to and from your account.

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