OrgChart Now Help Guide

Template Wizard

Audience

Audience: Any User Edition: All Editions

Overview

In the Templates Wizard, you can determine a template to be automatically applied to a chart in Workbench.

Accessing the Template Wizard

Select the Refresh ribbon in OrgChart Workbench, and then click on the Template icon.

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Setting Templates

When opening the Template Wizard, the following options are available:

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System templates are pre-built and available in OrgChart for users to apply.

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Shared templates are shared between all users on the account and can be applied to any chart.

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User templates are created by a single user and are only available to that user.