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OrgChart Now Help Guide

Table of Contents

Top Toolbar

Overview

Various OrgChart tools are hosted in the the Top Toolbar.

User Interface

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Top Tool Bar

The following tools can be found in the Top Toolbar:

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Mode Switcher

Click to switch between OrgChart modules, such as:

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Export

Export OrgChart to PDF, PPT, PNG, JPG, SVG, EXCEL, or generate a Web Link.

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Profile

View the profile information in a baseball card style that contains additional information about the selected box

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Search

Search for records within your org chart.

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Subcharts

View the entire chart as an expandable table of contents.

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Grid

Display a tabular list of data that corresponds to the section of chart that is displayed.

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Shortcuts

Quickly navigate to a specific area of the chart.

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Builder

Click to create a chart document from the existing chart data to edit in the Workbench.

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Staging

Add orphaned records to the chart, or re-arrange a department in the Workbench.

My Settings

Click on the initialed circle (in the top-right corner of the User Interface) to access your personal settings.

These settings drive the user experience, and can be configured by each individual user.

Reference the My Settings article for more information regarding the available options.

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