OrgChart Now Help Guide

Table of Contents

Workbench

Overview

The Workbench allows Administrators and Read/Write users to create and modify customized chart exports using their Master Chart data.

Accessing Workbench

Click on the 5_2_Mode_Small.png in the top-left corner of the screen, and then select the Workbench option.

A popup with the following options is displayed:

Workbench_Dialog_5_3.png
5_2_Launch_Chart_Builder.png

Click to launch open the Chart Builder, in order to create a Chart Document using your Master Chart data.

Chart Documents are customized in the Workbench.

5_2_Open_Document.png

Click to open the File Manager, and then select an existing document to edit in the Workbench

5_2_Create_Blank_Chart.png

Click to open a blank chart document in the Workbench.

Recent Documents

Select a Chart Document from the Recent Document section to quickly open a recently opened Chart Document in the Workbench.

Select one of the options in the Workbench dialog menu. The Workbench user interface is displayed.

Workbench_UI_5_3.png