OrgChart Now Help Guide

Master Editor

Overview

OrgChart allows administrators and Read/Write users to create and modify Master Pages.

A Master Page contains elements, such as page numbers, a company logo, or a legend.

Accessing the Master Editor

Click on the 5_2_Mode.png icon to open the Mode Switcher. Then, click on the Workbench button.

The Workbench dialog is displayed.

5_2_Workbench_Dialog.png

Open a recently open document, open an existing document, create a blank chart, or use the Chart Builder to enter the Workbench.

Click on the Presentation Menu, and then select the Master Editor option.

Master Editor Options

The Master Editor is displayed on the right-hand side of the screen, and is divided into 7 sections, each offering different editing options.

Optionally, click on the 5_2_Workbench_Arrow_Right.png to the left of a section heading to expand it, or click on the 5_2_Workbench_Arrow_Down.png button to hide the section's contents.

Tools
5_2_ChartEditor_Select.png

Click to select a Master Page element.

5_2_ChartEditor_Pan.png

Click to enable the pan function. Click and drag to view different sections of the Master Page.

5_2_ChartEditor_Delete.png

Delete a selected box.

Insert
5_2_ChartEditor_Insert_TextBox.png

Insert a text box.

5_2_ChartEditor_Insert_AutoText.png

Insert an AutoText element, such as page numbers or subchart name.

5_2_ChartEditor_Insert_Image.png

Insert an image.

5_2_ChartEditor_Insert_Table.png

Insert a table.

Right-click on the table to edit its properties in the Box Layout Editor.

5_2_ChartEditor_Insert_PieChart.png

Insert a legend.

Right-click on the table to edit its properties in the Box Layout Editor.

5_2_ChartEditor_Insert_Legend.png

Insert a pie chart.

Reference the Pie Chart article for more information.

Arrange
5_2_ChartEditor_Arrange_Positioning.png

Pin object on the page. Pinned objects are automatically repositioned when the page is resized.

5_2_ChartEditor_Arrange_Arrange.png

Set order that objects (like text boxes and images) appear on the OrgChart.

Background
5_2_MasterEditor_Background.png

Set the background color.

5_2_MasterEditor_Apply.png

Apply a saved Master Chart to the open Chart Document.

5_2_MasterEditor_SaveMaster.png

Save Master as a Master Page.

This will format the Master as a Master Page, and save it to the Masters folder, enabling Administrators to display it in Viewer mode. Reference the Chart Settings: Presentation article for more information on how to apply a Master Page to a Master Chart.

Box
5_2_ChartEditor_Box_BoxShape.png

Change shape of box.

5_2_ChartEditor_Box_BoxColor.png

Change the fill color.

5_2_ChartEditor_Box_Shadow.png

Turn box shadow effect on/off.

5_2_ChartEditor_Box_BorderStyle.png

Change the border thickness and style.

5_2_ChartEditor_Box_BorderColor.png

Change the border color.

Text
5_2_ChartEditor_Text_FontSelector.png

Chant the font style.

5_2_ChartEditor_Text_FontSize.png

Change the font size.

5_2_ChartEditor_Text_FontColor.png

Change the text color.

5_2_ChartEditor_Text_CellFill.png

Change the cell color.

5_2_ChartEditor_Text_Bold.png

Bold text.

5_2_ChartEditor_Text_Italic.png

Italicize text.

5_2_ChartEditor_Text_Underline.png

Underline text.

5_2_ChartEditor_Text_LabelOptions.png

Configure the field label display settings.

  • Value - Display only the field value (i.e., "John Smith)

  • Label : Value - Display the field label, and then the field value, separated by a colon (i.e., "Name: John Smith")

  • Label - Display only the field label (i.e., "Name")

Alignment
5_2_ChartEditor_Alignment_AlignTop.png

Align text to the top.

5_2_ChartEditor_Alignment_AlignMiddle.png

Align text to the middle.

5_2_ChartEditor_Alignment_AlignBottom.png

Align text to the bottom.

5_2_ChartEditor_Alignment_WrapText.png

Make all cell content visible by displaying it on multiple lines.

5_2_ChartEditor_Alignment_AlignLeft.png

Align text to the left.

5_2_ChartEditor_Alignment_AlignCenter.png

Align text to the center.

5_2_ChartEditor_Alignment_AlignRight.png

Align text to the right.

5_2_ChartEditor_Alignment_Justify.png

Align text to both the right and left margins.

Use this option when displaying a field label and a field value within the same cell.