Overview

The File Manager makes it easy to manage all your OrgChart files. The File Manager can be accessed by clicking on the Open, Save As and File Mgr buttons (which are located in the FILE RIBBON).

Opening Chart Documents

The Open Chart button allows you to open any chart document.

opendoc.png Open Chart Double-click to view or edit a chart.

Saving Chart Documents

The Save and Save As buttons are used to save or save a copy of the current chart.

save.png Save Save any changes to the current chart.
saveas.png Save As Save a copy of the current chart.

Use the 'Save what' option to specify what part of the chart you want to save:

  • Entire Chart - Save the entire chart.
  • Current Branch - Save the current subchart and all subordinate subcharts.
  • Current Page - Save only the current subchart.

Notes

  • If saving 'Current Branch' or 'Current Page,' boxes in the Parking Lot will be saved with the chart. Remove or add boxes to the Parking Lot as appropriate before saving a subset of the chart.
  • The master page from a chart can be saved for use in other charts. See the Master Page Template topic for more details.

Managing Files

You can delete, duplicate and rename files as needed.

deltefile.png Delete File Select one or more files and then click on the 'Delete' button. Deleted files are moved to the Trash folder. Files deleted from Trash folder are permanently deleted.
duplicatefile.png Duplicate File Select one or more files and then click on the 'Duplicate' button.
renamefile.png Rename File Select a file and then click on the 'Rename' button. Type a new name for the file. Hit the Enter key when done typing.
deleteallfiles.PNG Delete All Files Deletes all files in selected folder. Located in bottom right corner (only available in File Mgr)

Uploading/Downloading Files

You can upload and download files as needed.

uploadfile.png Upload File Upload a file to cloud storage.
downloadfile.png Download File Download a file from cloud storage.

Moving Files

You can move or copy files as needed.

  • To move files, select one or more files and then drag them to a destination folder. Shift-drag to make copies of selected files.
  • To restore files from the Trash move the files to another folder.

Notes: You can click and drag a box selector to select multiple files.

Managing Folders

You can add, delete and rename folders as needed.

addfolder.png Add Folder Click on the 'Add' button. An 'Untitled' folder is added.
deletefolder.png Delete Folder Select a folder and then click on the 'Delete' button. A folder must be empty before it can be deleted.
renamefolder.png Rename Folder Select a folder and then click on the 'Rename' button. Type a new name for the folder. Hit the Enter key when done typing.

File Manager Tools

Various tools are available to help you complete tasks such as unzipping an uploaded files (e.g. a file containing hundred of employee photos).

utilities.png Utilities Main article for Utilities
unzip.png Unzip Main article for Unzip

Reviewed 8/28/2017