FILE RIBBON
Overview
Use the FILE RIBBON to manage files in your account. The FILE RIBBON is also used to import data from external systems.
The FILE RIBBON is located in the Top Tool Bar.
FILE RIBBON
The FILE RIBBON contains the following functions:
New Document | Create a blank OrgChart document. | |
Import Wizard | Create an org chart from an external data source such as an Excel spreadsheet or a query to an HR System. For more information visit Import Wizard page | |
Open Document | Open a document stored in your cloud account. | |
Save Document | Save current document. | |
Save As | Save a copy of the current document to the cloud. | |
Close Document | Close the current document. | |
File Manager | Upload/download files to/from your cloud storage account using the File Manager. | |
Field Manager | Add, delete and rename fields and calculations. For more information visit Fields and Formulas page | |
Configure Connectors | Configure data source connectors. For a detailed list of connectors vist Connectors page |
Reviewed 08/18/2017