Step 5: Saving and Opening Charts

You can save an unlimited number of charts in your account. You can also use Folders to organize your charts.

» Saving a Chart

Saving a chart in OrgChart is almost exactly the same as saving a file in a Microsoft Office application (like Excel or PowerPoint); however, the chart is saved in your cloud storage so it can accessed from any web browser (if, of course, you have credentials to log into OrgChart).

To save a chart:

  1. Select the FILE RIBBON (FILERIB.png).
  2. Click on the save.png Save button.
  3. If you’ve never saved the chart before, the File Manager is shown.
  4. Select a destination folder (e.g. “Charts”) or create a new folder.
  5. Specify a filename (call the chart “QuickStart” - this chart will be referenced in later in this guide) and then click on the Save button.

» Opening a Chart

Opening a chart in OrgChart is almost exactly the same as opening a file in Excel or PowerPoint.

To open a chart:

  1. Select the FILE RIBBON (FILERIB.png).
  2. Click on the openfile.png Open button. the File Manager is shown.
  3. Select a source directory (e.g. “Charts” or "Tutorials")
  4. Double-click on a file (e.g. “MyOrgChart”)

» Closing a Chart

You can manually close a chart at any time.

To close a chart:

  1. Select the FILE RIBBON (FILERIB.png).
  2. Click on the closefile.png Close button.
  3. If the chart contains unsaved changes you’ll be prompted to save changes.


Reviewed 9/6/2017