OrgChart User Guide

Chart Templates are used to automatically format org charts. Each template contains one or more rules that determine how boxes in your chart are formatted (for example, a rule can be created to give all 'managers' a double-border).

The Chart Templates Panel can be found on the Side Panel.

See the Rule Driven Charting topic for more details on how to create and edit chart templates.

The Chart Template Editor allows you to apply, add, edit, reorder, rename, delete and share Chart Templates.

There are two built in libraries:

• System Templates - The system library includes a number of predefined templates that cannot be modified.
• User Templates - The 'User Templates' library where you create or edit user defined Chart Templates.

	Copy a System Template to the User Template area (so you can modify)
	Add new Chart Template
	Edit a Chart Template
	Deleted selected Chart Template
	Duplicated selected Chart Template
	Rename selected Chart Template
	Reorder Chart Templates
	Save changes to 'User Templates'
	Discard changes to 'User Templates'

Double-click on any Chart Template (e.g. 'Classic') to apply to the current org chart.