OrgChart Viewer
Overview
OrgChart viewer is a lightweight envirornment to view and export your chart. Below is a brief overview of the options available to customize the look and feel of your OrgChart.
Quick Reference Guide
Reviewing the OrgChart Now Viewer Quick Reference Guide is an easy way to get started.
Options Drop Down
The Options drop down allows you to make your chart look exactly how you want it.
| VIEWS | Select the style of your Org Chart boxes. |
| FILTERS | Select which filters you want to activate. |
| LEVELS | Select the number of chart levels shown. |
| ZOOM | Zoom in or out. |
| PRINT PREVIEW | Toggle print preview on or off. |
| PAGE SIZE | Select the desired page size, both on the screen and when exporting your chart. |
Export Drop Down
The Export drop down provides all of OCN's visual export formats for your chart.
| DOWNLOAD PDF | Download a Portable Document Format (PDF) document of your chart. |
| DOWNLOAD PPT | Download a PowerPoint (PPT) document of your chart. |
| DOWNLOAD PNG | Download a Portable Network Graphic (PNG) image of your chart. |
| DOWNLOAD SVG | Download a Scaleable Vector Graphic (SVG) image of your chart. |
| DOWNLOAD JPG | Download a JPEG image of your chart. |
| DOWNLOAD EXCEL | Download an Excel file of your chart data. |
| PRINT CURRENT PAGE | Download the currently shown OrgChart in PDF format. |
Profile Panel
Main Article: Profile Panel
Bring up more information about a selected box.
Search Panel
Main Article: Search Panel
Search for records in your organization. Click on a record to go to their Org Chart.
Workbench Drop Down
Main Article: OrgChart Workbench
The Workbench Drop Down has the following options:
| ORGCHART BUILDER | Go to the OrgChart builder to recreate the currently seen chart in the Workbench. |
| CREATE NEW CHART | Go to the OrgChart workbench with a new chart document. |
More Drop Down
The More Drop Down has the following options:
| REFRESH DATA NOW | Immediately refresh your chart from the data source. |
| MY SETTINGS | Configure personal settings. |
| CHART SETTINGS | Configure Chart settings. |
| ACCOUNT SETTINGS | Configure organization level settings. |
| HELP | Get help for OrgChartNow. |
| ABOUT | View details about your chart, account, and application. |
Reviewed 6/04/2019