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OrgChart Help Guide

Background

Overview

Users can define which Background will be applied to the currently open Chart Document upon refresh.

Note

If you use a View that applies a Background, the View-applied Background will be applied to the Chart Document.

Accessing Background
  1. Create a Chart Document, or open an existing on in Workbench.

  2. Click on the 5_2_1_BlueGear_nofill.png icon in the Workbench toolbar. The Document Settings: Changes panel is displayed by default.

    Launch_Document_Settings_Menu.png
  3. Click on the Background tab in the left side menu.

    DS_Background_Arrow.png
Background Options

The following option are available:

Current Background

Click to ensure that the Background currently applied to the open Chart Document is always applied after refresh.

Standard Background

Click to ensure a Standard Background is always applied to the current open Chart Document after refresh.

A Standard Background contains the OrgID, Title of the current subchart, last refreshed date, and page numbers.

Custom Background

Click to ensure a custom Background made with the Background Editor is always applied to the current open Chart Document after refresh.

Click on the Choose Background button to select a custom Background.

Click on the Open In Background Editor to open the selected custom Background in the Background Editor, in order to make adjustments to it.