Skip to main content

OrgChart Help Guide

View

Overview

In the Document Settings: View panel, users can define which View will be applied to the currently open Chart Document after each refresh.

Accessing View
  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 View tab in the left side menu.

    DS_View_Arrow.png
Setting the Default View

Configure your settings in the View panel in order to select which View will always be applied to the current open Chart Document after each refresh.

Click on the Chart View dropdown menu to select the View you'd like to apply by default.

The options in the Chart View dropdown depend on which View set you have selected.

Use the radio buttons to select one of the following View sets:

  • System - Views created by OrgChart.

  • Shared - Custom Views created by users in your account

  • User - Views created by you, and saved to your User library.