0-9
A
- Add Print Page
- Press to add a new print page.
- Add Shape
- Press to add a new shape on the work area. (If you select another shape prior to this, the new shape will be a subordinate of the first one.)
- Arrange Print Pages
- Press to arrange print pages on the screen in such a way to cover the entire chart.
- Arrange Subordinates
- Press to arrange subordinates into logical patterns. (Note: the parent component must be chosen or this function will not become active.)
- Auto arrange Components
- Press to automatically arrange components into logical patterns.
- AutoTexts
- Boxes with the words Chart & Division which can be dropped on to chart levels. To change AutoTexts, go to Division View, highlight a division level and press F2.
B
- Border Style
- Press to call the Border Style menu. This controls all the border characteristics of a selected component.
- Box Item Menu
- A menu which displays a component’s data field information.
C
- Cascade
- Click this item to make all windows cascade on the screen.
- Change Page Orientation
- Press to toggle the selected page orientation between portrait and landscape.
- Close
- Press to close the active project. If there are unsaved changes, the program will prompt you to save them before closing.
- Columns Intelligent Sort
- Mark this item to maintain the relationship between the data fields order on the Data Properties panel and their order in the Data Outline View table. Moreover, adding a new properties field within the Data Properties panel (for any component) will produce the new column in the Data Outline View table. (Note: changing the column order in the Data Outline View table cancels this mode.)
- Connector Style
- Press to call the Connector Style menu. This controls the appearance of both Dynamic Connectors and the connectors belonging to individual components.
- Copy
- Press to make a copy of the selected data. The data will be stored in the clipboard.
- Create Report
- Press to call a wizard that will guide you step– by– step through the report creation process.
- Customize Data Outline View Columns
- Press to call up the Data Outline View customization menu. From here, you can set data field visibility and arrange data field order.
- Cut
- Press to place the selected item into the clipboard. (The item will disappear from the project area.)
D
- Data Outline View
- Press to display the Data Outline View on the screen. This table displays every chart component, their associated data fields and their relationships to each other.
- Data Properties
- Press to call the special Data Fields dialog corresponding to the selected component.
- Delete
- Press to delete the selected object (component or text).
- Delete Print Page
- Press to delete the selected print page.
- Disconnect from Parent
- Press to disconnect the selected component from its parent.
- Division View
- A tabbed section in Data Outline View that displays a simplified hierarchy of sub-groups and sub-charts.
- Divisions
- Sub-groups and sub-charts used to break up (and simplify) large charts.
- Drop Shadow
- Press to place a drop shadow on all selected components. The Drop Shadows function is used to give a component a three dimensional feel.
E
- Edit
- This will display the edit tools and provide access to the program’s setup.
- Email Chart
- Press to email the chart. Your default email program will launch and the chart will appear as an attachment.
- Exit
- Press to close the program.
- Export
- Press to export a project’s data to different formats.
F
- Field Hidden
- Press this to hide a data field from the selected cell in Data Outline View.
- File
- Under this menu you can find essential tools related to general program options.
- Fill Style
- Press to call the Fill Style dialogue. From here, you can control a variety of component properties including: color, gradient, pattern and photo.
- Find
- Searches all components. Also allows the user to define additional search filters.
- Find Next
- Press to find the next item which meets your search criteria.
- Fit to Window
- Press to resize the work area to match the screen size for maximum overall visibility.
- Font Style
- Press to call the Font Style dialogue. This controls all aspects of font control.
- Full Screen
- Press to expand the work area to fill the entire screen.
G
H
- Help
- Use this menu to launch OrgChart Help.
- Hide Subordinates
- Press to hide all of a chosen component’s subordinates. (Note: the parent component must be chosen or this function will not become active.)
- Hide Background
- Press to toggle the current background between hidden and visible.
- Hide Shape
- Press to hide the selected components from the screen. (Note: the data fields of hidden items are still displayed in areas such as Data Outline View.)
I
- Import
- Displays a list of available import formats. Once you choose a format, OrgChart will convert the other program’s file so it can be read (and displayed) within the program. (Note: if necessary, OrgChart will launch an appropriate Import Wizard to guide you through the import process.)
J
K
L
M
- Move Subordinates
- Place the cursor over this item and choose an appropriate move direction: Left/Up. Moves the selected component to the left in the object tree within one level. Right/Down. Moves the selected component to the right in the object tree within one level. (Note: the parent component must be chosen or this function will not become active.)
N
- New
- Press to create a new project. The new work area will appear on the screen. To switch between work areas go to the Windows menu and choose an appropriate area from the corresponding menu.
- Normal View
- Press to return the program to the Normal view mode. In this mode, you can work with components independent of which print page they are on.
O
- Open
- Press this item to open an existing (previously created and saved) project.
- Options screen
- Set OrgChart General and Data Fields Set options (makes global changes).
P
- Page Background
- Press to launch a menu where you can select and apply a background to the chart.
- Paste
- Press to place items (cut or copied) on the clipboard into the project area. You can use this function to connect components. To do so, select a parent component on the work area and paste the copied/cut component on top of it. When the pasted component appears, it will be connected to the parent.
- Press to print your chart. Before printing, you will be prompted to confirm printing options in the standard Microsoft Windows dialogue box.
- Print Layout View
- Press to turn the program to the Print Layout View. In this mode, you can prepare your chart to print arranging it on print pages of your choice.
- Print Preview
- Preview mode lets you can check the appearance of your document before printing. Documents can also be printed directly from the Print Preview window.
- Print Setup
- Press to launch the standard Windows Print Options dialogue box.
- Publish
- Press to publish (export and display) the project.
Q
R
- Redo
- Press to cancel the previous undo action. (This essentially “un-does” undo.)
S
- Save
- Press to save all changes in the project.
- Save as
- Press to choose a new destination and name for the project you are saving.
- Select All
- Press to select all the components in the work area.
- Shape
- This menu provides a list of aesthetic shapes which can be applied to components.
- Shape Style
- Press to call a menu where you can select a new style for the selected component.
- Show Grid
- Press to superimpose a reference the grid over the work area. (Note: although the grid is visible on the screen, it is never printed out.)
- Show Rulers
- Press to display rulers at the top and left side of the screen.
- Snap to Grid
- Press to make components snap to grid coordinates (this is good for precision work).
- Sort the List
- Place the cursor over this item to choose Ascending or Descending order for the Data Outline Viewdata fields.
- Status Bar
- Select this to show the narrow information bar at the bottom of the screen.
T
- Text Align
- Place the cursor over this menu to choose a component’s text alignment (left, right, centered, etc.).
- Tile
- Click this item to tile the screen with windows.
- Toolbars
- Mouse over this menu to choose the toolbar you wish to hide or make visible:
- Toolbars
- Format – displays various font modification tools.
- Toolbars
- Arrange Subordinates –tools for automatically arranging subordinate components.
- Toolbars
- Box Item – shows data fields associated with the highlighted component.
- Toolbars
- Chart Design – presents all the items necessary for complete chart creation.
- Toolbars
- Main Toolbar – contains essential OrgChart settings and options.
- Toolbars
- Select View – presents tools for changing view and component modes.
- Toolbars
- Themes– a drop down menu where different Themes can be chosen.
- Toolbars
- Show Level – drop down menu providing different chart levels.
- Toolbars
- Zoom– displays the magnification tools.
- Toolbars
- Arrange — displays the tools for automatically arranging components.
U
- Undo
- Press to cancel the previous action.
V
- View
- Toggles between Normal and Print Layout View modes.
W
- Window
- Under this menu you can find tools to arrange windows on the screen.
X
Y
Z
- Zoom In
- Press to zoom in (increase magnification).
- Zoom Out
- Press to zoom out (decrease magnification).