Optimizing Your Org Chart For Printing

 

This section contains the following topics:

 

To access the print Options pane see, Access The Print Options Pane.

 

Best-Fit

  1.  From the print Options pane, in the # of Pages field, click the down arrow and select Multiple   Pages.
  2.  In the Break Pages By field, click the down arrow and select Best-Fit.

 

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      3.  Change the page size to adjust the layout of the pages. For step-by-step instructions

           see, Increasing And Decreasing The Page Size.

       4. To print the Chart see, Printing The Chart

 

Print From Here

  1. For step-by-step instructions see, Print Your Chart Starting With A Specific Member
  2. To print the Chart see, Printing The Chart

 

Formatting Your Chart For Printing

In this section, to save space you will learn how to:

  • Increase or decrease the font size
  • Conserve space by turning off photos or extra fields to only print a minimal amount of information
  • Optimize wide or tall charts for printing by making boxes wider or smaller

 

  1.  Create a custom format and give it a meaningful name e.g. Optimized Printing.
  2. With the Chart open, click the Format Your Chart icon.mceclip0.png

                mceclip1.png The Format Your Chart dialog box appears.

    

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                                         a. Click the NEW FORMAT button.

                    

                                                           mceclip1.png A new format appears in the Saved Formats field.

                                        b.  To give the format a meaningful name, click the vertical dots and from the

                                             pop-up menu select, Rename Format.

 

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                                         c.  Type the new name e.g. Optimized Printing.

                                         d.  Click the Update Name link.

 

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      mceclip1.png  The new name appears in the Saved Formats field.

 

 

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                      a.  Click the slider to turn off member photo.

                      b.  In the Member: Name and Role: Name fields, click the down arrow to increase or

                           decrease font size.

                      c.  Adjust the width of role boxes to make them smaller or wider by clicking the  Plus

                           (+) or Minus (-) buttons.

                      d.  Click the DONE button.

 

                                  mceclip1.png  Your Chart appears without photos, with smaller font and box sizes.

 

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Adjust Stack Settings

Change the chart display settings to make roles stack after 1 role and your Chart will be horizontal. A higher number will make your Chart vertical.

For step-by-step instructions on how to adjust stack settings see:

 

To print the Chart see, Printing The Chart


Shared Roles

If you are using shared roles, enable the Condensed Shared Role setting to use less space by displaying employees in a list. For details see, Displaying Multiple Employees In A List.  

 

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To print the Chart see, Printing The Chart. 

 

Having trouble? Contact us at support@organimi.com or ask us about our concierge service.

 

 
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