How To Save Your Org Chart In Multiple Formats & Versions

 

In this article, we will show you how to store your org chart in multiple formats and versions using online digital storage or offline storage.

Online Storage

1. Generate a copy of your org chart using any of the following methods:

                   .  PDF export

                   .  PNG export

                   .  PowerPoint export

      2. For details see, Exporting an Org Chart to PDF/ PNG/ PowerPoint.

      3. Export to Excel or CSV to keep a copy of the chart in a format that can be restored into Organimi                    using the Import from Excel/ CSV feature.

      4. Save the chart in a digital format to your internal file directory for local or server-based storage or                  your cloud service, such as Google Drive, Microsoft OneDrive, DropBox, etc.

Offline Storage

Save the chart in both hard copy and digital format (s) to your internal filing system (e.g. file directory for local or server-based storage).

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