Overview: Athennian introduces a convenient new feature in the Structure Charts section, allowing users to seamlessly save exported charts to the Documents section within the platform. This article provides a step-by-step guide on how to utilize this feature for efficient chart management and accessibility.
How to Use Exported Charts Save to Documents Section:
Accessing Structure Charts:
Navigate to the Structure Charts section within Athennian.
Open the desired entity to view the structure chart that you wish to export.
Exporting the Chart:
In the structure chart interface, locate the export button positioned at the top right corner.
Click on the export button to initiate the export process.
Selecting Export Format:
Choose the desired export format for the chart, such as PDF or other compatible formats.
Export and Save:
Upon clicking the export button, the chart will begin to export.
A notification will appear indicating that the export has started, and users are advised to wait for the process to complete.
Automatic Saving:
Once the export process is complete, the exported document will be automatically saved to the Documents section within Athennian.
Users will receive a notification confirming that the document has successfully saved to the Documents section.
Accessing Exported Chart:
Navigate to the Documents section within Athennian to access the exported chart.
Locate the document in the selected export format (e.g., PDF) and click to view.
Efficient Chart Management:
This feature streamlines chart management by automatically saving exported charts to the Documents section.
Users no longer need to manually upload exported charts, saving time and ensuring efficient document management.