View a structural chart with AODocs Charts

If your administrator has set up AODocs Charts in one of your libraries, you can view a structural chart generated from the documents and relations in your library. 

Typical use cases include charts that show the structure of:

  • the internal entities within an organization, with links showing the relationship between shareholding companies and subsidiaries – in this article we show this use case
  • all employees within an organization, with links showing who reports to whom

Note: To implement this feature in your library, contact your Sales representative or send an email to sales@aodocs.com.

This article explains how to use AODocs Charts once it has been set up in your library. In our example showing the relationship between shareholding companies and subsidiaries, there is a calculated property Chart URL, which is displayed in the Internal entities view.


1. From the library homepage, open the Internal entities view.

Learn more: Use views in your AODocs libraries.

2. Click the Chart URL link next to the entity you want to view as root.

image01.png

The company structure chart opens in a new tab. 

image08.png

The display varies according to how your library administrator set up AODocs Charts.

In the example above:

  • Bear Inc. is the root
  • click the plus/minus toggles to expand and collapse the hierarchy below a given entity
  • three levels of descendants are displayed – this means that even if Bear Sicily S.p.A has descendants, they aren't displayed and there is no plus/minus toggle to show or hide them
  • the percentages on the lines indicate the percentage of ownership
  • lines in blue indicate that the subsidiary is majority owned by the shareholding company
  • hover over an internal entity to display a popup containing three properties (your library administrator can configure up to five properties)
  • click View details in the popup to open the internal entity document
  • click Print to print your chart
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