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 (beta version) 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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