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.
The company structure chart opens in a new tab.
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