We have made a few small changes within your EntityKeeper account that can help your organization in a big way.
Here’s the updates you can find:
New Node Shapes
We have added one more way to make reading your org charts easy with adding the ability to change the shape of the nodes. This feature allows you to quickly visualize the difference between each entity when viewing your org chart.
Changing is easy:
- In the org chart screen, look to the right of your screen in the editing panel
- Click Settings
- you will see Node Shape
- Click the drop down
- Choose attributes
- Assign shape
- Save.
- Click Settings
Expand All
Easily view all hidden entities within your org chart with our “expand all” feature.
Located in the editing panel on the right, you can click “Expand All”. When clicked once the first tier of hidden entities will show, when clicked again the next tier of hidden entities will show, continue these steps until all desired entities are shown.
Search
Under Advanced Docs you will notice a new search bar. This feature allows you to search every document you have uploaded into EntityKeeper. You can search by name (or partial name), comment, file, posts, and tags. To access from the home page:
- Click on the “Entities” tab
- Choose an entity
- Once the entity is open, click on the Documents tab
- Choose Advanced Documents
- Type criteria in Search Bar below