Unity® Entity Management 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.
Accessing Structure Charts
Navigate to the Structure Charts section within Unity Entity Management.
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 Unity Entity Management.
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 Unity Entity Management 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.