1. What's new?

Release Notes | March 2023

Highlights from the March 2023 release.

  1. Org Chart - Colour coding
  2. Org Chart - Export improvements
  3.  Org Chart - Historical view
  4. Share register - New flow to restore previous version of the register
  5. Share register - New flow to create a share register
  6. Excel exports - Default filtering and freeze of first rows/columns

1) Org Chart - Colour coding

Click the image below to take the product tour:

demo gif

Colour code an organizational chart by defining and applying colour styles.

2) Org Chart - Export improvements

Click the image below to take the product tour:

demo gif

Save different visualizations of the org chart, and export the org char to PDF, PNG or SVG format.

3) Org Chart - Historical view

Click the image below to take the product tour:

demo gif

Generate the org chart of a historical shareholding structure.

4) Share register - New flow to restore previous version of the register

Click the image below to take the product tour:

demo gif

Correct an error in the share register by restoring a previous version.

5) Share register - New flow to create a share register

Click the image below to take the product tour:

demo gif

Create the share register of an entity.

6) Excel exports - Default filtering and freeze of first rows/columns