Cards

This tutorial shows how to place companies and individuals on a corporate structure chart with Lexchart. Discover how to add data and design chart elements called cards.

7 months ago   •   2 min read

By The Lexchart Team
Company Chart Cards

Purpose

Every chart in Lexchart has cards and links. A card can be a person, a company, a trust, any type of legal entity, a division, or a business unit: anything you want to represent on the chart. A link is the connection between cards, such as an ownership, management, or financing relationship.

Background

For this tutorial, we have three cards: a trust, a corporation, and an individual. We add a fourth card, a limited liability company. We will add data to each card, then design them.

Access

The window for working with cards looks like this:

Edit window for Cards in Lexchart
Edit window for Cards in Lexchart

There are several ways to access cards.

Add a new card

You can add a new card from the toolbar.

Add a new card from the toolbar
Add a new card from the toolbar

From the Insert menu, you can add a new card.

Add a new card from the Insert menu
Add a new card from the Insert menu

Edit an existing card

There are three ways to start editing a card:

  1. Double click on the card with your pointer.
  2. Select (single click) the card and use the Edit button on the toolbar
Edit selected card or cards from the toolbar
Edit selected card or cards from the toolbar

3. Select the card or cards and use the Edit menu.

Edit selected card or cards from the Edit menu
Edit selected card or cards from the Edit menu

Steps

There are two questions to ask for every card: What do you want to communicate about the entity?, and How do you want to display that entity? With Lexchart, you control both the Data and Design.

Watch the video to learn how to modify data and design of cards in Lexchart. You can read the details in the Card documentation.

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Edit the design of more than one card at a time. Select multiple cards, then select the Edit button on the toolbar.

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