Diagram Export Guide

StructureGram automatically generates visual diagrams from your entities and relationships. Learn how to view, customize, save, route, and export your diagrams.

Diagram Entity Filters

Every saved diagram has its own entity filter. The entity filter decides which group entities are included in that diagram.

When a diagram is created, StructureGram creates the diagram's entity filter from the assignable entities in the selected group at that time. Entities created later are not automatically added to existing diagrams. If a new entity is missing from a diagram, open the diagram's Entity Filter badge and add it.

You can edit a diagram's entity filter:

• From the diagram header by clicking Entity Filter.
• From the diagram list page by clicking the diagram's Entity Filter badge.
• From an ownership diagram by adding available entities to the canvas.
• From an ownership diagram by right-clicking an entity and choosing Remove from Entity Filter.

The badge can show a fraction such as 9/10 entities. This means 9 of 10 assignable group entities are included in that diagram's entity filter. Assets are not included in the entity count.

For ownership diagrams, the Entity Filter dialog also includes Focus Entity. It can quickly rebuild the filter around entities connected to one selected entity.

Learn more in Working with Entity Filters.

Family Tree View

The Family Tree View visualizes family relationships between individuals. It shows spouse, parent, and child connections in a traditional family tree layout.

Features

• Hierarchical Layout: Parents at top, children below
• Spouse Connections: Horizontal lines connecting married/de facto partners
• Individual Details: Shows name, age (if date of birth provided), and avatar
• Deceased Indicators: Grayscale avatars for deceased individuals
• Interactive: Click and drag to reposition entities

How to View

1. Navigate to any Individual detail page
2. Scroll to the "Diagrams" section
3. Click the "Family Tree" tab
4. The diagram will automatically generate showing all connected family members

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Ownership View

The Ownership View visualizes business relationships including shareholders, directors, trustees, beneficiaries, and unitholders. It shows the complete ownership and control structure.

Features

• Entity Type Styling: Different shapes and colors for individuals, companies, and trusts
• Ownership Percentages: Shows percentage ownership on shareholder and unitholder relationships
• Joint Holdings: Shows jointly held shares or units as a generated node between the holders and the company or unit trust
• Relationship Labels: Clear labels for each connection type (e.g., "Shareholder 100%", "Director", "Trustee")
• Trust Type Indicators: Color-coded trust types (discretionary, unit, hybrid, testamentary, bare trust/nominee)
• Status Indicators: Visual indicators for entity status (active, passive, dormant, etc.)
• Interactive: Click and drag to reposition entities
• Asset Transition Support: If an asset temporarily loses all owners during editing, it can be retained in-session for reassignment and then returns to normal behavior once ownership is recreated
• Grouped Display Options: Beneficiary groups and grouped assets can simplify busy trust and asset sections
• Quick Subsidiary Create: On company nodes, a plus action can create a child company and default shareholder link in one step
• Tax Election Badges: Optional FTE and IEE icons can be shown on eligible entity nodes
• Distribution Links: Optional dated distribution flows can be shown as separate links on ownership diagrams
• Loan Links: Optional loan, security, and guarantor links can be shown as separate financial links on ownership diagrams
• Lease Links: Optional lease links can be shown between entities and assets on ownership diagrams

For grouped display behavior, see Beneficiary Groups and Grouped Assets. For company-group capture acceleration, see Company Subsidiary Quick Create. For election workflows and when badges appear, see Family Trust Election (FTE) and Interposed Entity Election (IEE). For distribution recording, filtering, and diagram display, see Distributions. For loans, collateral, guarantee rules, and diagram-based loan creation, see Loans, Security, and Guarantors. For lease relationships, metadata, and asset-side lease workflows, see Leases.

How to View

1. Navigate to any Individual, Company, or Trust detail page
2. Scroll to the "Diagrams" section
3. Click the "Ownership View" tab
4. The diagram will automatically generate showing all connected business relationships

Entity Styling

Trust Type Colors

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Export Options

Export as PNG

Both Family Tree and Ownership views can be exported as PNG images for use in presentations, documents, and reports.

1. View the diagram you want to export
2. Customize the layout if desired (see Custom Layouts below)
3. Click the "Export as PNG" button above the diagram
4. The image will be downloaded to your default downloads folder
5. File name format: family-tree-[entity-name]-[timestamp].png or ownership-[entity-name]-[timestamp].png

Image Quality

• Resolution: High-resolution export suitable for printing
• Background: White background for clean printing
• File Size: Optimized PNG compression
• Transparency: No transparency (solid white background)

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Layout Saving and Auto-Save

You can drag entities and adjust diagram presentation in both diagram types. The save model is different by view type.

Ownership Diagrams

Ownership diagrams use a working-copy auto-save model:

• Changes are saved automatically after you stop interacting for a short moment
• This includes manual entity positions and link routing/vertices
• This includes Flex routing state and edited link routes
• The latest working copy loads again when you reopen the same diagram

Toolbar save status meanings:

• Saved: Working copy is fully synced
• Changes pending: Local edits are queued for save
• Saving: A save request is in progress
• Save failed: Last auto-save failed (use Retry)

Use Refresh all entities and links to base layout when you want StructureGram to recalculate the diagram geometry. This can reset manual entity positions and link vertices to a generated layout.

Use Flex link routing when you want to keep entity positions and refresh only the relationship lines. See Flex Link Routing.

Use Annotations when you want visual notes, arrows, shapes, or text on an ownership diagram. Turn them on from Diagram Settings > Display > Annotations. Existing annotations can block implicit auto-layout because they stay in fixed canvas positions. See Diagram Annotations.

Use Beneficiary groups when trust areas are crowded with named beneficiary links. See Beneficiary Groups.

Use Grouped assets when one owner has multiple sole-owned assets and you want a cleaner canvas. See Grouped Assets.

Use Reset presentation when you want to clear presentation overrides such as entity sizing and label offsets without treating it as a full data change.

Family Tree Diagram

Family tree diagrams currently use explicit layout save actions:

1. Drag entities to adjust layout
2. Click Lock Layout to persist your current layout
3. Use Unlock Layout to remove the saved layout and return to generated layout

Layout Scope

• Per Diagram: Saved/auto-saved layout state belongs to the specific diagram
• Per View Type: Family Tree and Ownership layouts are stored separately
• Per Scenario Step: Scenario steps keep their own layout and view state after they are created
• Automatic Loading: Persisted layout state is re-applied when reopening the diagram

Scenario Planning

Ownership diagrams can be used for scenario planning. A scenario lets you model proposed changes without changing the base diagram.

If you use Focus Entity on the base ownership diagram, that changes the base Entity Filter membership. Scenario base scope follows that filter.

When you create a scenario, the first scenario step starts from the current base diagram canvas state. New scenario steps then carry forward from the current scenario step. Existing scenario steps keep their own layout and settings when you return to them.

Learn more in Scenarios, Focus Entity (Ownership Diagrams), and Scenario Settings Options.

Asset Ownership Transitions

When editing ownership links on the canvas:

• Removing an asset's last ownership link can leave it as a temporary in-session orphan so you can complete reassignment flows.
• If ownership is created successfully, that temporary orphan status is cleared immediately.
• If creation fails, the temporary status is preserved.
• Long-term ownerless assets are managed in Asset Allocations → Unowned Assets.

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Tips for Great Diagrams

• Start Simple: Begin with a small structure to ensure all relationships are correct
• Use Percentages: Add ownership percentages to shareholder and unitholder relationships for clarity
• Use Joint Holdings: Use joint holdings where two or more entities hold the same share or unit parcel together
• Add Status: Set entity status (active, passive, etc.) to provide context in ownership views
• Customize Layouts: For complex structures, customize the layout to improve readability
• Export Early: Export diagrams as you build to track changes over time
• Zoom for Detail: Use zoom to focus on specific parts of large diagrams
• Print Quality: Exported PNGs are high-resolution and suitable for professional printing

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Troubleshooting

Diagram Not Showing

• Ensure the entity has at least one relationship defined
• Check that relationships are valid (correct entity types, no self-references)
• Check that the expected entities are included in the diagram's entity filter
• Try refreshing the page

Layout Issues

• If entities overlap, try resetting to default layout
• If links look tangled but entity positions are useful, switch to Flex and use Refresh links
• For large structures, use zoom and pan to navigate
• Custom layouts may need adjustment if new entities/relationships are added

Export Issues

• Ensure your browser allows downloads from this site
• Check your downloads folder for the exported file
• Try a different browser if export fails