Help & Documentation

Learn how to use StructureGram

Diagram Export Guide

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

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 nodes

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

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
  • 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 nodes

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

Entity TypeShape
IndividualsCircular nodes with avatars
CompaniesRectangular nodes with rounded corners (4px radius)
Unit TrustsRectangular nodes with more rounded corners (8px radius)
Other TrustsRectangular nodes with rounded corners

Trust Type Colors

Trust TypeColor
DiscretionaryGreen background
UnitBlue background
HybridPurple background
TestamentaryTeal background
Bare Trust/NomineeSlate/Gray background
OtherGray background

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)

Custom Layouts

You can customize the position of nodes in your diagrams and save your custom layout for future viewing.

How to Customize

  1. View the diagram you want to customize
  2. Click and drag any node to reposition it
  3. Zoom in/out using mouse wheel or trackpad pinch
  4. Pan the view by clicking and dragging the background
  5. Once satisfied with the layout, click "Save Layout"
  6. Your custom layout is now saved and will be applied automatically next time you view this diagram

Layout Persistence

  • Per Entity: Each entity has its own saved layout for each view type
  • Per View Type: Family Tree and Ownership views have separate saved layouts
  • Automatic Loading: Saved layouts load automatically when you view the diagram
  • Custom Badge: A "Custom" badge appears when a saved layout is active

Reset to Default

If you want to return to the automatic layout algorithm:

  1. View the diagram with a custom layout
  2. Click the "Reset Layout" button
  3. The diagram will regenerate using the default automatic layout
  4. Your saved custom layout is deleted

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
  • 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

Troubleshooting

Diagram Not Showing

  • Ensure the entity has at least one relationship defined
  • Check that relationships are valid (correct entity types, no self-references)
  • Try refreshing the page

Layout Issues

  • If nodes overlap, try resetting to default layout
  • 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