Computershare

Print a Chart

Export Charts and Sub-Charts as PDFs

A step-by-step process to exporting a created chart in Visio format

Export a Chart as a Visio File

Export a Chart as a Booklet

A step-by-step to modifying and customizing Charting Booklet Templates used when exporting a chart as a booklet

Modify Charting Booklet Templates

Generate a Tiered Report

Export a Charting Comparison Report

Set up your org charts for printing and exporting

Print and export charts

Create a custom design with text, images, and links

CORE 2026

GEMS Academy

GEMS Webinar Schedule

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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