How to navigate in ORCA

Overview

• How to navigate in ORCA,

• How to access the Structure chart, Files, Tasks, and more,

• How to filter your Structure based on your needs,

• How to blend in additional information for your legal entities,

• How to add events in ORCA.

High-level walkthrough of ORCA

• Log in to your ORCA account

• On the left side is the navigation panel, you can access the vault settings, different sections and switch to other vaults

• The blue "add" button allows you to quickly create a new person, legal entity or asset - or upload a general file to ORCA

• The filter bar at the top of the structure allows you to configure the number of items displayed. Customize the structure according to your needs and use the time travel feature located on the top left. The Search feature, found on the top right, can help you find anything in ORCA, such as files, cards on the screen, and notes. Also found the top right, you can change your currency and adjust user settings.

• Export a PDF or CSV of your current structure (as shown below)

• Click on the chevron on the right to open the wealth panel

• Use the button found on the bottom right to show additional information (such as addresses, tax domiciles and values) for all the items displayed in the current structure

• Click on the top left icon of a card to change the perspective of this card. If selected, the full ownership structure for this person, legal entity, or asset will be created.

• By hovering over the card, 3 dots on the right side appear. Click on them to open the menu. Either use the "add" button to create a new sentence starting from this card or blend in additional information on the card. Direct access to files and todos are also possible.
• If you select the "add" button, the sentence builder at the bottom of ORCA will open
 

• Click directly on the name of a card to open the detail view. In the detail view you can see and edit all the relevant key information for this specific person, legal entity or asset