Overview
This article provides instructions on adding, managing, and viewing Shapes. Shapes gives you a visual enhancement that makes it easier to identify different types of Legal Entities in your Structure charts. Key features include:
- Visual indicators like squares for Corporations and triangles for Partnerships
- Customizable shape assignments for each Vault
- Time travel functionality to track shape changes over time
- Flexible display options - toggle shapes on/off globally or per structure card
How to add a Shape
- Go to the details view
- Scroll to Shape and add the corresponding shape
How to manage Shapes
Select the Shape dropdown and click 'manage' to open the Shape management interface
In the management interface, you can:
- Edit existing shape categories and their properties
- Delete shapes you no longer need
- Add new custom shape categories
- Match your custom shapes to system-defined shapes for consistency
How to view Shapes
There are two ways to view Shapes in your Structure.
Shape mode
Shape mode changes the default rectangular cards to the Shape assigned to each entity. To enable it, open the filter menu in the bottom-right corner and select Shape mode under “Card type”.
Display Shapes in cards
Display the Shape inside entity cards without changing the card shape. You can enable this for a single card or for all cards at once.
- All cards: Open the filter menu in the bottom-right corner and select Shapes under “Show on card”.
- Single card: Open the three-dot menu on the card and select Shapes under “Show on card”.
