Toolbar

- Save – saves the current pedigree and any changes that were made.
- Show Datasheet/Hide Datasheet – displays or hides the datasheet in split view for an individual when that individual is selected.
- Show Spreadsheet/Hide Spreadsheet – displays or hides a selected/default spreadsheet for the current pedigree.
- Show Invites/Hide Invites – displays or hides the invite pane for the individuals on the pedigree.
- Open Datasheet – opens the datasheet in full view for the selected individual.
- Build Spreadsheet – builds/loads a spreadsheet for the current pedigree.
- Undo/Redo – allows undo or redo of pedigree structure (deletions, new individuals, individual attributes, SmartDraw, moving individuals)
- SmartDraw – applies the SmartDraw feature to redraw the pedigree depending on the customized SmartDraw settings.
- Show/Hide Risk – opens the Risk Assessment tool.
- Order Test – opens the Ambry Order pop-up window to order genetic tests for the selected individual.
- Test Results – open the Genetic Test Result (GTR) module
- Generate Letter – opens the Letter Generator module to create a letter for the selected individual based on the letter template selected.
- Symbols/Subtext (only available to super user, administrator, or End-User Administrator users) – opens symbol/subtext format builder
- Zoom In/Out – allows user to zoom pedigree in or out to change the scale size without having to go into ‘Settings/Pedigree Dimensions’
- Actions – different actions to perform.
- Add Text – adds a text box to the pedigree.
View Video: Add TextBox to Pedigree - Add Individual – adds a male or female to the pedigree canvas.
- Show Family Palette – displays the family palette to add individuals to the selected individual.
View Video: Build a Pedigree with Family Palette - Query Individuals – displays the individuals on the pedigree based on the specified query.
View Video: Select Individuals Meeting Query Criteria - Select – selects the specified family relationship on the pedigree.
View Video: Select and Move Individuals in a Pedigree - Print – prints the pedigree based on the selected orientation, page size, and print settings.
View Video: Print a Pedigree - Fit to Page – fits the pedigree on the pedigree canvas based on the selected orientation, page size, and margins.
View Video: Fit Pedigree to a Page - Fit to Screen – fits the pedigree on the pedigree canvas to the full screen (Esc. to exit)
- Copy/Save as image – opens the image in a pop-up window to allow right-clicking for copying/saving the pedigree as an image.
View Video: Save Pedigree as Image - Transmit Pedigree – exports a pedigree image for import into an EMR application (requires EMR integration configuration).
- Create Sub-pedigree – creates a sub pedigree of the selected individual(s) in the specified folder.
- Add Text – adds a text box to the pedigree.
- Settings – different options for customizing the pedigree display, pedigree dimensions, SmartDraw options, and formats.
- Pedigree Display – customizes the display on the pedigree canvas. View Video: Pedigree Display Settings
- Show Grid – displays a grid on the pedigree canvas.
- Snap To Grid – snaps the individuals on the pedigree to the edges of the grid lines.
- Show Page Breaks – displays the print boundaries as dashed blue lines.
- Show Header – displays the header on the pedigree canvas.
- Show Footer – displays the footer of the pedigree canvas.
- Show Symbols Legend – displays the symbols legend for the specified symbol format.
- Show Subtext Legend – displays the subtext legend for the specified subtext format.
- One Click Add – activates the one-click add features for adding relatives to the selected individual (shows yellow triangles around an individual when selected).
- Auto Draw – automatically runs SmartDraw on the pedigree when new individuals are added to the pedigree.
- Show Haplotypes – displays a colored-coded legend for markers that are displayed on a pedigree.
- Show Invite Status – displays the invite status for individuals on the pedigree.
- Show Linkage Settings –displays the linkage sample status on the pedigree (Sample/Plate/Genotype) and indicates whether an individual has been “Included in Analysis”.
- Use Hooks – enables the hooks feature to improve the visual appearance of intersecting relationship lines.
- Show Blue ID # – displays the numerical order, from left to right, for each individual in their generation.
- Show Date – displays the date in the upper left corner of the pedigree canvas.
- Proband Arrow Position – changes the position of the proband arrow on the pedigree canvas.
- Icon Subtext Font – changes the font and font size for the pedigree subtext.
- Header – changes the header text.
- Footer – changes the footer text.
- Pedigree Dimensions – changes the dimensions of the pedigree. View Video: Pedigree Dimensions
- Line Width – changes the width of the relationship lines.
- Scale – changes the magnification level of the pedigree.
- Icon Size – changes the size of the individual icons.
- Sibling Line Height – changes the height of the sibling relationship lin.
- Y-Subtext Spacing – changes the vertical spacing for the subtext.
- Individual Space – changes the spacing between individuals
- Grid Space – changes the width and height of the grid
- Smartdraw Options – customizes the options for the SmartDraw feature. View Video: Smartdraw Option Settings
- Keep Spouses Together – lines up spouses evenly next to each other.
- Line Up Generations – lines up individuals on the same generation horizontally.
- Conserve Left Space – moves the pedigree as far left on the pedigree canvas.
- Force Father Left – keeps the father of a relationship to the left of the mother.
- Redraw Pedigree – redraws the pedigree to best fit on the pedigree canvas.
- Formats – select the different formats for the symbols, pedigree fields, markers, and subtext. View Video: Pedigree Format Settings
- Pedigree Display – customizes the display on the pedigree canvas. View Video: Pedigree Display Settings
Individual Menu
Displayed by right-clicking on an Individual.

- Add Relation – adds a relationship with the selected individual.
- Change Gender – changes the gender of the selected individual.
View Video: Change Gender - Change Status – changes the vital status.
View Video: Change Vital Status - Adopted Status – changes the adopted status.
View Video: Mark Individual as Adopted - Change Marked By – adds a (*) (+) (-) symbol to the selected individual.
View Video: Mark Icon as asterisk plus minus - Change Attributes – additional options to change proband, no issues, infertile, SAB (spontaneous abortion), and enter a customized Icon Text.
View Video: Change Proband
View Video: Set Icon as Infertile or No Issue
View Video: Changing Attributes – Designate SAB
View Video: Add Text Inside Icon - Select – selects the specified family relationship(s).
- Delete – permanently deletes the individual from the database.
View Video: Delete or Remove an Individual - Remove Individual(s) From Pedigree – removes the individual from the pedigree and prompts for which location to save the individual.
View Video: Delete or Remove an Individual
Relationship Line Menu
- Select the relationship line between two individuals (spouses) and you will see two yellow boxes on opposite ends of the line connecting the two individuals.
- Right-click the selected line and choose the relationship type.
- Normal
- Separated
- Divorced
- Casual
- Consanguineous
- No Issues
- Infertile
- If the relationship is a twin relationship, the right click menu will allow you to select to delete the line, or “Dizygotic”, “Monozygotic” or “Unknown” as in the screenshot below
Right-Click Menu
Right-click with your mouse anywhere on the empty space of the pedigree canvas to open the right-click menu.
- Add Individual – adds a male or female to the pedigree.
- Select All – selects all individuals on the pedigree.
- Reverse Select – selects everyone that is not selected and de-selects those that were selected.
- Fit to Page – fits the pedigree on the specified page orientation as well as paper size along with additional options for adjusting the margins.
View Video: Fit Pedigree to a Page - Copy Pedigree – allows copying of the pedigree to paste elsewhere.
- Save As Image – allows saving the pedigree as an image file.
One-Click Add

- Top arrow – left click to add a father and right click to add a mother.
- Top right arrow – left click to add a brother, right click to add a sister, and hold ctrl and click to add a twin.
- Bottom right arrow – left or right click to add a spouse.
- Bottom arrow – left click to add a son and right click to add a daughter.
Pedigree Fields
Pedigree Fields are displayed on the pedigree, these fields are pedigree level and usually displays data about the pedigree. Pedigree Fields can be very dynamic and customizable.

Symbol Legend
This legend auto-populates as you add cancers and/or other diseases that are predefined with custom pedigree symbols. Pedigree symbols can be customized and used with various data fields to display symbols on the pedigree. To add a cancer to an individual, see Individual Datasheet for more details.

Subtext
This text is found under each Individual and can be edited via the Individual Datasheet. Subtext can be customized to display data on the pedigree from fields within your Individual Datasheet.

Proband
The person serving as the starting point for the genetic study of a family is the Proband and is marked with a black arrow on the pedigree.
