visio formatting tips - guide

7/21/2019 Visio Formatting Tips - Guide

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Table of Contents

VISIO FORMATTING TIPS



1. How to Start Microsoft Visio 3

2. Visio Example 4

3. Visio Shapes Basic Stencil 54. Visio Favorites Stencil

5. !reatin" Bac#"ro$n%s &

. Settin" Bac#"ro$n% to 're(Existin" 'a"es )

&. Settin" Bac#"ro$n%s *hen +nsertin" ,ew 'a"es 1-

. /li"n Shapes 11

). 0istri$te Shapes13

1-. Formattin" Shapes 15

1. How to Start Microsoft Visio

So$rce www.#nowle%"elea%er.com | 2



o start Microsoft Visio one nee%s to follow the followin" steps

• !lic# on the Start6 $tton on the tas#ar.

• !lic# /ll 'ro"rams.6

• Select Microsoft 7ffice6 from the list.

• Finall8 clic# on the Microsoft 7ffice Visio 2--&6 option to open

he process is shown elow

2. Visio !a"#le




Fi". 2.1

$. Visio S%a#es &asic Stencil

o navi"ate to the Basic Flow !hart Shapes open




Fileà Shapesà Flowchartà Basic Flowchart Shapes

Fi" 3.1

Fi". 3.2'. Visio Fa(orites Stencil

• Visio allows $sers to create a personali9e% stencil save% $n%er the name

Favorites.6




• his stencil is create% 8 %ra""in" an% %roppin" s8mols into the Favorites6 stencil

from another stencil or an open process map.

o navi"ate to the Favorites6 stencil open

Fileà Shapesà M8 Shapesà Favorites

Fi" 4.1

Fi" 4.2). Creatin* &ac+*ro,n-s




!ontent entere% within a Bac#"ro$n% pa"e in Visio is a$tomaticall8 eme%%e% withinthe 'rocess Map pa"es that have the Bac#"ro$n% pa"e set as its own ac#"ro$n%.

Steps:

1/ +n the Main Men$ clic# +nsert6à6,ew 'a"e6 7: ri"ht clic# on the pa"e tas

at the ottom of the screen an% choose +nsert 'a"e.6

2/ he 'a"e Set$p men$ will open. *ithin the 'a"e 'roperties6 ta selectBac#"ro$n%6 $n%er the 8pe6 options.

$/ !lic# 7;.6 he Bac#"ro$n% pa"e will e create% an% place% at the en% of thepa"e tas at the ottom of the screen.


Or



'/ *ithin this ac#"ro$n% ta create an8 formattin" preferences. !han"esma%e in this ta will a$tomaticall8 e chan"e% within an8 process mappa"es that are set to $se that partic$lar ac#"ro$n%.

0. Settin* &ac+*ro,n- to Pre!istin* Pa*es

+n or%er to set a ac#"ro$n% to a Visio pa"e a Bac#"ro$n% pa"e sho$l% e complete%first <see !reatin" Bac#"ro$n%s6 on pa"e 1=.




Ste#s

(1) !lic# on the pa"e ta 8o$ want to set the ac#"ro$n% to.

(2) +n the main men$ select File6à6'a"e Set$p6 to open the 'a"e Set$p

Men$.

(3) Select the 'a"e 'roperties6 ta.

(4) >n%er the Bac#"ro$n%6 %rop %own list select the Bac#"ro$n% ta 8o$previo$sl8 create%.

(5) !lic# 7;.6 he ac#"ro$n% will now e set within the selecte% pa"e.

3. Settin* &ac+*ro,n-s 4%en Insertin* New Pa*es

+n or%er to set a ac#"ro$n% to a Visio pa"e a Bac#"ro$n% pa"e sho$l% e complete%first <see !reatin" Bac#"ro$n%s6 on pa"e 1=.




Ste#s

(1) :i"ht clic# on an8 pa"e ta an% select +nsert 'a"e.6

(2) he 'a"e Set$p men$ will open.

(3) *ithin the 'a"e 'roperties6 ta select the ac#"ro$n% ta 8o$ previo$sl8create% $n%er the Bac#"ro$n%6 %rop %own list.

(4) !lic# 7;.6 he new pa"e will e create% $sin" the specifie% ac#"ro$n%.5. Ali*n S%a#es

he /li"n Shapes6 men$ is $se% to ali"n shapes hori9ontall8 or verticall8.

he first shape selecte% is $se% as the primar8 shape that all other shapes will eali"ne% to. he primar8 shape will e o$tline% in a thic#er pin# line than the secon%ar8shapes.




Ste#s

(1) Select 8o$r primar8 shape 8 clic#in" it. Hol% %own the Shift6 #e8 an%contin$e to clic# all the secon%ar8 shapes that 8o$ wish to ali"n. /ll selecte%shapes will e hi"hli"hte% in pin# with the primar8 shape in a thic#er pin#o$tline.

(2) +n the main men$ clic# Shape6à6/li"n Shapes.6

(3) he /li"n Shapes6 men$ will open. ?o$ can choose a Vertical /li"nmentan%@or a Hori9ontal /li"nment. o remove a selecte% ali"nment metho% clic#the !ancel6 $tton.


Primary Shape

Secondary Shapes



(4) 7nce an ali"nment metho% is selecte% clic# 7;.6 he shapes will ali"naccor%in"l8 <example shown is a centere% vertical ali"nment=.

6. 7istrib,te S%a#es

he 0istri$te Shapes6 men$ is $se% to ali"n shapes hori9ontall8 or verticall8.

he first shape selecte% is $se% as the primar8 shape that all other shapes will eali"ne% to. he primar8 shape will e o$tline% in a thic#er pin# line than the secon%ar8shapes.

Ste#s


Cancel Button



(1) Select 8o$r primar8 shape 8 clic#in" it. Hol% %own the Shift6 #e8 an%contin$e to clic# all the secon%ar8 shapes that 8o$ wish to ali"n. /ll selecte%

shapes will e hi"hli"hte% in pin# with the primar8 shape in a thic#er pin#o$tline.

(2) +n the main men$ clic# Shape6à60istri$te Shapes.6

(3) he 0istri$te Shapes6 men$ will open. ?o$ can choose a Vertical0istri$tion metho% an%@or a Hori9ontal 0istri$tion metho%.




(4) 7nce an ali"nment metho% is selecte% clic# 7;.6 he shapes will %istri$teaccor%in"l8 <example shown is %istri$te hori9ontal spacin"=.

18. For"attin* S%a#es

Shapes can e formatte% to fit specific nee%s or preferences. !han"es can e ma%e tothe text or%er color etc.

Ste#s

(1) :i"ht clic# on the s8mol to e formatte%. o format m$ltiple s8mols atonce hol% %own the Shift6 #e8 while selectin" each shape 8o$ wish toformat. hen ri"ht clic# on an8 shape previo$sl8 selecte%.




(2) Select Format.6 he Formattin" Men$ will appear.

(3) he most commonl8 $se% formattin" options are

ext6 >se% to format text within a s8mol. <i.e. font settin"s spacin" ali"nment mar"ins ta stops an% $llet lists=




Aine6 >se% to format the or%er of a s8mol. <i.e. line t8pe wi%th color line en%s an% or%er corner t8pe=

Fill6 >se% to chan"e the appearance of the s8mol. <i.e. fill color sha%owin" an% transparenc8=




(4) /fter ma#in" formattin" selections clic# 7;.6 !han"es will e ma%e to thes8mol selecte%.


visio formatting tips - guide

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