Visio Formatting Tips

VISIO FORMATTING TIPS
Table of Contents
1.
How to Start Microsoft Visio 3
2.
Visio Example
3.
Visio Shapes Basic Stencil
4.
Visio Favorites Stencil 6
5.
Creating Backgrounds 7
6.
Setting Background to Pre-Existing Pages
7.
Setting Backgrounds When Inserting New Pages
8.
Align Shapes
9.
Distribute Shapes13
4
5
11
10. Formatting Shapes
15
1. How to Start Microsoft Visio

Source: www.knowledgeleader.com
|2
9
10
To start Microsoft Visio, one needs to follow the following steps:
Click on the Start button on the taskbar.
Click All Programs.
Select Microsoft Office from the list.
Finally click on the Microsoft Office Visio 2007 option to open
The process is shown below:
2. Visio Example
|3
Fig. 2.1
3. Visio Shapes Basic Stencil

To navigate to the Basic Flow Chart Shapes, open:
|4
File Shapes Flowchart Basic Flowchart Shapes
Fig 3.1
Fig. 3.2
4. Visio Favorites Stencil
Visio allows users to create a personalized stencil saved under the name
Favorites.
|5
This stencil is created by dragging and dropping symbols into the Favorites stencil
from another stencil or an open process map.
To navigate to the Favorites stencil, open:

File Shapes My Shapes Favorites
Fig 4.1
Fig 4.2
5. Creating Backgrounds
|6
Content entered within a Background page in Visio is automatically embedded within

the Process Map pages that have the Background page set as its own background.
Steps:
(1) In the Main Menu, click InsertNew Page OR right click on the page tabs
at the bottom of the screen and choose Insert Page.
Or
(2) The Page Setup menu will open. Within the Page Properties tab, select
Background under the Type options.
(3) Click OK. The Background page will be created and placed at the end of the
page tabs at the bottom of the screen.
|7
(4) Within this background tab, create any formatting preferences. Changes
made in this tab will automatically be changed within any process map
pages that are set to use that particular background.
6. Setting Background to Pre-Existing Pages

In order to set a background to a Visio page, a Background page should be completed
first (see Creating Backgrounds on page 1).
|8
Steps:
(1)
(2)
(3)
Click on the page tab you want to set the background to.
In the main menu, select FilePage Setup to open the Page Setup
Menu.
Select the Page Properties tab.
(4)
Under the Background drop down list, select the Background tab you
previously created.
(5)
Click OK. The background will now be set within the selected page.
7. Setting Backgrounds When Inserting New Pages

In order to set a background to a Visio page, a Background page should be completed
first (see Creating Backgrounds on page 1).
|9
Steps:
(1) Right click on any page tab and select Insert Page.
(2) The Page Setup menu will open.

(3) Within the Page Properties tab, select the background tab you previously
created under the Background drop down list.
(4) Click OK. The new page will be created using the specified background.
8. Align Shapes
The Align Shapes menu is used to align shapes horizontally or vertically.
The first shape selected is used as the primary shape that all other shapes will be
aligned to. The primary shape will be outlined in a thicker pink line than the secondary
shapes.
| 10
Steps:
(1) Select your primary shape by clicking it. Hold down the Shift key and
continue to click all the secondary shapes that you wish to align. All selected
shapes will be highlighted in pink with the primary shape in a thicker pink
outline.
Primary Shape
Secondary Shapes
(2) In the main menu, click ShapeAlign Shapes.
(3) The Align Shapes menu will open. You can choose a Vertical Alignment
and/or a Horizontal Alignment. To remove a selected alignment method, click
the Cancel button.
| 11
Cancel Button
(4) Once an alignment method is selected, click OK. The shapes will align
accordingly (example shown is a centered vertical alignment).
9. Distribute Shapes
The Distribute Shapes menu is used to align shapes horizontally or vertically.
The first shape selected is used as the primary shape that all other shapes will be
aligned to. The primary shape will be outlined in a thicker pink line than the secondary
shapes.
Steps:
| 12
(1) Select your primary shape by clicking it. Hold down the Shift key and
continue to click all the secondary shapes that you wish to align. All selected
shapes will be highlighted in pink with the primary shape in a thicker pink
outline.
(2) In the main menu, click ShapeDistribute Shapes.
(3) The Distribute Shapes menu will open. You can choose a Vertical
Distribution method and/or a Horizontal Distribution method.
| 13
(4) Once an alignment method is selected, click OK. The shapes will distribute
accordingly (example shown is distribute horizontal spacing).
10.
Formatting Shapes
Shapes can be formatted to fit specific needs or preferences. Changes can be made to
the text, border, color, etc.
Steps:
(1) Right click on the symbol to be formatted. To format multiple symbols at
once hold down the Shift key while selecting each shape you wish to
format. Then right click on any shape previously selected.
| 14
(2) Select Format. The Formatting Menu will appear.
(3) The most commonly used formatting options are:

Text: Used to format text within a symbol.
(i.e. font settings, spacing, alignment, margins, tab stops and bullet lists)
| 15
Line: Used to format the border of a symbol.

(i.e. line type, width, color, line ends and border corner type)
Fill: Used to change the appearance of the symbol.

(i.e. fill color, shadowing and transparency)
| 16
(4) After making formatting selections, click OK. Changes will be made to the
symbol selected.
| 17

Visio Formatting Tips - Guide

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Visio Formatting Tips - Guide

Uploaded by

Copyright:

Available Formats

How to Start Microsoft Visio 3

Visio Shapes Basic Stencil

Visio Favorites Stencil 6

Setting Background to Pre-Existing Pages

Setting Backgrounds When Inserting New Pages

10. Formatting Shapes

1. How to Start Microsoft Visio

To start Microsoft Visio, one needs to follow the following steps:

Click on the Start button on the taskbar.

Click All Programs.

Select Microsoft Office from the list.

Finally click on the Microsoft Office Visio 2007 option to open

The process is shown below:

3. Visio Shapes Basic Stencil

File Shapes Flowchart Basic Flowchart Shapes

To navigate to the Favorites stencil, open:

Content entered within a Background page in Visio is automatically embedded within

6. Setting Background to Pre-Existing Pages

7. Setting Backgrounds When Inserting New Pages

(2) The Page Setup menu will open.

(2) In the main menu, click ShapeAlign Shapes.

(2) In the main menu, click ShapeDistribute Shapes.

(2) Select Format. The Formatting Menu will appear.

(3) The most commonly used formatting options are:

Line: Used to format the border of a symbol.

Fill: Used to change the appearance of the symbol.

You might also like