selects a Visio template from a category in the Backstage Getting Started view of the Visio user interface. If the user has both Metric and US Unit templates installed, then a choice of units will be offered.
If you were to read the diagram template name, then you might think that there is a Visio template called Audit Diagram (Metric).vstx
, in a folder named as Business
, somewhere on your hard drive. However, that is not correct. In fact, there is a file called AUDIT_M.VSTX
in <Program Files>\Microsoft Office\Office15\Visio Content\1033
, although I have heard that some users may have a folder named Microsoft Office 2013
. The <Program Files>
folder is usually located at the location C:\Program Files (x86)
, but this depends on whether you have installed the 32-bit or 64-bit Visio, and 1033
is the major...
We will create a new template, and then go through several ways that we can make it available to others for use as a template. Firstly, create a new drawing from the Audit Diagram template, then go to Process | Check Diagram | Import Rules From | Flowchart Rule Set.
There are only two built-in ruleset in Visio, so we will use an import of the Flowchart Rule Set for this example. In fact, the procedure shown in this chapter is exactly the process that can be gone through in order to create Visio templates for companies who want customized versions of the ones supplied in Visio.
Most companies want to standardize the appearance of their Visio diagrams with, for example, company logos, borders, and titles. In this example, we are going to add a standard border and slightly modify it.
Select one of the Borders and Titles from the Backgrounds group on the DESIGN tab.
This action will automatically create a new background page, called VBackground-1. This will become the default background page for all new pages created in documents that are created from this template. In fact, you can add other backgrounds in a document, and you can have pages of different sizes. Visio is very flexible but you should consider whether you will be generally printing all pages in the document to the same printer, using the same printed paper size.
You can now select the VBackground-1 tab, and you will then be able to edit the shapes on the background page.