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SMARTDRAW USER GUIDE

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1. J Curved Line Shape Connector Curved Connector A Freehand Line Polygon Line The Line Menu The Arrowheads Menu The Theme Group H 4 Alll The Theme group is a very unique group with a single function applying a theme to the entire Work Area A theme instantly provides your visual with a professional color coordinated appearance Just click one of the sets of color samples You can use the arrows on the right side of the group to navigate among the 16 themes scrolls the gallery up by one row scrolls the gallery down by one row opens the entire Theme gallery so that you can view all themes at once The Shape Style Group Oa2zxk Quick Fill Lime Effects Styles al Shape Style The Shape Style group contains controls for adding color and style to items in the Work Area J Quick Styles are a fill color and style line color and style font and more which can be applied with a single click to the selected items in the Work Area Clicking this button opens a menu of all of the Quick Styles available The colors offered in Quick Styles are directly determined by the selected Chapter 2 The Ribbon 31 theme When you change themes any item with a Quick Style will keep the style but will change colors to match the theme r 2 x Verdana 10 gt l Quick Fill Line Styles e meee mn The Quick Styles Menu
2. SMARTDRAW USER GUIDE Copyright 2015 By SmartDraw LLC Contents WECOME CO SIMON AW a E E E E EE N E A E ENE A 6 The Resources Section of SmartDraw com ssssssssseessssssseerreessssseerresessssrtrreeesssserereeessssserereessssseeereee 7 TeC UD OT oea A 7 S AE D e a 7 Chapter 1 Building Visuals Using SmartDraW eessssessessssressrrrrssrrrrssrrrsssrerssrrerssreresrrrsssreresererssrereserersseerese 8 Openne ay 1S Tab TEMP E errea E EE a 8 Starta Basie Visual TEMDO aee E EE 8 Open More Specific Templates and Examples ccccccsseccccesseccceesececcenecceceesececauseceeeeneceeseusecessuaeess 10 Opena Recentiy Used VIS Ne eases cetera Sete E sa entuweaecooalenaucsecusmedeehonestiees 12 Open a Recently Visited Template sss ete setcctos nace ienceneoateanecetneeeoastcoeocaeineessaseteoseseeeevetasscnennseteecesesmtoaies 13 Using the Application Screen to Build a Visual ccecccccsssecccessecceeeeccceeeseceesesececseneceeeeuecessenecessunesss 13 The Work Afedersin E E EA EE E EEA 14 TERO DO ee E E E E ners uivesnetnevcrcsauiess 14 SEIA UVC cer NEPE EEEE E NE EEA ENET NE E E E EE 17 SAE A os see ene sad eee eespa cate seeesna centers 19 Adding Color and Style to a ViSUal ccccccccccsssececssececcesscceceesececsenececeeuecceseesecessuneceesenceeseuecetsenecesseges 21 TR icctivesacecountncnavseiuesestuneeonssuesucet E E E E A aun T 21 UCR SVO a E A oneness one ceo neem eee 22 AUO SS c E E 23 Changing
3. Example server share Reconnect at logon Connect using a different user name Sign up for online storage or connect to a network server After you ve set up your mapped drive you can then choose your newly mapped drive as the installation directory Your installation directory should read Drive SmartDraw SmartDraw After you have your installation directory squared away simply enter your serial number when prompted and let the installation finish You should also have a live Internet connection to your client machine When the installation is complete SmartDraw will create its license file sdx d x in the installation directory and then validate it by connecting to smartdraw com Chapter 5 Exporting Printing and Sharing a Visual 137 Administering a Multi Seat License To access the Administration Dialog start up SmartDraw create a document access the Help Ribbon and select the License icon x J Home Design Insert Page Table Chart Picture PowerPo 9 amp Tech Updates About Support SmartDraw SmartPanel Library a adeir License Build Click to open the SmartDraw Licenses dialog box where you can view the serial Flowchart number license Version number of seats and number of users on the license At the SmartDraw Licenses Dialog hold down the CTRL and SHIFT key and click on the View Users button This will open the Netw
4. If a visual is simply inserted into a PowerPoint presentation it is counted as one image and so the animation tools in PowerPoint cannot be used That s why SmartDraw has the PowerPoint tab complete with tools for animating and exporting your visual phe z 2 o H Previous Dar nimation cs a J ME Chart Preset Categones Y _ P Cancel Export Animation The Groups of the PowerPoint Tab Use the Step menu button in the Animation group to assign a step number to each item in your visual The step number represents the number of mouse clicks before that item appears When you are assigning these steps try to think of how you will present the visual Where will you start What things should appear in the same step Remember the goal is to help your audience follow along and understand what you are saying If you are going to export a chart you don t have to assign steps Instead the Chart Preset menu button offers several preset choices for how your chart will be animated such as one category appearing at each click While you are animating you can click Preview and use the Next Previous and Cancel buttons to see how the visual will look You cannot edit your visual while in preview mode so make sure you click Cancel before trying t
5. Clicking the Collapse Icon When you want to see the collapsed branch again just click the icon where the button had been Clicking the Expand Icon When you print or export your visual these icons will not be visible However if you print or export your visual while a branch is collapsed that branch will remain hidden in the printout or exported file Chapter 3 Automatic Shape Connectors oe Chapter 3 Automatic Shape Connectors a Chapter 4 Working with Items in the Work Area No matter what visual you are working on you will be manipulating a variety of items in the Work Area to create it This chapter is devoted to discuss in detail what you need to know in order to do this Working with Symbols The majority of visuals involve a specific set of symbols placed in a specific layout These symbols may be geometric shapes tables clipart or anything else the visual requires Many symbols have special settings that help you to work with them as well Adding Symbols In many SmartPanels a symbol gallery is included with a library of visual specific symbols opened Add Shapes PE RT Chart amp Activity Netwo rk Hi Task 1 Task 2 Task 3 ET LT j j aay 5 OWS kaly y heal Task 4 Task 5 Task 6 w Click on a sha pe above then click in the work area The Symbol Gallery in the Activity Networks SmartPanel Other visuals have special buttons like
6. GV pel 3 Inthe Group Policy tab select a Group Policy Object or create a new one and click Edit The Group Policy MMC will start 4 Inthe Group Policy MMC expand the Computer Configuration gt Software Settings or User Configuration gt Software Settings Right click Software installation and select New gt Package Copyright 2015 By SmartDraw LLC Installation Guide SmartDraw Guide For IT Professionals gf Group Policy Acton Yew e gt Omege Tree Remotelnstallation black66 support com Pobcy Computer Configuration 3G Software Settings jad Software installation Windows Settings Administrative Templates Psi User Configuration 5 Software Settings 3 Windows Settings Administrative Terr View gt Refresh Export List Properties Help Adds a package 5 Inthe Open dialog browse to the installer setup msi you modified and click open Note The MSI installer requires the client computers to have the MSI 2 0 engine installed 6 Inthe Deploy Software dialog select Assigned and click OK You ve now setup SmartDraw to deploy to the computers or users found within the group policy and it will be installed the next time the policy is updated on their compute Chapter 5 Exporting Printing and Sharing a Visual 145
7. The Print Menu In addition to Print and Print Preview there are also the Perspective Export and Page Setup controls For details on how to use the Page Setup dialog box see Setting up the Page K On the print menu if accessed by using the SmartDraw button you will see an option called Perspective Export The Print Menu Highlighted Perspective Export Perspective Export let s you add a 3D effect to your graphic to help you catch the eyes of the people you are presenting to Perspective Export works best when making charts flowcharts or diagrams etc it is not a good effect when creating flyers Example of a Presentation Using Perspective Export Chapter 5 Exporting Printing and Sharing a Visual eee ay When using Perspective Export there is one thing that you need to remember After you apply the Perspective Export you have to print your graphic as is you can no longer go back and edit your graphic UNLESS you close out of the Perspective Export by putting your cursor in the top right hand corner of your screen and clicking the E Close button Chapter 5 Exporting Printing and Sharing a Visual 1290 Using SharePoint along with SmartDraw Importing Visio Files In order for you to import any files or documents from Visio to SmartDraw you need to make sure that your computer has Visio and Net installed for the importing to work At any point while working with SmartDraw though you can import d
8. With the release of Windows Vista a new feature called User Access Control was introduced The main goal of User Account Control is to reduce the exposure and attack surface of the operating system by requiring that all users run in standard user mode and software is installed on a per user basis by default For programs such as SmartDraw which takes an average of 2 gigabytes of disk space per user installation by machine is not recommended Chapter 5 Exporting Printing and Sharing a Visual 1320 As a defense in depth measure User Account Control also provides additional protection for administrators through its Administrator Approval Mode With Administrator Approval Mode Windows Vista will run most applications with standard user permissions even if the user is an administrator If a user wishes to run a program that requires administrator permissions they must give consent through a User Account Control prompt This helps limit malware s ability to make system wide changes without the administrator s knowledge However Administrator Approval Mode does not provide the same level of security or control as a true standard user account The UAC control creates some difficulties when installing SmartDraw as the Windows Installer 4 0 engine running in the Local System account on Windows Vista has lesser permissions than it had on previous Windows versions and inheritance of permissions does not work properly with MSI installations
9. Add Left Add Topic or Insert Descendant These buttons add the appropriate symbol automatically attached by a line to another symbol already in the Work Area For more on these see Chapter 3 Automatic Shape Connectors To add a symbol simply click on the symbol in the gallery then click again on the Work Area where you d like to add it The symbol you chose is instantly stamped where you click Chapter 4 Working with Items in the Work Area ES Add Shapes Furniture amp Accessones 60 Wides 60 Wides Click on a shape above then click in the work area Clicking on the Work Area to Add a Symbol from the Library If you hold down the Shift key while clicking on the symbol in the gallery you can click on the Work Area multiple times to add the same shape several times When you re done adding the symbol press the Esc key Finding More Symbols You re not just restricted to one library of symbols SmartDraw has hundreds of libraries of symbols which you can always access Above the symbol gallery when it s present in SmartPanel you ll find the Library Selector menu button Click this button for more options Add Shapes Shelf Units and Storage Clothing Products w Shelf Units and Storage More a Close Library Shelf Bar Shelf Bar Shelf Bar Click ona shape above then click in the work area The Library Selector Menu Chapter 4 Working with Items in t
10. Installing a individual client PC To work around this you must install with setup exe instead of setup msi Windows Vista will immediately detect that setup exe is an install program that will require elevated rights and therefore display the UAC prompt in which you can give it permission to continue running As a result the entire install executes with elevated privileges In contrast when running the setup msi directly the UAC prompts occur later and do not elevate rights in the correct sequence of events as a result and most installations run with restricted permissions Deploying via Group Policy amp SMS Deploying via Group Policy SMS or other deployment systems should largely remain unaffected as the Systems Administrator should not be affected by UAC when deploying to a Vista client Please contact support smartdraw com with your network environment details if you encounter problems As documentation on how to work with these new restrictions is released SmartDraw will continue to monitor and improve this aspect of installation Installing SmartDraw on a Network Server SmartDraw may be installed remotely on a server and shared by multiple users with a multi seat license The program is loaded from the server but actually runs on a user s client machine No registry entries or other changes are made to the server This method of installation requires the least amount of maintenance from an Administrative standpoint as
11. Script Western This i an OpenType font This same font will be used on both your printer and your screen The Font Dialog Box The Paragraph Group Bullets B Alignment Spacing Direction Paragraph The Paragraph group has controls that will help you to format the layout of the selected text The Bullets button opens the Bullets menu where you can choose a style of list bullets or remove existing bullets i Bullets B Alignment Chapter 2 The Ribbon The Bullets Menu tZ The Spacing menu allows you to specify whether the spacing between lines of the selected text is single 1 5 or double B Click the Alignment button to view choices of how text is aligned If the text is inside a shape the alignment will affect the direction in which the shape grows as you add more text than can fit inside the shape Ifthe text is along a line the alignment changes where the text rests on the line Alignment Bullets B Al a E Spacing oe Sl is a a Er The Alignment Menu The Direction button opens a menu which allows you to specify whether text on a line travels along the direction of the line or stays horizontal The Design Tab The Design tab contains controls for helping you manipulate items in the Work Area h Bring to Front aja Make Same Jae Width 1 53 a A F m aft i aa Send to Back Hk Space Evenly a Height
12. Use the options under the Fill button to simply apply a fill color gradient texture or hatch to the selected shapes or symbols Note If you change the theme any applied fills will be overridden 1 The Line button has controls for setting the thickness dashes arrowheads and color of the selected lines It can also make these changes to the border of any selected shape or symbol Note Changing the theme will automatically override any applied line color and style Chapter 2 The Ribbon a Xx You can apply effects such as shadow glow gloss or reflection to the selected items using the Effects button Click on this button to open the Effects menu and then position your cursor over the type of effect you want to apply and choose the effect from the submenu Bullets Verdana 10 al Spacim BJU Aw w Spacing J Bevel F Gloss Perspective More Reflections The Effects Menu The Font Group Verdana 10 BJU x x Ar Font E The Font group has controls for editing text You can select text by clicking and dragging the mouse to highlight the text you may have to double click the item the text is attached to in order to access the text first Verdana Click this menu button to view a choice of fonts which you can apply to the selected text Click on a font to instantly apply it 10 7 Click this menu button to view a choice of font sizes for the select
13. Although you always have access to the Chart tab it s best if you create a chart using the Charts amp Graphs visual template in the New gt Basics folder or one of the templates in the Charts amp Graphs folder under New gt Templates Et Search New c Basics Templates Recent Documents fm Templates Opening the Basic Charts amp Graphs Template ii ar Ai Home Et Search New c Basics fm Templates Recent im Documents Sy peas ese Charts amp Graphs Opening the Folder of More Specific Charts amp Graphs Templates This is because SmartPanel for these templates has some special tools designed to make creating a professional looking chart faster and easier Chapter 4 Working with Items in the Work Area 1000 SmartPanel Library x Create Chart ue Create New Chart a Change Chart Type Import Data Ein Paste Data from Clipboard as Import from Excel File Bar Style SRT Fill with GA Libraries Colors Images fn ao Import Image g a Imp g e 71 Style Styled Styles Style1o Style11 Stylel2 w Add to Chart aj ail Add Add Remowe Series Category SmartHelp Open Help i i The Charts SmartPanel When yov re done creating your chart you can always copy it and paste it into another visual such as a flyer product sheet or newsletter To do this make sure nothing in the Work Area is selected then press the Ctrl and C keys at
14. a7 FA Align Rotate Group F al dl Flip Position amp Size ra Shape Layout Ef Connection Points op parse a a A Text Entry Change Change Line w i Dimensions Objects Shape p OLE Shape Properties The Design Tab The Position amp Size Group Fa Width 1 53 5 g Height 0 77 P Position amp Size M Chapter 2 The Ribbon With the Position amp Size group you can precisely control the dimensions of the selected items The numbers are in the units specified by the scale see Working with Dimensions You can click on the dimensions to type in new numbers or use the increase decrease buttons to their right E Click the Dialog Launcher to open the Position and Size dialog box where you can determine the location and dimensions of the selected shapes Position and Size Position Size Aight 444 Width 1 53 Top 4 12 Bottom 4 88 Height 0 76 _Cancel Help Changing the Right and Bottom Positions changes The Object s Size C The Object s Position Unita All values are in Inches Hint Tou have more than one object selected This dialog apples changes only to the one target object This is the object with the solid selection handles The Position and Size Dialog Box The Shape Layout Group aA H hy Bring to Front ala Make Same w E a Send to Back Hpo T ce Event Align Rotate Group a i iii ai ilb Flip Shape Layout The Sha
15. replacing You can also reach this dialog box by clicking the Find button and then clicking Replace gt gt in that dialog box Find and Replace Findwhatt his 0 Replace With thal Replace Match whole word only Match case Replace All Close The Find and Replace Dialog Box Chapter 2 The Ribbon 490 The Table Tab The Table tab consists of buttons dedicated to creating and formatting tables Eg Fe a J Be aE Fa Join Cells Split Cells Table Pare 2 Delete Inset Inset Inset Insert i a Left Right Above Below 7 Distribute Insert Table Rows amp Columns aa Fill Convert to Table _ Grid Convert to Text Format Autofill Lah Convert to T Table We Effects Text Editing Table Style Data The Table Tab The Insert Table Group pas Rovs B 7 Table Columns 3 7 aS Insert Table The Insert Table group has controls for adding a table to the Work Area The Table button inserts a simple table with the number of rows and columns specified to the right of the button You can change these numbers by clicking on the menu buttons and choosing new values The menu button below the Table button opens a menu in which you can choose a preset size of table to insert or click Define to create a custom table with more formatting Chapter 2 The Ribbon EnM Add New Table Select a Table Format Preview ok Simple Columns Simple Rows 3 Cancel Headings w
16. when you re done making the chart you can paste it into the visual of your choice if you d like to For more on this in ans Mew From File From Show Swap Series Fie Clipboard Series Category Data Table amp Categories Data kaa Insert Chart Chart Data m D Max Automatic Chart Quick Rotate a Type Layouts Chart Legend Min Automatic Layout F 7 L a di i Data Horizontal Vertical Group as Axis Axis Labels Labels The Chart Tab The Insert Chart Group a 5 ay al New From File From The Insert Chart group contains buttons for different methods of creating a chart ai The New button opens a menu of types of chart for you to choose from Select a chart type to instantly insert a chart into the Work Area Chapter 2 The Ribbon ss 7 H The From File button allows you to browse your computer for a spreadsheet from a program such as Microsoft Excel The data in the file you choose will be read by SmartDraw and converted into a chart 7 Laie The From Clipboard button reads data you have copied to the clipboard using the Copy function on a spreadsheet for example and creates a chart from it The Chart Data Group a aj e a 8 Add Show Swap Series Pie Series Category DataTable amp Categories Data Chart Data The Chart Data group contains buttons which help you to add and manipulate data on your chart The Add
17. 48 TEF S REDCE GTO ie E E T 49 TETE Ta ee N E E E A E E T E E tense E A weeds 50 The lnsert Table GlOU Dic eesosa AEE 50 TERON e COS O eee E E 51 The Tanle Ve GOUD eoe ES 52 Te Da OUD A ee ee eee eee ee ee 54 TOSCANE TIN actresses A E cesta dare E E tos eea ine E 55 The nseri Charl GrOUD rsa cara eas cadens acse S T E 55 TRECH DNA TOUD e A E A E 56 TELO OU ee E EE decuseceeoeitectes 57 Te LDE OO e E A E A E A 58 Tere Ure TiD e A A E E TE A A EA EEE 58 GB ate GT cl cal gare lt 4 cio TOUD eE 59 GB a cad cal Gt REOG OUD aeee en ten E E nS me nee ne ee enone ee eee 59 Terpo Cl go 0 a een eer en te re re eng ene ee en ere eer ener ener ote een ener 60 The PowerPoint Tab cecccssssscscssesescssscscscecesesvevsvscscacessvavsvacacacesavsvavacacacesssavavavacacesesssvavavacaeeceaeevavans 61 The Expor GOUD sase EE E EEEE 61 TEAMO ON G OUD marees E E vanessa icone 61 TNS FR TID e EEE E T vet naa E E E E E AEE 62 TONED TAO e n E Ses see goes epee aes eae eee 63 Chapter 3 Automatic Shape Connectors asicesssdvoncssdanenanccecsesusaerasaatesionatecedananocdanaaubeennssetevense aN 64 Welcome to SmartDraw Ee POW CWVWAVUS ece E 64 DOTNET sites carta tec tate ae EE E totnaneseaneeoneedeenessac tess 69 Moving Automatically Connected SyMbols cccccccsssccccessececeesececceecccceesececsesececeuneceeeeeceeseesecesseneces 71 Replacing Symbols with Different SyMbols ccccccsssccccesseccceeseceeseecceceusececeeececeunec
18. Menu The Page Tab The Page tab contains buttons for setting up and working with the Work Area Layers Show Rulers Ga Find El Work Area imi Show Grid Orientation Margins Scale Snaps a0 peplace ia a c Center in Work Area m ass Use Snaps vac SP Page Setup Rulers amp Grid Find amp Replace The Page Tab The Page Style Group The Page Style group only contains one button a The Background button opens a menu from which you can choose a background color picture gradient or texture for the Work Area Chapter 2 The Ribbon 460 The Page Setup Group i Ei Layers E Work Area Orientation Margins 7 oy Center in Work Area Page Setup The Page Setup group has buttons for setting up the Work Area BS The Orientation button opens a menu with choices for whether the page should be Portrait or Landscape H The Margins button opens a menu with choices for the width of the margins when you print your visual or you can click Define to create custom margins settings l The Layers button allows you to add and manage layers of the Work Area For more see Working The Work Area button opens the Set the Work Area dialog box where you can define the number of pages on which your visual lies and a few options for controlling the growth of the Work Area This dialog box is important if you are going to print your visual because it will ensure the visual is printed as you wan
19. Series button adds one more bar line or slice to each category That is a new color is added dd The Add Category button adds a new set of the series That is a new bar or point is added for each series all grouped into a new category Since Pie charts and Relative Value charts only show one category at a time this button is grayed out when you are creating one of these types of chart ili The Show Data Table button causes the corresponding data table to appear or disappear Any changes you make to the data in the table will instantly update the chart and vice versa Chapter 2 The Ribbon 560 4 i The Swap Series amp Categories button changes the series to categories and the categories to series The Pie Data button opens a menu listing all of the categories of your chart Choose one of the categories to instantly convert your chart into a Pie chart with that category shown The other data is not lost when you do this you can switch categories or change back to another type of chart using the Chart Type button see the Layout group The Layout Group EL ii Axes Set Range EEI ill gt faa Grid Max Automatic Y Chart Quick Rotate n Type Layouts Chart l l Legend Min automatic Layout The Layout group has buttons for changing the overall appearance of the chart Lati The Chart Type button opens a menu from which you can choose a type of chart to which you can
20. Shape z Draw Limes SmartHelp 7 Open Help Door 28 Door 28 Door 28 Door 28 Wall Open Wall Open Dimensions amp Area Show Dimensions Measure Distance it Measure Area Adjust Add Corner Add Wall Opening Split Wall Move Outline WOR a SmartHelp Open Help vs The Flowcharts SmartPanel and the Floor Plans SmartPanel Many SmartPanels such as that of Flowcharts shown above employ Automatic Shape Connectors which means you will not only add a symbol but it will also be connected to another symbol already in the Work Area with perfect spacing and placement These give you the ability to produce your visual with record speed We will further discuss Automatic Shape Connectors in Chapter 3 Chapter 1 Building Visuals Using SmartDraw E As you may notice in the images above every SmartPanel has a button for opening SmartHelp at the bottom SmartHelp Because each visual is different from the others SmartDraw has visual specific SmartHelp focusing on how to use SmartPanel and the Ribbon to build the visual for which your template was intended Many tasks discussed in SmartHelp also have a link to a web based video which shows you how to perform that task Chapter 1 Building Visuals Using SmartDraw 190 iay ere E _ Kee mij Doppen Ery hhi Chat Be Bee Besse ipo i j a a T bh ALI E m S a a Trem esl Team Lie des Ti P r l
21. The Undo button removes the last action you performed on the visual literally undoing your action You can undo up to 100 actions at any given time The Redo button is useful if you use to undo button when you didn t intend to The action removed by clicking Undo will be once again performed when you click Redo You can redo anything you ve undone until you perform a new action on the visual Chapter 1 Building Visuals Using SmartDraw 160 _ The New button will open the Home Screen so that you can choose a template to open If the currently open visual has had any changes made to it clicking on a new template will start a new instance of SmartDraw leaving the current visual open If you click New while the template is still unchanged the current template will be closed and the new template opened in its place bel The Save button will open the Save dialog box where you can name your visual and specify a location for the SDR file on your computer If you click the Save button again it will simply save the file without the dialog box al The Print button will always open the Print dialog box where you can select a printer specify which pages and how many copies to print and change some settings for how your visual will be printed i The Save as PDF button opens the Export dialog box where you can name your visual and specify a location for the PDF file on your computer You cannot use SmartDraw to edit the PDF file
22. The dimensions of items will be shown in the scale you select and the rulers when visible will reflect the scale as well Chapter 2 The Ribbon 4g This is particularly useful for visuals like Floor Plans in which the scale matters For more details see Working with Dimensions H The Snaps button allows you to choose how items attach to the usually invisible grid in the Work Area or specify whether they snap to the grid at all Using snaps helps you to work with items quickly and easily For example items which snap to the grid are much easier to align There are three checkbox buttons in the Rulers amp Grid group Show Rulers shows or hides the rulers along the top and left edges of the Work Area Show Grid shows or hides the grid which is defined by the scale of the rulers Use Snaps turns on or off the setting for all items to snap onto the grid The Find amp Replace Group Ga Find i Replace Find amp Replace The Find amp Replace group helps you to search for words or phrases you may have entered into the visual F The Find button opens the Find and Replace dialog box where you can enter a word or phrase and search for each instance of that word or phrase in the Work Area You can also hold down the Ctrl key and press the F key to open the same dialog box ab l ac The Replace button opens the same Find and Replace dialog box but with more controls for
23. Three Times to Add Three Topics The topics are added on alternating sides of the central shape so that the visual maintains a balanced appearance To add a subtopic to a topic we just click on that topic and click Add Subtopic in SmartPanel once for each subtopic Chapter 3 Automatic Shape Connectors 700 Adding Two Subtopics to the Selected Topic You can also add subtopics to other subtopics to go one level deeper Notice that the subtopics added in the image above are a different color size and shape from the topic to which they were added This is because Mind Maps and a few other visuals use AutoStyle which automatically change colors and styles each tier of hierarchy so that they are visually distinguishable You can always turn this off by clicking Use AutoStyle jn SmartPanel Moving Automatically Connected Symbols SmartDraw makes it easy to rearrange symbols even if they are connected to other symbols by Automatic Shape Connectors All you have to do is click and drag the symbol to a new position As you approach the new position dashed lines and connection points appear where the symbol can be reattached Simply release the mouse button when the outline of the symbol snaps to the connection point you want Chapter 3 Automatic Shape Connectors e Dragging a Symbol to a Connection Point Some visuals such as Org Charts and Mind Maps have a hierarchy in their structure When you drag a
24. You can also choose a gradient texture or hatch and you can set the transparency of the fill X Verdana vies i Theme dil 4 r Effects Recent Colors Theme Colors E ig Standard Colors Transparency 1010 10 10 10 10 0 IO IOI The Fill Menu Using the Line Button You can change the color and style of the border of shapes or of lines using the Line button in the Shape Style group of the Home tab Like fill colors line and border colors are overridden by a change in themes so make sure you are satisfied with the selected theme before applying line and border colors using the Line button To apply a line color or style click on the shape or line then click the Line button and choose from the menu The Line menu looks very similar to the Fill menu above but with a few additions at the top Thickness Dashes and if only lines but no shapes are selected Arrowheads Use these submenus to change the weight styling and arrowhead settings of the selected line s or shape s Chapter 1 Building Visuals Using SmartDraw 240 Tools _ Straight Line A Ei a Curved Line one Curved Connector A Freehand Line Polygon Line The Top Section of the Line Menu Applying Effects Take your visual to the next level by applying effects like shadows reflections glows gloss and more to items in the Work Area Again changing the theme after
25. all other styling remains the same Our Style21 shape above will still be Style21 but the color will be different Built In Chrmsaninemum Oornitlonwer a aa E m Changing the Theme Only Changes the Color of Quick Styles AutoStyle A few visual types such as Mind Maps and Storyboards employ AutoStyling to automatically color and style shapes based on their hierarchical level in the visual That is shapes you add or move automatically adopt the color size shape and style of other shapes in that same level These colors and styles are Quick Styles so that changing the theme maintains the differences while changing the colors F Spederi E Adwat A Mind Map with AutoStyle Coloring a visual in this manner helps the viewer to understand and see the hierarchy so SmartDraw has been designed to do the work for you so you don t have to color it yourself Visuals that use AutoStyle have a Use AutoStyle button in SmartPanel so that you can turn this feature off Chapter 1 Building Visuals Using SmartDraw 2300 Changing the Fill of a Shape You can manually change the fill of a shape However if you are going to work with themes make sure you choose a theme and do not change it again before applying any fill colors This is because changing the theme will automatically override the fill color To apply a fill just click on the shape to select it then click the Fill button and choose a color from the menu
26. change your current chart without losing any data Once you choose a chart type a second menu appears with a few options on layout including how data labels should be shown which direction the chart goes and so on di The Quick Layouts button opens a menu of choices of layouts specific to the type of chart you are creating You can choose any of these layouts to apply a professional look to your chart with a single click including how data labels are shown the direction in which the chart goes and so on E The Rotate Chart button opens a menu from which you can choose which quadrant of the axes your chart should use That is you can choose which axis your bars or lines grow from lzi The Axes button opens a menu where you can choose whether the vertical and horizontal axes are shown M The Grid button opens a menu where you can choose whether various gridlines in the chart area are shown Chapter 2 The Ribbon s7 i The Legend button opens a menu where you can choose whether a legend is shown the format of the legend and where the legend will be shown The Set Range menu buttons allow you to choose the maximum and minimum values of the axis with number values by default this is the vertical axis unless you rotate the chart or choose a Quick Layout with a rotated chart The Labels Group Data Horizontal Vertical Group aa Axis Axis Labels Labels The Labels group contains buttons for changing how and wheth
27. consists of a series of buttons for inserting images The From Camera button opens the Select Photo Source dialog box where you can specify the drive to which your digital camera or memory card is attached The Picture Folder button opens a dialog box where you can browse for the folder of JPEG files you want to open When you click Open the folder s contents are shown in the Library tab where SmartPanel is located Then you can click on a picture and click again in the Work Area to add it The Open Picture button opens a dialog box where you can browse your files for one image Ifa symbol is selected when you click the button you will be given the option to insert the image inside the symbol r The Capture Webpage button opens an internet browser Browse to the webpage you want to capture then click Capture Webpage at the top of the browser to insert a screenshot of the page into the Work Area The Picture Size Group l Geren ILE Pan amp Crop Trim to Zoom Shape r Picture Size The Picture Size group has buttons for adjusting the image you have inserted Chapter 2 The Ribbon 59 rs _ The Pan amp Zoom button opens a toolbar for adjusting the image when it s inside a shape You can click the Arrow buttons to move the picture around and the magnifying glasses to zoom in or out For example if you inserted a picture of a person s face you can adjust the picture so that the
28. items from the Work Area You can also press the Delete or Backspace key A The Text button changes your cursor so that clicking anywhere in the Work Area whether ona shape symbol line or the background allows you to start adding text where you clicked Click on the Shape button to add the shape shown on the button To change shapes click the below Shape and choose a new shape from the menu When you choose a shape that shape will be shown as the button icon instead of the default rectangle After choosing a shape click in the Work Area where you would like to add the shape Chapter 2 The Ribbon 2900 J Pa selected from the menu Click the below Line to open the Line menu where you can choose a new line shape For more on drawing lines see Working with Lines a Click the Arrowheads button to open the Arrowheads menu where you can choose a direction or you can click Custom to choose a shape and change other settings for the selected lines Chapter 2 The Ribbon 3000 A F Fa Line Arrowheads al Rounded Rectangle Oval Square Circle Rounded Square The Shape Menu The Line button changes your cursor so that clicking and dragging in the Work Area draws a line By default the line is straight but the button is programmed to remember the last line shape you
29. make a new free floating text box in the Work Area Many SmartPanels contain an Add Text button Add Text A Add Text The Add Text Button Found in Many SmartPanels Chapter 4 Working with Items in the Work Area 93 However you can always find the A Text button in the Tools group of the Home tab Both buttons have the same function A Lj 47 2 Text Shape Line Arrowheads kaai ka kaai Tools The Text Button Found on the Home Tab To add text click one of these buttons then click again in the Work Area where you d like to add text and start typing However you should be careful where you click because if you click on an item in the Work Area you will add text to that item instead of creating a new text box If you want to add a text box which you can manually position over an item giving you greater control over where text inside an item lies add the text to a blank place in the Work Area then drag the text box into place By default the text box you add has no fill or border However you can treat this text box just like any other shape you can color it resize it move it rotate it attach lines to it and so on If you delete all of the text from a text box and then deselect it SmartDraw will automatically delete the empty text box so that the Work Area does not become cluttered Moving Items in the Work Area Once you ve added items you can move them anywhere in t
30. make changes to it Thanks to Automatic Shape Connectors this is not the case in SmartDraw For such visuals SmartPanel has special controls for adding symbols which are automatically connected to each other and perfectly spaced They even adjust to accommodate new shapes as they are added Let s look at a few examples of visuals that use this innovative easy to use tool Flowcharts Many visuals adopt a flowchart like structure with chains of symbols connected to indicate the flow of a process Chapter 3 Automatic Shape Connectors 64 Alarm Goes Off A Ke beh Press Snooze Nake Up 9 Turn Alarm Off Look Out Window a Sunny lt Put on Shorts Put on Pants Go to the Beach Stay Inside A Flowchart on Deciding What to Do on a Weekend The flowchart shown above only took about ten minutes to make thanks to SmartPanel Let s take a look at how to do this The Flowcharts visual template starts with a shape labeled Start already in the Work Area so we can click on this and type to add text Adding Text Click on a Shape and Start Typing to Add Text Now we d like to add the diamond shape that is a decision below the starting shape In SmartPanel we click on the Decision symbol in the symbol gallery then click Add Below Chapter 3 Automatic Shape Connectors 6 Build i Flowchart Alarm Goes Off Hopu Data Inp Do
31. manipulating your visual e A Cut MmALIZ z G Copy Paste Shape Line Arrowheads Sd Format Painter 3 Loo E O o Tools Oo o Toos O OOOo Uo 2k s ae Fill Line Effects Theme L Shape Style CCE to E Bullets E alignment BJU x Axi Spacing Direction Font PE Faragraph The Home Tab The Clipboard Group a ke k Copy F Format Painter Clipboard The Clipboard group may be quite familiar to you with common functions like copy cut and paste B Simply click the Paste button to paste anything you have copied even if it was in a different program Orclick the below the Paste button to open the Paste menu which has more advanced but easy to use pasting options Chapter 2 The Ribbon Eo eu Format Pair Paste Ctrl V NE Paste Special E Duplicate Ctrl D A The Paste Menu Paste Special allows you to embed an object copied from another program You can double click the object in the Work Area to open it for editing in the program it came from Just close the program and the object will automatically be updated Duplicate pastes an exact copy of the selected item s into the Work Area Using this control will keep you from having to keep remaking the same formatted item d Click the Cut button to copy the selected items and then remove them from the Work Area T Click the Copy button to place a copy of the selected ite
32. on it or if you are using the Live Map template you can click Edit Map in SmartPanel You can use the Fill and Line buttons in the Shape Style group of the Home tab to change the color of outlines and markers Working with Dimensions Some visuals such as Floor Plans Crime Scene Diagrams and Storage Designs require the use of dimensions so that they can be drawn to scale The templates for these visuals include libraries of special symbols which are already drawn to scale and have settings that make their dimensions appear when selected Setting the Scale Most of these visuals begin with the Floor Plan Standard scale setting which means that one inch represents four feet The exceptions are Planograms and Storage Design templates which start with a scale of one inch representing two feet If your visual has the scale you want then you don t need to read this section Chapter 4 Working with Items in the Work Area crea Show Rulers E Show Grid Snaps Use Snaps iw Show Rulers Ruler Settings L Standard W Floor Plan Standard Metriz Floor Plan Metric x The Scale Menu You can always change the scale by clicking Scale on the Page tab and choosing from the menu e Standard causes one inch to actually represent one inch e Floor Plan Standard causes one inch to represent four feet e Metric causes one centimeter to actually represent one centimeter e Floor Plan Met
33. order to bring clarity to it For this reason you can add text to symbols along lines in tables or as free floating text boxes You can format the text you add using the Font and Paragraph groups on the Home tab For details on what each button does see Chapter 4 Working with Items in the Work Area Adding Text to Symbols To add text to any symbol just double click on the symbol and start typing When you are done adding text press the Esc key or click somewhere else in the Work Area gt Adding Text Double Clicking on a Shape and Typing to Add Text Text is added inside most symbols but for some such as symbols related to engineering the text is added below the symbols instead If you are adding text to a series of symbols you can press the Tab key to quickly move from symbol to symbol speeding up the process As you continue to add text the symbol is automatically resized to accommodate the text Send patient to changing room with Blue surgical gown and check street cdothes into locker along with any metal jewelry and electronics Send patient to Send patient to changing room with blue changing room surgical gown and check street clothes into locker Symbols Automatically Grow as Text is Added to Them csplayed Your computer may You can change a symbol s growth properties by clicking Text Entry on the Design tab This opens the Text Entry Properties dialog box whe
34. text shown when applying this format The Format Table Dialog Box Chapter 2 The Ribbon The Fill button contains options for filling the selected table cells with a solid or gradient color texture or hatch Simply click on the fill you wish to apply ma he Grid button contains a menu for the thickness and dashes of the selected gridlines as well as a menu very similar to that of the Fill button except that the color texture or hatch you select will be applied to the gridlines instead of the cells E The Effects button opens a menu of effects such as shadow glow bevel and more Just position your cursor over the type of effect you d like to apply and choose from the submenu that appears a2 Fill Convert to Table tA Zsridy ah Convert to Text Autofill E Text Editing More Drop Shadows Format oe Table E Tabi More Cast Shadows I No Inside Shadow The Effects Menu The Perspective effect should only be applied once you are done creating your visual since you will not be able to make any further changes while the effect is applied This is because the entire visual is tilted for a 3 D effect Chapter 2 The Ribbon 530 The Data Group a jab Convert to Text Autofill ge pe The Data group has buttons for controlling the data entered into table cells The Autofill button opens the A
35. that is created but this file format is handy for sharing the visual with your peers E The Export to Microsoft Word button instantly places your visual into a Microsoft Word document If a document is already open the visual will be placed on a page there If not anew document will be opened and the visual will be placed on the first page E The Export to Microsoft PowerPoint button instantly places your visual into a Microsoft PowerPoint presentation If a presentation is already open the visual will be placed on the last slide there If not a new presentation will be opened and the visual will be placed on the first slide EE The Export to Microsoft Excel button instantly places your visual into a Microsoft Excel workbook If a workbook is already open the visual will be placed on a sheet there If not anew workbook will be opened and the visual will be placed on the first sheet SmartPanel In contrast to the Ribbon each visual has its own unique SmartPanel with controls specialized to building that particular visual Some will have symbol galleries for adding symbols others have Add Text buttons and many have specific buttons for adding things like tasks topics ancestors and so on Chapter 1 Building Visuals Using SmartDraw a7 Build Flowchart Decision Data Inp Document Pe as a oe Split Path ed G2 Join Paths Text A Add Text Lipes Line
36. the Chapter 4 Working with Items in the Work Area es rectangle of space containing the shape Drag these to resize the entire shape There are also black diamond handles which you can drag to move a segment causing the two segments attached to either end to lengthen in order to stay attached j k it d a E E Dragging a Black Diamond Handle of a Freehand Shape The Polygon Line tool allows you to draw custom geometric shapes When you click on the Work Area a line is attached to the point you click and your cursor Click again to attach the line to a second point but it is still also attached to the cursor Continue clicking at each corner of the shape you are creating You can leave it as just a line by pressing the Esc key when you re done drawing or create a solid shape by clicking on the start point of the line A Custom Polygon As with the freehand line tool a polygon line has white diamond handles and square black handles which share the same function as those on a freehand line If you deselect and reselect a solid shape it will change its handles to the black square handles and black diamond handles as described for the freehand shapes above Connecting Symbols with Lines Quite often visuals include lines between symbols These are almost always automatically drawn using SmartPanel and Automatic Shape Connectors when you add the symbols and this should be your primary method to add lines How
37. the Fillof a Shape cds cacencacesececenandcanseanacaduean T T 24 Unete Gne PUO ani 24 79 81K 1 A lt 4 E E A A E 25 Chanera TS FIOM eere A E E E E E A E N 27 Toe HOME TiD err E E E 27 TECO FOTO ea E E ann eee eee 27 THE TOOL TOUD aera E A A asecimeasesceananuecs 28 TETON TOUD eaan A E cctonsuneteeye ace eateeetneeeeeeaieaee 31 Te e Vie OOU a E E E A 31 The Oa COU ee E EEE 33 Welcome to SmartDraw EE The Paracraph GrOUD acca ameceacecmanstancesetsnnteeeecrsesaaund cnamaendenayinneaameseusunsnedeanemdaubane usnetonecnunuparesdecnandenees 35 BO ADS SA AD os ote recs danc sp ecacte E ase ce oceenanoeeauanes asin inooscaeueosaanascesdaenensisensnounadedueniczeaniess 36 TEPOS NO Oe SIZ OUI carrera tints vserr cinco insets one ace nes ea vain tua ep nto ne seins ont ous ee vacate ice ie ones ane 36 The Shape Layout HO ica esate tases ceca ea co sgemabdeceneeaaunene ce tongene saatoneas aN EEEN EETA AEEA tes 37 PRS Se Properes GO sss chaacetetic nnen E A baachepccuaeeniea ES 39 TAO OLE C TOUD accra soccer E se sanoanceasnacsestues sss eacessucsmossieeseenseces 43 WAM TINS SR TAD sere steerer ae cle E E se such ec eaters ott oe sah ecu T EE a 44 Wie PS E o T pe ce ee AN E ses pcs alee E O A A ne ats ee peewee eee oo ee 46 AB ated Pee Ve 6 60 6 ee meee Sete eee eee nee ne ee ee ee eee eee eer eee 46 eP eE SE O 9 uN anna terrRattr Wena E E ae eee eee 47 The R lers amp Grid GrOUD cesnisiscadusasescvesSeacodesatosinsatndhngdanatewetwa EEEE EE a
38. the same time to copy the chart Then go to the other visual and press the Ctrl and V keys at the same time to paste the chart Inserting a Chart For some Charts amp Graphs templates a chart is already inserted when you open the template If it s not the type of chart you want to create click af Change Chart Type in SmartPanel and choose a new chart type from the menu to instantly change the chart Chapter 4 Working with Items in the Work Area 101 Change Chart Type alli Bar a A Pie File iil Stacked Bar ai eta Lime nport Image Relative Value braries Area Pas amc Layered Area _ _ Styleo TE I I The Change Chart Type Menu Or if you want to create a chart by importing data you can press the Ctrl and A keys at the same time to select the chart then press the Delete key If you already have a spreadsheet with the data you want to represent in the chart you can easily import that data and SmartDraw will automatically construct a chart from it There are two ways to do this You can copy the data in the spreadsheet then click at Paste Data from Clipboard in SmartPanel A chart is instantly generated The other way to import data is to click ah Import from Excel File in SmartPanel then browse for the file you want to import SmartDraw will read the file and create a chart from its contents If you just want to start with a blank chart to which you will manually add
39. w Line _ i Dimensions Shape Properties x The Shape Properties group has buttons which allow you to make changes to the shape and settings of items in the Work Area Chapter 2 The Ribbon 3900 a The Change Shape button opens a menu with two options Position your cursor over Change Shape in the menu to see a submenu of shapes into which you can change the selected symbols in the Work Area Click Edit Shape Outline to temporarily transform the handles of the selected symbol so that you can drag the outline into a custom shape Et Conr J Text Dim S Change Shape H Edit Shape Outline The Change Shape Menu The Change Shape button is usually grayed out unless a shape or symbol is selected in the Work Area Under the Change Line button is a menu for changing the shape of a selected line to a variety of other shapes Simply click on a new shape to apply it to the selected line Again this button is usually grayed out unless a line is selected ss Links ligq Objects Change Line Shape mw 7 i B g C Lb TTN Ga wE AAR ya The Change Line Menu a You can anchor lines to connection points on symbols in most visual types All symbols have default connection points but you can change them by clicking Connection Points This opens the Choose Connection Points dialog box where you can choose between Default Continuous and Custom connection points The dialog offers instruction on how to se
40. y A _ Ditrict of Combia r Dile wet itl Clicking the Checkbox to Outline California E The Shape Quality menu button at the bottom of the Overlays group allows you to control the detail of the outlines However the more detail you add the more memory the map will take so if you have a slow computer you shouldn t increase the detail Now that you know how to add data markers and outlines let s return to the bottom of the Format group in the maps tool window The Bottom of the Format Group The Background menu button allows you to choose how much of the map is visible with respect to the outlines For example Map inside outlines crops the map so that only the outlined regions are shown and Outlines Only causes only the outline with no map to be shown When you choose from this menu the actual results won t be visible until you import your map to the Work Area Chapter 4 Working with Items in the Work Area 1100 The Show Markers checkbox button allows you to show or hide any data markers you have added Similarly the Show Overlays checkbox button allows you to show or hide outlines The Show Traffic checkbox button inserts the green yellow and red lines on major roads to indicate traffic conditions just like Google Maps When you are done creating your map click Import to SmartDraw to instantly insert the map into the Work Area You can always edit your map by double clicking
41. Export The Export group contains a button for sending your visual to Microsoft PowerPoint with an option you can turn on or off The Send to PowerPoint button instantly places your visual onto a slide of a Microsoft PowerPoint presentation If a presentation was already open the visual is added to a new slide at the end of that presentation If not a new presentation is opened with the visual on the first slide If the Include Animation checkbox button is checked the animations you program using the Animation group will be included when you send your visual to Microsoft PowerPoint The Animation Group Chapter 2 The Ribbon Co b Next Step 1 me Step 3 of 5 k Previous Chart Preset Categories Preview ga Animation The Animation group has controls for you to program individual items in your visual to appear in the presentation upon clicking a certain number of times You can also preview your animation You can use the Step menu button to assign a step to the selected item s in the Work Area For example if you assign an item with Step 3 it will appear after the third click when you are presenting the slide containing your visual If you are animating a chart you can use the Chart Preset menu instead of the Step menu as a shortcut There are a few common ways you may want to present your chart such as by having one category or series appear at a time SmartDraw can automatically animate you
42. F Prity ie a Tee Tam irma Fara shown T na s fae Eai bais Free ka E SeeriDr ees Herthi Fiver herd ee ee we O G ddd eg ye fg a balia 006 E F E a ai Ci T Jaap T Tr SmartHelp x eS Play Video A Edel Tan cas dae Add Symbols F Evie Lo Use the Split Path Buttons T adhipigp 7 a nap Add Text F Add a Line to Connect Two Symb Select Items in the Work Area b Mowe an Item in the Work Area Resize Items in the Work Area Adjust Connector Spacing Find More Symbols F Change a Symbol to a Different s Add or Change Arrowheads b Change the Appearance of the Vik Save Your Visual Export Your Visual Print or Share Your Visual E veira 1 iis Phas Breda Eip Popes oo F Wie Dene Breve en Een r See Werk ins benm Eemi n Ha Wire Lra Charge the Appana of ee wie Get Toir ik Pagar Toker Viet Pra et ee Th ee By default SmartHelp is closed so that you have more room in the Work Area To open SmartHelp you can click Open Help in SmartPanel Or you can click Help in the title bar of the Work Area SmartHelp does not open in a new window which means you can keep it open while you build your visual This way you can follow along without having to close it to do the next step Chapter 1 Building Visuals Using SmartDraw 2000 Adding Color and Style to a Visual SmartDraw makes adding co
43. Import Visio Conversion Wizard Select the folder of files to convert c SMARTD 1 Browse E Include Subfolders Cancel Convert Visio Import Dialog Box This dialog box allows you to choose which folders you would like to convert By clicking the Browse button another dialog box will pop up entitled Browse for Folder This box allows you to find the folders including the subfolders which you would like to convert to Visio Visio Import Visio Conversion Wizard Selct thet t te ecg Browse Convert f Desktop G My Documents Y My Computer Es Local Disk C i dell 0 Documents and Settings E E Program Files E SmartDraw 2010 J S YCTOOLS E TEMP ES WINDOWS HA DYDICD RW Drive D lS hhv an Mallarvieharedt Tachi PS gt lll After you select the folder you would like to convert to Visio click the Ok button This will take you back to the Visio Import Dialog Box in this box you can select whether you would like to include folders E Include Subfolders subfolders by clicking Then you click the Convert button in the bottom right hand corner of the Visio Import Dialog Box Chapter 5 Exporting Printing and Sharing a Visual ET Installation amp Licensing In order to be able to use the great graphics effects and other great things SmartDraw has to offer you you will need to install the product fully by online download or by CD installati
44. UE Automatically Select C Landscape Page Margins Inches M Print on One Page Scale up to fit page Left 0 50 Right 0 50 Print to Seale Top 0 50 Bottom 0 50 Print the Grid Print Page Footers Use the minimum margins for this printer Allow 17 6 overlap between each page when printing on multiple pages Print Markup Network Print to Large Format Use a SmartDraw Printing Partner to produce and distribute professionally printed presentations bound documents large format posters and high volume orders Print tad arne Farmat The Page Setup Dialog Box Then uncheck Print on One Page in the Options section of the dialog box This will cause dashed lines to appear at the edges of pages Click OK to return to your visual Exporting a Visual to Different Programs and File Formats The majority of visuals built using SmartDraw are instantly sent to a Microsoft Office product or exported as another file format This section will cover how to do this Exporting a Visual to Microsoft PowerPoint Visuals go hand in hand with presentations so SmartDraw includes some special controls for preparing a visual for Microsoft PowerPoint Studies show that viewers of a presentation are better able to follow along with the presenter if animations are used That is components of the slide appear bit by bit as the presenter addresses them Chapter 5 Exporting Printing and Sharing a Visual a2
45. Visual 1230 My Recent Documents Desktop My Documents My Computer _ _ File name FlowchartE sample My Network save as type Portable Document Format POF r Cancel Places Help i Fit on One Page The Export Dialog Box for PDFs Notice the Fit on One Page checkbox in the bottom left corner of this dialog box If this is checked your visual will be scaled down so that it fits on a single page If your visual is large this process may cause it to be illegible For more on this see Exporting to Other File Types Clicking bell in the Quick Access Toolbar will only save your visual as a SDR SmartDraw file However SmartDraw offers many more choices of file type to which you can save your visual in order to make sharing your visual easier EA When you are ready to export your visual click the KA SmartDraw Button and position your cursor over Export In the menu that appears is a list of all the file formats to which you can export your visual Chapter 5 Exporting Printing and Sharing a Visual a SmartDraw Flowc Necinn Insert Bane Tahle Chart Picture BovrerBinj Choose Format to Export Graphic as PDFS gt Wore PowerPoint gt Excel WordPerfect HTML JPEG PNG GIF ve TIFF BMP Metafile Options s Enhanced Metafile a Utilities p X Exit Export Options in the SmartDraw Menu Click on a file type to export your visual Each select
46. a new chart you ll have to manually add your data There are several ways to do this e Edit the Data Table e Edit the Data Labels e Drag a Series by its Handles Chapter 4 Working with Items in the Work Area 103 Edit the Data Table SmartDraw automatically creates a data table corresponding to the chart although by default it s cE hidden To show this table click I Show Data Table in the Chart Data group of the Chart tab You can also click the icon found at the bottom right of the chart area Click either of these again to hide the data table Category 1 Category 2 Category 3 Category 4 Series 1 3 10 5 Z Series 2 24 3 10 18 Series 3 14 13 31 27 A Data Table of a Chart If you change the data in this table it will automatically be reflected in the chart as well You can even change the series and category names in this table and they will be changed on the chart and legend Edit the Data Labels Fa You can choose how and whether data labels are shown on your chart using the menu under Data in the Labels group of the Chart tab fy 4 Horizontal Wertical Axis Axis TE Outside labels LESS jA Outside at an angle ill Outside with an angled leader The Data Menu If the data labels of the chart are shown you can click on the label and edit the number If you click somewhere else or press the Enter key the corresponding data point will instantly adjust t
47. all circular rotation handle when it is selected usually located near the right edge You can click on this handle and drag in a circular motion to freely rotate the item Chapter 4 Working with Items in the Work Area 96 Rotation Handle gt ae a Rotating a Symbol Using the Rotation Handle For a more precise rotation you can click on the A Rotate button on the Design tab and choose a specific angle from the menu These angles are the angle when rotating the item counter clockwise from its original position That is if you choose 90 twice the item will only be rotated a total of 90 rather than the 180 two 90 rotations you might expect h Bring to Front a Send to Back di Flip a D i j 180 225 270 315 u Custom Rotating a Shape by 45 Counter Clockwise Flipping Items in the Work Area In contrast to rotating an item flipping an item creates a mirror image of the item This is another feature which is particularly useful in Floor Plans and other layout planning visuals For example you may want to fix a door symbol so that it swings in the correct direction To flip an item click on it to select it then click A Flip in the Design tab and choose either Flip Vertically or Flip Horizontally from the menu that appears Chapter 4 Working with Items in the Work Area a a Flip Horizontally ha a Vertically MITOP aaa HEGRE EE Flipping a Symbol
48. ame to show the library in the area on the right side of the dialog box Chapter 4 Working with Items in the Work Area Eien More Symbols Symbol Libraries INTERSTATE BUSINESS _ Click on a library name to preview C SmartDraw Explorer A Interstate Route S Off Interstate Bus Off Interstate Bus of Sy My Favorites Search Results Ae Guide Signs iu ge Regulatory Signs 2 ge Warning Signs pute Sign State Route Sign County Route Sig Heboanal Fores Route Sign JCT M2 1 Morth M3 1 aoe anomaan noran Positioning the Cursor Over a Library to Preview It You can also browse the libraries using the explorer tree The libraries are organized into folders based on the visual for which they are intended with the exception of the Clip Art folder Click one of the icons to view the contents of that folder When you have found a library yov d like to open click on its name and click Open Library at the bottom of the dialog box Once you have opened all the libraries you want click OK All of the libraries you opened appear in the Library Selector menu Symbol Libraries Although SmartDraw s large variety of symbol libraries should usually leave you satisfied you have the ability to add and customize libraries of your own Creating a New Symbol Library You can create a new empty library or you can import a folder of images into a new library You can create a
49. an change where the bend in the line is by dragging the central black square handles For more on connecting symbols see Connecting ari ar Adjusting Where the Shape Connector Bends The Curved Connector functions in the same way as the shape connector except that it has curves rather than right angles A Curved Connector The Freehand Line tool allows you to draw any line you want as if you were drawing it by hand However since it s not easy to draw using the mouse SmartDraw automatically smoothes the lines you draw for a better appearance To draw a line just click and drag the mouse If you bring the end of the line back to the beginning you can create a closed shape which you can treat like any other shape After you finish drawing the line or the shape a special set of handles appear so that you can make adjustments to the line or outline of the shape Click and drag a white diamond handle to change the arc depth of the segment between the two nearest square black handles Click and drag a black square handle to drag the line segments between the two nearest black square handles Changing the Outline of a Freehand Line If you are editing a freehand shape deselecting the shape for the first time causes these handles to permanently disappear Once you have deselected the shape for the first time reselecting it causes a different set of handles to appear There are four black square handles at the corners of
50. any symbols containing text it may end up looking messy with all the symbols differently sized To fix this hold down the Shift key while clicking on each symbol you d like to make the same size clicking on the symbol which has the size you d like the others to have last Then click Make Same in the Design tab and choose Both from the menu that appears Chapter 4 Working with Items in the Work Area 95 Li This symbol has had to grow This symbol has had even more because it has so This symbol doesnty to grow a little bit i much text init We shoul have much text order to accommodate make all of the AL this much text This symbol has had to grow J even more because it has so much text init We should This symbol has had to grow a little bit in order to accommodate this much text This symbol doesn t have much text make all of the ghar sons Making Symbols the Same Size for a More Uniform Look Some visuals require the use of dimensions for precise sizing to scale For more on this see Working Rotating Items in the Work Area Rotating an item causes it to spin in place This is particularly useful in Floor Plans and other layout planning visuals since furniture and other such items are commonly laid out in a way that is not necessarily aligned with the page You can even rotate an entire frame of walls and any furniture contained inside it There are two ways to rotate items Every item has a sm
51. applying an effect will override the effect so do not apply any effects until you are satisfied with the selected theme To apply an effect click Effects in the Shape Style group of the Home tab position your cursor over one of the types of effect and then choose from the submenu that appears Chapter 1 Building Visuals Using SmartDraw a P Verdana 10 3 Bullets E Line BZU Av Spacing 7 r Style Paragra se amp gt E 5 o 8 More Reflections The Effects Menu The Perspective option at the bottom of the menu is a special case It allows you to tilt your entire visual for a unique perspective However once you apply the perspective you can no longer edit the visual unless you close the Perspective Export window which is much like the Print Preview window thus undoing the perspective hy ae al Ta lt pee aa Se T s a os JE p h pE _ om eet x gt u 7 k Ss cies gt i 4s 2 sint ME jeti a Talali siia A Chart with a Perspective Effect Chapter 1 Building Visuals Using SmartDraw 260 Chapter 2 The Ribbon This chapter will explain in detail the function of each button in the tabs of the Ribbon Visuals should primarily be built using SmartPanel but the Ribbon contains many helpful controls as well The Home Tab The Home tab contains many of the simple common functions you might use for formatting and
52. at are currently Cancel selected Press help for more information a Hel Select 4 sizing rule z Shapes change size in both directions maintaining their shape C Change horizontally Shapes change size horizontally as pou add test and vertically only if you type a carriage retum lt Enters C Change vertically Shapes change size vertically as you add test Allow test to shrink Allow the size of text to shrink to a points before forcing the shape to increase in size Text Margins Set the gap between the text and the inside edge of the shape to 2 creen pitele 1 700 Allow Test Editing of a Shape with a f Double click C Single Click C Do not allow text editing Typing the Enter key Inserts a new lne Tabs to the next shape or cell Ctrl Enter inserts a line The Text Entry Properties Dialog Box The Dimensions button opens the Show Dimensions dialog box where you can specify when and how the dimensions of the selected items are shown Show Dimensions Show Dimensions C Never Onlu When Selected C Always Show C The distance between the end paints of the line The total length of the line f The length of each line segment The area of the shape Extension lines Chapter 2 The Ribbon 420 The Show Dimensions Dialog Box Ei You can click the Dialog Launcher to open the Shape Properties dialog box which contains many of the same controls as the Shape Properties group
53. ce that Basics are selected in the left hand column of the Home Screen If you have opened SmartDraw before this may not be the case so click on Basics Templates Recent Documents Templates In the Template Preview Area you ll find buttons for templates of SmartDraw s most commonly used visual types You can click on one of these to get started right away Or if the visual you want to create is not shown here click the More file folder to view the full list of basic visual templates WordArt Equation Excel Chart Search for a Template Using Keywords If you know what type of visual you would like to create you can search for it using keywords Click the Search button in the left column of the Home Screen Chapter 1 Building Visuals Using SmartDraw i This opens the Search bar along the top of the Template Preview Area SmartDraw ew AA Home The Search Bar To get started type a keyword into the Search Bar s text entry field As you type suggestions appear below You can click on one of these to search for that suggestion or click the button next to the text entry field to run the search Project Gantt Chart Examples Project Planning Project Projected Projectile Projects Suggestions Appear When You Type a Keyword The first search result is shown in the Template Preview Area You can view the other s
54. cenenaesiansebaveies 95 Rotating Items in the Work Alearen EE EO 96 Flipping Items inthe Work AL Ce necirorsnsinennenan aE 97 Aligning tems in the Work Aleances 98 Grouping Items inthe Work AFCA ccsesterctrcg teeters rrcccnnsceceusehaseivanscavusossssscaiioneaedssasedvansaaeeeanseeosanieneeeeineeens 99 WORE NAAC A a tacit aces sc es fercas nice ccm antec sree ones dceanlaeseqaeeaeeees 99 WSUS a Charl a deme auwiatinciease geasadicteoctnncetueanunesaceoredserniesa E 101 Adding Series and Categories een een ne rer rere cee ere ne ne cet enna eee ee 102 Addine Data to a CHaT seisi E wccar ued aen cs sasaan ne ecnnen reece aed ere 103 Filling a Series with Color or Mages acters erases sates acct sant aee sce E E 105 MYO AEM I aee aE E E E cescauntinaenusaeonnssdenaeateonene 108 Welcome to SmartDraw ao Working WITH DIMENSIONS asicesapsndccssscsacesatvccdepancsesesernedeasandsspanatvanetnieuspentedanddanaedaananen Er niia 111 SOUS CS C Oa ernst ea geese crn saassmnsceaasnc E S 111 SO DIEN ON S aceasta east A oe os ne cate en kint rag es oe ose E deems eeateecgeene 113 Resizing Items to Scale a hct eva asecccseaanansevstac ee n aaa EEEE AEE S NEE OEE EEES 115 OTR a a ONG E PEE O PEN PE EEES A E EEES EE PETTE 116 Chapter 5 Exporting Printing and Sharing a ViSUal ccccccssscccccsseccccesscceceesececeeseceeeeesceesseecetsugeceeseees 118 Sorne Uo e PEE a E ene ne ne 118 Exporting a Visual to Different Programs and File Formats ccccc
55. csssccccesseceeeesecceeeeseceseeecesseneceeeeees 121 Exporting a Visual to Microsoft PowerPoint sssessssesessesesrrrsssrrresrrrresrrressreresreressreresrereserereseeresene 121 Exporting a Visual to Microsoft W OGG sesssrrrersscisrisrsriseirrn ndri esie puren E EnA NENEA EE EEEE a 122 Exporting a Visual to Microsoft Excel ssesssussssensssrrerrrressrrrssrrressreresrrressreresrrressreresrrresrreresreresene 123 Savine ay ual se a PDF neracia SS 123 EXPONE O Other FUE Type Serii E R S en 124 Printinge a Veurnse re E A STE 127 Using SharePoint along with SmartDraw ccccccsssccccsssecccesececcesececeeesecessuseceeeeeeceeeeeseceseuaecesseeceesenes 130 orne a eO FIE e enone ee emcee tees cesar eos cosnasedemseesmaceaesneecanmcees 130 Wale One ECEN E eee nen neo ee en ee eee eee 132 USE el COUN sieeve cessor E E nisaaais pontine sonnei meds cesoereraainutagesd E E E A E 132 Welcome to SmartDraw ES Welcome to SmartDraw Communicate visually with powerful graphic visuals like Flowcharts Org Charts Mind Maps and so much more using the quick automatic controls of SmartDraw Building a visual is as simple as a few clicks of the mouse All you have to do is choose the template for the visual you want to build and use the visual specific SmartPanel with its one click building tools to let SmartDraw do the work for you Your days of dragging dropping and manually spacing symbols are over And once you ve finished buildi
56. cument w CHEO ER ir Add Left Add Right Add Above GE la The symbol is added automatically attached to the first symbol and perfectly spaced Now we add Process symbols below and to the right of the decision we just added using the same method select the decision click on the Process symbol in the gallery and click Add Right Then we repeat to add the process below the decision Alarm Goes Off ai i m j ai Ready to Wake Up We can add text to the connectors by double clicking on them and typing y YE s Y We can continue adding symbols in the same manner There are also a few keyboard shortcuts to make construction even faster Hold down the Ctrl key and press an arrow key to add a symbol in that Chapter 3 Automatic Shape Connectors direction from the selected shape To add text faster you can use the Tab key to move from symbol to symbol The second decision labeled Sunny Outside is the beginning of a split path so to add the processes attached to it we ll need a different button In SmartPanel we can use the Split Path buttons to add two processes below Sunny Outside Y Sunny Sunny Outside 3 Split Path lt n Outside gt amp Join Paths We add a few more shapes and the flowchart is built Chapter 3 Automatic Shape Connectors 67 Yes The only thing that is missing is the line from Press Snooze to A
57. data choose a chart type from the menu under Ei Create New Chart in SmartPanel Adding Series and Categories A chart is made up of series and categories A series is an aspect being analyzed by the chart such as a person or company A category consists of one instance of each series such as a year For example suppose we are modeling the sale of a set of products over a few years Each product would be its own series and each year would be a category containing sales data for each product Chapter 4 Working with Items in the Work Area e Series A Category Series are typically assigned a color which is different from that of other series so that they are distinguished and each category has one of each color If you added a blank chart without importing your own data you may wish to add more series or categories or you may want to remove some In SmartPanel you can click Add Series or Add Category to add a series or category respectively Or you can click di Remove and choose either Remove Series or Remove Category from the menu to remove the selected series or category Add Add Show Swap Series Pie Series Category DataTable amp Categories Data Chart Data You can find controls to add series or categories in the Chart Data group of the Chart tab as well Adding Data to a Chart If you created a chart by importing data you won t have to add much more data to your chart However if you added
58. distance between the end points of the line The total length of the line f The length of each line segment Font The area of the shape Extension lines The Show Dimensions Checkbox Button in Floor Plans SmartPanel Resizing Items to Scale Although symbols are already drawn to scale you may wish to give them different measurements If the dimensions are shown at least when the symbol is selected you can click on a dimension and edit its number When you click somewhere else or press the Enter key the symbol is resized to match the dimension Chapter 4 Working with Items in the Work Area aso 10 gt 4 Typing a New Dimension to Resize a Symbol Otherwise you can always use the Position amp Size group of the Design tab Select an item then use the increase decrease buttons to change the size or you can click on the dimensions shown in the group and edit the numbers there coe Width 1 53 N o E Position amp Size a The Position amp Size Group of the Design Tab Working with Layers Chapter 4 Working with Items in the Work Area 1160 You can make your visual in several Layers You can think of a layer as a stack of transparent sheets of paper to which you can attach symbols and lines Then you can change the order of the stack to view and work with a different set of items Layers provide a way to keep items separated so that they cannot interact w
59. e Insert Table group of the Table tab while the table is selected Another way is to use the buttons in the Rows amp Columns group of the Table tab where you can add a column to the left or right of the selected cell or a row above or below the selected cell Or you can delete a column row or the contents in those cells E FH Join Cells Fa Split Cells Delete Inset Inset Insert Insert ia m Left Right Above Below 7 Distribute Rows amp Columns The Rows amp Columns Group on the Table Tab Some table based visuals also have similar controls in SmartPanel Chapter 4 Working with Items in the Work Area 390 The Format Group from Affinity Diagrams SmartPanel You can also format your table further using the remainder of the Rows amp Columns group You may want to join a few cells to make for example a header cell To do this just click and drag your mouse to highlight all the cells you want to join and click Join Cells The cells are instantly transformed into a single cell Joining the Top Three Cells into a Single Cell Perhaps you d like to break one cell into two side by side cells Just select the cell or highlight several cells then click EH Split Cells Each selected cell is instantly split into two cells ai aon t a Splitting the Top Three Cells Working with Text SmartDraw is primarily meant for building visuals rather than editing text but every visual needs text in
60. e Preview Area to the last screen it had shown Once you use the Back button the Forward button becomes available so that you can return to the screen you had been viewing when you clicked Back The Home button will take you back to the top level of the Home Screen in this case as if you had selected Templates under New again The rest of the Navigation Bar is devoted to breadcrumbs Each breadcrumb is a link to a page in the path you took to reach your current location in the Template Preview Area Just click on a breadcrumb to go back to that page Open a Recently Used Visual In the left column of the Home Screen click Documents under Recent In the Template Preview Area will be any saved file you have created or opened with SmartDraw Simply click on the visual you would like to revisit E Search New T Basics fm Templates Recent im Documents B Templates Chapter 1 Building Visuals Using SmartDraw C Open a Recently Visited Template Even if all you did was open and close a template SmartDraw records which templates you open so that you can quickly find them again Click Templates under Recent in the left column of the Home Screen to view these recently visited templates Et Search New Basics co Templates Recent Documents co Templates The last template visited is the first on the list Using the Application Screen to Build a Visual Once you ve opened a visual template you
61. e libraries to Place all of the new libranes and subfolders created into the SmartDraw library category Library Browse STEP 4 Set the symbol properties Set the cale and other properties for each of the symbols in your new libraries STEF amp Press the Convert Files Button to begin Allot the GIF files in each folder wall be converted into one or more branes The folder name will become the library name The name of each orginal clipart file becomes the name of that symbol in the new library Convert Files The SmartDraw Library Builder Wizard Dialog Box The library you create can be accessed by clicking More in the Library Selector Menu You can find the library under the category you selected for it and the library itself will have the name of the folder you imported Adding Symbols to a Library You can drag any item in the Work Area into an open library in SmartPanel to add it to that library When you do this a dialog box appears asking if you d like to add the item When you click OK a second dialog box appears where you can specify some settings about the item as well as give it a name Chapter 4 Working with Items in the Work Area Ce Edit Symbol Preferred Size fe Use Fixed Size Scale to Ruler Settings eae ee Ee aE Deea width 1 44 Height 1 10 Units Enter Text io io io Attaching to Lines Adjust the point within the shape that attaches to lines by dragging t
62. earch results by clicking the Previous and Next buttons in the Search Bar When you have found the visual you want to open just click on it to get started Open More Specific Templates and Examples In the left column of the Home Screen click Templates under New Chapter 1 Building Visuals Using SmartDraw 1000 Et Search New Basics im Templates Recent Documents Templates In the Template Preview Area there are several file folder buttons organizing visuals by their function Click on one of these to open it More Symbols e AE aa Click on a library name to preview J SmartDraw Explorer ES My Favorites 2 Search Results aa i RE Guide Signs y Regulatory Signs 2 y Warning Signs e warni o 2 B pute Sign L State Route Sign County Route Sig Interstate Route 5 Off Interstate Bus Off Interstate Bus Close Open Library OK Chapter 1 Building Visuals Using SmartDraw Inside these folders you ll find visuals relevant to the topic of the folder as well as more folders When you find the visual you want to create click on it to get started At the top of the Home Screen you ll find the Navigation Bar complete with QO Back and Forward buttons a Home button and breadcrumbs SmartDraw E i Home Quality Manag Examples Mind Map Exa The Navigation Bar The Back button will revert the Templat
63. ech support phone numbers and Frequently Asked Questions SmartHelp Within SmartDraw you can click the Help button on the right side of any screen to open an in screen window of step by step instructions and tutorial videos What s great is that the SmartHelp window will stay open while you work on your visual so that you can read along without having to close it or change screens Welcome to SmartDraw A SmartDraw al Recent et Collections B Custom Categories ud More Flowchart Cause amp Effect E Certificates Tin Charts amp Graphs eJ Decision Trees Engineenng Floor Plans PowerPoint Builder Project Gantt Chart z Flowcharts E Flyers Forms 5 Maps a Marketing Charts Mind Maps SWOT Diagram Timeline fore eee Network amp Web Design Org Charts Presentations F Project Management eee Software Design Strategy amp Planning Timelines Chapter 1 Building Visuals Using SmartDraw Opening a Visual Template SmartDraw has many templates for the visuals it offers Each of these templates has special settings and a special set of buttons that make building a particular visual fast and easy so it s important that you choose the right template When you open SmartDraw you ll see the Home Screen The Home Screen There are a few different ways to open a visual Start a Basic Visual Template Chapter 1 Building Visuals Using SmartDraw z When you first open SmartDraw noti
64. ed text Click on a number to select it or click Custom to define your own font size E Click the Bold button to make the selected text bold T Click the Italics button to italicize the selected text Chapter 2 The Ribbon eee U Click the Underline button to underline the selected text X Click the Subscript button to make the selected text a subscript Ar Click the Font Color menu button to open the Font Color menu where you can select a solid gradient or texture color for the selected text 2 Click the Text Symbol button to open the Insert Symbol dialog box where you can choose a text symbol to insert into the selected text Insert Symbol Select Character to Insert OF Font Normal Test Add Font Cancel Help esee b t e lols ese fes E eB oE F eHh akmuo jaers Th ePrize h alejelafeiflojnli fi fki fin ole la Fe SEPT oP Bp es E a e EE Tula a e apere AAA AAA EEEN i i i eie oo eooo eje a pelele jejee ji fili ilala j l le j N eu fapa fs fe f The Insert Symbol Dialog Box Click the Font Group Dialog Launcher to open the Font dialog box which has some of the controls in the Font group conveniently placed into a dialog box with a sample preview Chapter 2 The Ribbon 340 Font style Regular l P italic Cancel Viinda Bold F Webdings F wingdings F wingdings 2 F Wingdings 3 Bold Italic Sample Superscript Subscript AaBbYyZz
65. er you can always add a table to any visual When working with tables you should use the Table tab Please visit The Table Tab for a full description of the buttons found on this tab Adding a Table To add a simple table choose the number of rows and columns using the menu buttons then click Table on the Table tab Rows 6 Columns 3 3 N Insert Table Adding a Simple Table You can also click the under the Table button to view a menu of preset sizes of simple table for you to insert In the menu as well you can click Define to open the Add New Table dialog box where you can make a more advanced table Chapter 4 Working with Items in the Work Area 88 Add New Table Select a Table Format Preview ok Simple Columns Simple Rows L Cancel Headings with Grid i Headings with Columns Columns 1 Columns 2 Lett Align Fhoto Parameters Number of Rows E Number of Columns 3 Remove Do not include any of the text shown when applying this format The Add New Table Dialog Box In this dialog box you can choose from a variety of premade table formats which you can preview You can also define the number of rows and columns in your new table When you have defined the table click OK to insert it Working with Table Cells You can always change the number of rows and columns to a table you have already added One way is to change the numbers in the drop menus in th
66. er various types of labels appear as well as controls for when the chart is quite large P The Data button opens a menu where you can choose whether and how data point labels are displayed li LJ The Horizontal Axis button opens a menu where you can choose how and whether the various labels of the horizontal axis are shown as well as whether there are tickmarks along the axis Haiii The Vertical Axis button opens a menu where you can choose how and whether the various labels of the vertical axis are shown as well as whether there are tickmarks along the axis LLTI ka The Group Labels button allows you to condense labels by date or by number The options in the menu are grayed out unless your chart becomes so large that the labels are illegible and crowded such as a chart with 100 or more categories The Format Labels button opens a menu where you can format the labels you have grouped This button is grayed out unless you have used the Group Labels button on a large chart The Picture Tab The Picture tab is made up of controls for inserting and formatting images from your computer s files Chapter 2 The Ribbon sg Poo E C r is a pE i D Picture Open Pan amp Crop Trim to Brightness Contrast Camera Folder Picture Webpage Zoom Shape Get Images Picture Size Exposure The Picture Tab The Get Images Group From Picture Open Capture Camera Folder Picture Webpage Get Images The Get Images group
67. essensceeseeecesseneess 72 COPS ME Br NO ea cai coceseteticgnan taccoseac E E E baacnnccueeroa E 73 Chapter 4 Working with Items in the Work Area cccccsseccccssscceceeseccceeseccceeeecceeeusececseneceseeneceetaueeetsuneees 75 WOrKINE NEE O aaa A A 75 PROGINS VINDO aea E E ssecimeedescesenneee 75 adine More SV OND OS een E aticoneseacas cuando nave iteoaetaaeoneendanieee anos 76 7 A 01 8101 BL 9 gra gl k eee ene a a ene eer ee RC ee ene ae eee eee 78 WOPKING With LINES vnc d ncadusaresicvedachnadesstedesaisieeadasatedsardntensioantesanmoddeondvsasennandetecadnsatesevedgeacndesntoseentetbealanatods 83 Connecting Symbol Wt EIN CS cc ctssncsetescatecesiacesetenceseeatesncseinaeusseeiecesuttacesasataooesedecwaissserenueeiceemecctonans 86 NY CONICS WEN TADE races asters dee E S T 88 Adding a Fe VO stare so ecnhasaienstverdavevadneasstaseasiacedusataecasude E AE E 88 WORDE WIC WHO CGI S oera osoaadncssenecuctsonadncteterouesenee E 89 NOTIN pace se oc orc ce eerste ee esac inseam N 90 AUGE TEKO VNO a etna Steen ne aren me oe a ene ne on ae eee eee 91 Adano TEXO LINE aeo o ei 92 Adding Text to Table Cells aes boners Tp T sateaswassessanecacesieceac tac 93 Addme Frec TIO CS TORE eaa A E E E 93 Moving Items in the Work Area cccccsssccccessecccceseccccescceesusececeueceeeueeceeeeusececsueceseugecesseneessegeesetsunesss 94 RESIZING Items inthe WOFK AIR cinstcnccaveststsanradsedaninsednsawodedscaniesten dteisestiataiieaiansadabenesuambdesenhic
68. ever sometimes you need to draw a special line that Automatic Shape Connectors can t do Chapter 4 Working with Items in the Work Area 860 For the visual templates in which you are most likely to need the ability to connect symbols an optional feature is activated by default allowing the line to be anchored to the symbols so that moving a symbol caused the line to readjust itself in order to stay attached If lines in your visual do not seem to attach to lines you can manually activate this feature late Click the k SmartDraw Button in the upper left corner of the window Then in the menu that appears position your cursor over Options then make sure Allow Lines to Link is checked in the right side of the menu Activating the Feature Used for Connecting Symbols with Lines Chapter 4 Working with Items in the Work Area eS Now choose a line shape see Adding a Line above click on the border of one symbol where you d like the line to be attached and draw the line to the other symbol As you approach the second symbol connection point appear along its border showing where the line can be anchored When the line snaps to the desired connection point and your cursor is an anchor shape release the mouse button Drawing a Line to Connect Two Shapes Working with Tables Tables are a simple yet useful tool for organizing any quantity of data In fact many of SmartDraw s visuals are based on tables Howev
69. f images from your computer you can create a new library to hold those images To do this click the SmartDraw Button in the upper left corner of the window position your cursor over Utilities and click Library Builder Wizard Chapter 4 Working with Items in the Work Area 3000 SmartDraw Untitle X PPa Spellcheck l E Options b X Exit Starting the Process of Making a Symbol Library from a Folder of Images This opens the SmartDraw Library Builder Wizard dialog box where you can indicate the file format and folder location of the images you want to add You can also choose where among the existing libraries your new library will be stored and you can set up properties for the images for once they become symbols Finally at the bottom you can click Convert Files to build your library Chapter 4 Working with Items in the Work Area ao SmartDraw Library Builder Wizard Convert your clipart files into SmartDraw symbol branes by following the simple steps below STEP 1 Choose the type of file you want to convert GIFE GIF STEP Choose the folder of files that you want to convert f Convert all the GIF files in this folder into one library Mone Convert all the GIF files in this falder s subfolders into multiple libraries C Documents and Settings all Users Documents My p Pictures 5 ample Pictures DTOWSE STEP 3 Choose the category you want to add th
70. han one row is selected the same number of rows will be added below them When more than one cell is selected the Join Cells button will merge the cells into one cell by removing the gridlines dividing them The Split Cells button divides each selected cell into two side by side cells by adding a gridline Ht e e A The Distribute button opens a menu from which you can choose to space rows or columns evenly That is all rows will have the same height or all columns will have the same width The Table Style Group agi Fill Gridr Format Table ke Effects Table Style The Table Style group has buttons for changing the color and style of the table cells or the entire table E The Format Table button opens the Format Table dialog box where you can select a premade table format and define the number of rows and columns You can also add your own table formats so that you can apply them to other tables later Just format a table manually click this button then click Current Settings in the list and click Add to List Format Table Select a Table Format Preview Current Settings Simple Grid Simple Columns Cancel Simple Rows Headings with Grid Headings with Columns Help Columns 2 Parameters Number of Rows E Humber of Columns E Resize the table to fit inside the selected shape if possible Remove Do not include any of the
71. haw Comments Use the 4 Previous Comment and F Next Comment buttons to read the comments in their numerical order The Help Tab The Help tab only consists of one group the SmartDraw group It contains the buttons you need to find help and maintain your copy of SmartDraw a Tech Updates About License Support SmartD rave 7 The Tech Support button will instantly take you to the Support page of the SmartDraw website in a new tab or window of your default internet browser From there you can get the help you need from one of SmartDraw s experts Chapter 2 The Ribbon 63 Y The Updates button will instantly take you to the Patches amp Updates page of the SmartDraw website in a new tab or window of your default internet browser From there you can click on the latest updates to download them so that your copy of SmartDraw is up to date X The About button will open a window giving you the version number license number and more about your copy of SmartDraw Click on the window to close it The License button opens a dialog box where you can view your current software licenses Chapter 3 Automatic Shape Connectors Most of the visuals offered by SmartDraw have a specific structure to them with shapes and symbols connected by lines in a particular layout It can be quite tedious to make sure everything is laid out and spaced nicely and once the visual is finally perfect you wouldn t dare
72. he Work Area 7 For some visual types there will be other libraries for you to choose from in the Library Selector menu For example in the gallery for Planograms shown above the Shelf Units and Storage library is open but there are also Clothing and Products libraries available as well Click on one of these libraries to open it in the gallery If none of the offered libraries has the symbol you want to add click More in the Library Selector menu to open the More Symbols dialog box More Symbols Symbol Libraries O Click on a library name to preview HE Landscape Design Landscaping H E Maps HE Marketing Charts AME My Symbols E E Network Design HE Office H E Org Charts EE Retail amp Planograms Sy Shelving amp Products n a Clothing E Products A Shelf Units and Storage H E Storefront a Bedroom Elevation ae Doors amp Windows Elevation amp Kitchen Elevation ae Living amp Dining Elevation H Roads amp Freeways close Open Library ox The More Symbols Dialog Box In this dialog box you can type in a keyword to search for a particular symbol using the search bar at the top of the left column When you click the Search button a folder called Search Results appears with all the libraries containing symbols related to your keyword search You can preview a library by positioning your cursor over the library name or click on the library n
73. he Work Area by clicking and dragging the item to a new position Manually Dragging a Shape in the Work Area If the item you are moving is a table or shape with no fill make sure you click on its border to move it so looks like so that you will be moving the item rather than resizing or rotating it You can also move a symbol one pixel at a time by clicking on it to select it then using the arrow keys on your keyboard However if the visual you are constructing employs Automatic Shape Connectors you may not be able to use this feature since the symbols are connected Chapter 4 Working with Items in the Work Area CE For more on how to move automatically connected symbols visit Chapter 3 Automatic Shape Resizing Items in the Work Area When you click on an item black square handles appear along it or its border To resize an item simply click and drag one of these handles F I on E a Sees IS a Dragging the Bottom Right Handle to Resize a Shape Most library symbols can be resized disproportionately To resize the symbol proportionately hold down the Shift key while dragging the handles If the symbol you are working with resizes proportionately by default holding down the Shift key will cause it to resize disproportionately By default symbols automatically grow as you add text to them so you won t have to worry about resizing those symbols manually However if you are creating a visual with m
74. he diamond shown in the Image You can also adjust its position using the controls below Across 50 00 Down 50 00 pa Symbol Name The grayed settings are assigned automatically to the SmartDraw objects contained in this symbol To change these uncheck the Automatic bos above English The Edit Symbol Dialog Box Working with Lines ud x Cancel Help Mw Automatic Settings Checking thit bos sets the growing text and connect point properties to those automatically provided by SmartDraw Mw Change colors Checking this box will allow you to change the colors of borders and shapes uzing the Shape menu This may not work for some user created zpmbols Fress Help for more details For most visuals SmartDraw will do the majority of your line drawing with Automatic Shape Connectors However you always have the ability to manually draw lines as well Adding Lines Some SmartPanels include a line drawing tool Z The Lines Group of Some SmartPanels However you can always find the Line button in the Tools group of the Home tab Both buttons can perform the same tasks Chapter 4 Working with Items in the Work Area Ee ill Shape Arrowheads T Tools Pa Straight Line E De J J Curved Connector AY Freehand Line i Polygon Line The Line Button and Menu in the Home Tab The only d
75. he selected series with that image Chapter 4 Working with Items in the Work Area a06 E Import Image Ca Libraries E Image Fill Type Filling a Series with an Image You can change how the image fills the series by clicking Image Fill Type below the gallery In the menu that appears you can choose from a variety of options You can even create a custom value for each image if you choose to stack the images We recommend that you try each one so that you can see which one looks best for your chart l 3 Image Fill Type Image Fill Type w Stacked Images Images Represented by Size Stretch Image Span Image Across Image Value fa Select Value for Stacked Image The Image Fill Type Menu You can also import your own images with which to fill a series While the series is selected click Import Image in the Style group and search your computer for the image of your choice The image you choose is instantly inserted into the series Chapter 4 Working with Items in the Work Area 107 Want to search for more SmartDraw symbol libraries Click Libraries in the Style group then choose More For more on how to use the More Symbols dialog box see Finding More Symbols Working with Maps SmartDraw offers two different types of map template The Map template offers symbols in the shape of countries and states which you can stamp The Live Map template uses Google to build a custom map to which you can als
76. ifference is that if you click Draw Lines in SmartPanel the default line shape is Shape Connector where as the default line shape of the Line button in the Home tab is Straight Line You can always choose the shape of line you want to draw Either click the Line Shape menu button in SmartPanel orthe below the Line button in the Home tab In the menu that appears you ll find a selection of line shapes The Straight Line shape allows you to draw a straight line in any direction and with any length Once you have selected this line shape just click where you want the line to start hold down the mouse button drag the mouse to draw the line and release the mouse button when the line is the correct length H The Curved Line shape allows you to draw an arc Draw it just like you would draw a straight line Once the line is drawn you can use the central black square handle to adjust the depth and direction of the arc E g r gt o D j D A oa Dragging the Center Black Square Handle to Change the Depth of the Arc T The Shape Connector is specially designed for attaching to shapes and other symbols By default most symbols have a predefined set of connection points where lines can be anchored To draw a Chapter 4 Working with Items in the Work Area ga shape connector line click where you want the line to start then simply click again where you want the line to end When the line is connected to a symbol you c
77. in addition to a few more settings Shape Properties aow OK C Froportionally Select the way the shape can be re sized E borrau Proportional growth maintains symbols original Beisel shape and prevents distortion C Vertically only Help Apples only to certain shapes Show Dimensions Show Area Always C Onk when selected Never Always show the area of the shape Linking Allow shape to link to borders Allow shape to link to cells in table Check these bores to allow the shape to attach to the border of another shape or to attach Inside a cell in a table Do not check spelling Checking this box turs off spelling correction for any text contained inside the shape Print as Transparent Checking this bos marks the shape as transparent so that it will print properly Allow Image Drop Checking this bos allows mages to be dropped into the shape The Shape Properties Dialog Box The OLE Group E Links gq Objects ae The Links button opens the Links dialog box where you can manage the OLE links in the visual For an object to be linked you must have inserted it using the Paste Special control in the Paste menu on the Home tab and chosen Paste Link in that dialog box In the Links dialog box you can update a linked object open the source from which the object is linked break the link and so on Chapter 2 The Ribbon 430 Cancel Update Ho
78. ion opens a specific dialog box with options for saving your visual to that file type Most include an option to name the file and choose a location on your computer Chapter 5 Exporting Printing and Sharing a Visual az Save ir O FlowchartE sample My Recent Documents Desktop My Documents My Computer a File name Flowchart xam le My Network Dave as type JPEGRIPG Cancel Places Help The Export Dialog for JPEG The exception is the Export to HTML Files dialog box which appears after you click HTML in the menu Instead of saving a file a folder containing all the files you need to upload to your web server is created This is usually a GIF file and a HTM file Export to HTML Files tee cael Settings Size of web page in pixels 495 915 Change Image Format GIF 256 Colors T Include hyperlinl Export ta HTML Files gt Export to Folder AMAM eE Browse ln Path C Documents and Settngs heathercthy Documents The Export to HTML Files Dialog Box Chapter 5 Exporting Printing and Sharing a Visual 1260 Printing a Visual Before printing a visual you may find it useful to check the size of it Because the Work Area automatically grows as you add more items you may not realize how many pages your visual may take up Also the default printing setting is usually to print your visual on a single page If your visual is large this mea
79. ir face is shown inside the shape The Pan amp Zoom Toolbar i The Crop button opens a menu containing a selection of proportions to which you can crop the image such as 4 x6 R If you inserted an image into a shape other than a rectangle the Trim to Shape button will cut the image so that the parts of the image not shown are removed This can save disk space especially if you have inserted many pictures The Exposure Group o 9 Brightness Contrast Exposure The Exposure group has buttons for changing the quality of the image itself Chapter 2 The Ribbon Ca The Brightness button opens a menu in which you can adjust the brightness of the image by a percentage ual F D The Contrast button opens a menu in which you can adjust the contrast of the image by a percentage The PowerPoint Tab You can use the PowerPoint tab to animate your visual so that it appears step by step when you export it to Microsoft PowerPoint This will help your viewers to follow along with you as you analyze your visual during your presentation J e b Next Step 1 id U cu Include 2 Step previous Send to Animation ee ni Le Preview 2 OFS PowerPoint salina Categories inn H Cancel Export Animation The PowerPoint Tab The Export Group Ea Include Send to Animation PowerPoint
80. ith Grid i Headings with Columns Columns 1 Columns 2 Lett Align Fhoto Parameters Number of Rows E Number of Columns 3 Remove Do not include any of the text shown when applying this format The Add New Table Dialog Box The Rows amp Columns Group FH Join Cells FY Split Cells Delete Insert Insert Insert Insert an m Left Right Above Below 7 Distribute Rows amp Columns The Rows amp Columns group has buttons for working with table cells Most of the buttons in this group are grayed out unless you have clicked inside a table The Delete button opens a menu containing options to remove a row column or the contents of a row or column It s enough to click inside one cell in the row or column you want to delete or clear the contents of Fe The Insert Left button adds a column to the left of the column containing the selected cell If more than one column is selected the same number of columns will be added to their left Ei The Insert Right button adds a column to the right of the column containing the selected cell If more than one column is selected the same number of columns will be added to their right The Insert Above button adds a row above the row containing the selected cell If more than one row is selected the same number of rows will be added above them Chapter 2 The Ribbon ES The Insert Below button adds a row below the row containing the selected cell If more t
81. ith each other and so that you can hide an entire set of items from view with a single Click Although most visuals do not require the use of layers there are several common applications For some Floor Plans it may be desirable to place wiring or crime scene evidence on a different layer from the floor plan In Swim Lane Flowcharts the swim lanes are kept separate from the flowchart so that the lines do not interfere with each other In Web Page Annotations the screenshot of the web page is on a different layer from the annotation symbols Layers also make it easy to create a worksheet with an answer key that can be hidden The Swim Lane Flowcharts and Web Page Annotations templates start with layers already created for you For all other visual templates you must add your own layers if you would like to use them Begin by clicking the al Layers button in the Page Setup group of the Page tab In the menu that appears you can add or manage layers and make changes to the selected item in the Work Area with respect to the layers Sa New Layer Ti Define Layers Show All Layers Mowe Object to Layer E l Eh Bring to Front of Default Send to Back of Default The Layers Menu Click Define Layers to open the Define Layers dialog box Here you can add new layers edit existing layers and more Define Layers what are Layers Each shape and line in a SmartDraw drawing belongs to a laper You can create and manage add
82. itional layers here You can make each layer visible and clickable independently ou Lancel could use this to separate furniture from walls ina floorplan for example All new shapes are drawn into the top layer You can move different layers to the top using the Move Layer Up button You assign shapes to different layers using the Move Shape to Layer command This ts found under the Layers menu and not in this dialog Layers Name Visible Clickable Objects Default Add a Mew Layer Edit Layer The Define Layers Dialog Box Of course there is always at least one layer to your Work Area and it s titled Default To add another layer click Add a New Layer This opens a second dialog box where you can give the new layer a title and define some properties Chapter 4 Working with Items in the Work Area 7 e Visible means that when this layer is not on top you can still see it When this box is unchecked all items on that layer will disappear if another layer is selected e Clickable means that when the layer is not on top you can still click on and manipulate items on it Once you have defined the new layer click OK and the layer will be added to the list in the Define Layers dialog box You can always edit the title and properties of the layer by selecting it in this list and clicking Edit Layer When there are two are more layers in a visual silver layer tabs appear at the bottom of the Wor
83. k Area You can click on these to quickly switch from layer to layer You can also quickly change the properties of a layer by clicking on the small arrow on its tab Layer Tabs When you print export or share your visual pay attention to which layer is on top because SmartDraw will print what is visible If a layer which is not visible is not on top it will not appear on the printout Chapter 5 Exporting Printing and Sharing a Visual Being able to share your finished visual quickly and easily is just as important as building it With features such as the Quick Access Toolbar and Microsoft SharePoint integration SmartDraw makes sure sharing your visual is a snap Setting up the Page As you add items to the Work Area it will automatically expand to make room for your visual Because of this you may not realize how large your visual has become When you share your visual you ll want to check the settings in order to avoid squeezing a large visual onto one page or making a 100 page file or printout Click i Work Area in the Page Setup group of the Page tab to open the Set the Work Area dialog box Chapter 5 Exporting Printing and Sharing a Visual e Set The Work Area Preview Cancel Help a ee Set the Size of the Work Area Add pages to the work area by increasing ether the Pages Across or the Pages Down Remove them by decreasing these values You can only remove blank pages Removing 4 page removes all
84. larm Goes Off This is a very specialized line so we ll have to draw it ourselves We click Draw Lines in SmartPanel to change the cursor to a pencil icon Chapter 3 Automatic Shape Connectors 68 Then we click on the edge of Press Snooze where we want the line to start and click again on the edge of Alarm Goes Off The line is automatically anchored to both shapes so that it will adjust itself to stay attached to them even if you move one of the shapes i Press Snooze Press Snooze Now we just add some color using the Quick Styles and Themes buttons in the Home tab and we ve built the flowchart Mind Maps Mind Maps and other similar visuals consist of shapes branching from a central main idea shape Dist riharte Dalene Trade Show _ Spader a J l Aivwerise A Mind Map Just like Flowcharts the Mind Maps SmartPanel has buttons that make building a visual like this as easy as a few clicks Chapter 3 Automatic Shape Connectors 69 Build EH Add Topic o ofa Add Subtopic 0 Demote oe Promote Gl Delete Use AutoStyle View as Mind Map 7 The Build Group of Mind Maps SmartPanel You don t even have to choose symbols from a symbol gallery Just click Add Topic in SmartPanel to add Main Topic En Add Topic x3 boxes attached to the central shape ya Main Topic ed Click Add Topic
85. line access click Caching Caching E Cancel Apply In the Permissions Dialog click on Add to selectively add permissions to the folder Permissions for SmartDraw 2 xi Share Permissions Group or user names lt 8 Everyone i Remove Permissions for Everyone Allow Deny Full Control Change Read OK Cancel Apply 4 Under Normal Server configurations you can give access to users groups or built in security principles Chapter 5 Exporting Printing and Sharing a Visual 1340 Select Users Computers or Groups ki xi Select this object type Users Groups or Built in security principals Object Types From this location smartdraw com Locations Enter the object names to select examples Advanced Once permissions are set your share on the server should be ready l E SEIVEr md SmartOr avy T Printers and Faxes A Note on Permissions The administrator installing SmartDraw should have Full Control over the folder It is recommended that you give users Change and Read permissions to the folder so they can freely access the program and make changes to libraries if necessary In the event you wish to lock down the environment you can set the permissions to Read only for the folder with the exception of one file SDX DLX that is created after you install SmartDraw This file keeps track of the number of
86. llite image with roads superimposed on it The Zoom slider allows you to zoom in or out on the map You can also use the scroll wheel on your mouse The Map Size menu button allows you to choose from a variety of sizes for the area of map shown This changes the actual size of the viewing square whereas the zoom changes the size of the features of the map The remainder of the Format group is used only if you use the Overlays group below it so we will return to it after discussing the Overlays group The Overlays group allows you to insert markers and overlays highlighting the locations you wish to illuminate in your custom Live Map Chapter 4 Working with Items in the Work Area a09 If you want to plot something like regional sales or the location of offices and this data is already ina spreadsheet or outline click Add Data amp Markers to import data from a file with a format like TXT CSV TSV XLS or XLSX Or you can choose to paste or type your data into the dialog box SmartDraw will automatically read your data and place a marker at each location Under the Add Data amp Markers button is a tree of checkboxes for countries states zip codes cities and so on Click a checkbox to automatically generate an outline of that region Sagon Idaho i y Cai Add Data amp Markers Salt bake GT usa 5 Alabama Alaska z a Arizona O i a i eee E E eg se ag
87. lor to your visual just as easy as building it Themes You can change the entire color scheme of the visual with a single click Themes provide a professional color coordinated appearance to the entire visual In the Home tab just click on a theme in the Theme group and all colors are instantly changed Quick Astra Chinesan ihemum Chapter 1 Building Visuals Using SmartDraw 0 Changing Themes from Default to Cornflower However if you manually color an item in the Work Area and then change the theme the colors will be overridden so that they match the theme Instead you should color items using Quick Styles Quick Styles You can apply a fill color line color and style text font color and size and more to selected items in the Work Area using Quick Styles Just click on an item in the Work Area or hold down the Shift key and click on several items to select it Then click the Quick Styles button in the Shape Style group of the Home tab and choose a style from the menu Let s style this shape Changing Quick Styles In the image above changing Quick Styles turned a gray gradient fill to a solid blue fill changed a thin dark gray border to no border and added a drop shadow Chapter 1 Building Visuals Using SmartDraw The colors offered in the Quick Styles menu are determined by the selected theme When you change themes the colors change to match the theme but
88. ms on the clipboard When you use the Paste control in most programs the last thing you copied will be inserted F The Format Painter button allows you to copy the formatting that is fill color font and so on of an item and apply it to other items To do this click on the item which has the format you would like to copy then click Format Painter and click on the item to which you want to apply the format The Tools Group eA TI Z Shape Line Arrowheads Tools The Tools group contains simple controls that can be quite useful for building your visual k The Select button changes your cursor so that clicking on an item selects it Click the below the Select button to open the Select menu for more selection options Chapter 2 The Ribbon ac Show Rulers E Show Grid Use Snaps Show Rulers iw Ruler Settings L Standard W Floor Plan Standard Metric Floor Plan Metric a Custom The Select Menu Click Select Multiple to change the cursor so that you can click on several items to select each of them You can do the same thing by holding the Shift key and clicking on each item Click All to select every item in the Work Area You can also hold down the Ctrl button and press the A key Click All Shapes to select every shape symbol and anything else that is not a line Click All Lines to select every line in the Work Area Click Delete to permanently remove all selected
89. n empty library to which you will be able to add symbols manually and one at a time To do this click the KA SmartDraw Button in the top left corner of the window then position your cursor over Utilities In the menu that appears to the right click Create Library Chapter 4 Working with Items in the Work Area T SmartDraw Untitl ce Open E Import Po ama Utilities F P Close Starting the Process of Creating a New Library This opens the Create a New Symbol Library dialog box where you can name the library and place it into a category If you don t choose a category your new library will be placed in the My Symbols folder which is accessible when you are searching for more symbols Chapter 4 Working with Items in the Work Area 79 Create a New Symbol Library Marne Choose a name for the library he Cancel Help Category Select a category or folder for the library or create a new one Create a new category The Create a New Symbol Library Dialog Box When you click OK an empty floating library window appears ready for you to add symbols If you prefer to show the library in SmartPanel you can drag it on top of the gallery If SmartPanel does not have a gallery you can also click the Library tab next to the SmartPanel tab to show the library a My New Library Siz x A New Empty Symbol Library in a Floating Window If you d like to add a folder o
90. network amp list of all computers that have used the program other than the server itself is shown below If you are running SmartDraw from the server itself you can disable any user that you no longer want to have access to the program This will release one of your seats for use by another computer Users that have executed this installation of SmartDraw Status SerialNumber User Name Enabled 1222554930 CONUNDRUMXP Enabled 947911409 GASHERBRUM1 User Status Enabled Disabled If you need more licenses we d be happy to explain the different options available to you Just call 858 225 3370 or toll free 800 817 4238 or e mail sales smartdraw com Chapter 5 Exporting Printing and Sharing a Visual 1390 Step 3 Creating Desktop shortcuts for your users 1 Now that you have SmartDraw installed on the network you can create shortcuts to the SmartDraw exe file so they can run the program Through Windows Explorer browse to the SmartDraw installation directory on the server and select SmartDraw exe and go to the File Menu and select Create Shortcut omar traw exe shortcut 2 Deploy the shortcut to your users and they can click on it to run SmartDraw at any time Chapter 5 Exporting Printing and Sharing a Visual o g Shortcut to SmartDraw Properties Security Details Previous Versions General Shortcut Compatibility Shortcut to SmartDraw Target type Applica
91. ng your visual SmartDraw has one click export options allowing you to animate and place your visual into a Microsoft PowerPoint presentation save your visual as a PDF or other file type or place your visual into Microsoft Word or Excel This User Guide provides detailed instructions in using these revolutionary controls You can find additional help in a variety of locations Welcome to SmartDraw ao The Resources Section of www SmartDraw com Visit our website s Resources section for access to the SmartDraw Training Center Tutorials Graphics Glossary and more SmartDraw Communicate Visually Overview VisualCoach Visipedia Tutorials Learn How to Communicate Visually Become a SmartDraw expert and learn how you can turn your organization into a visual company VisualCoach Visipedia Tutorials Arrange to have a SmartDraw expert instructor Comprehensive encyclopedia of visuals of all In depth instruction on how to use visuals to give a live training session for you and your types increase productivity solve problems and organization improve communication HBtheta g Like W 8 likes Sign Up to see what your friends like Home Product Solutions Buy Download Training Examples Reviews Support About My Account Blog Sitemap All Rights Reserved 2011 SmartDraw LLC Tech Support Visit the Support section of SmartDraw s website for access to an email form as well as the t
92. ns SmartDraw will have to shrink it down perhaps so much that it becomes illegible For more on how to address these issues please see Setting up the Page It s as easy as one click to start the printing process Click al in the Quick Access Toolbar located in the top left corner to open the Print dialog box Printer Name SmartDraw POF Filter Properties Status Ready Type CUSTPOF Writer Where CPWPT844 Comment Print to file Print range Copies Al Humber of copies i l Fages from to 2 al g 7 m Options i Print on One Page Scale up to fit page OF Print to Scale Print the Grid Cancel Print Page Footers Preview Print Markup dailies Use a SmartDraw Printing Partner Use a SmartDraw Printing Partner to produce and distribute professionally printed presentations bound documents large format posters and high volume orders Use Printing Partner The Print Dialog Box In this dialog box you can choose a printer the pages and number of copies you want to print and a few more options Click Preview to see your visual as it will look on the page EN You can also reach these options and more by clicking the ki SmartDraw Button and positioning your cursor over Print Chapter 5 Exporting Printing and Sharing a Visual en SmartDraw Untitl p Print Preview Perspective Export Fm z Email s Spellcheck F B Options P 2 Utilities d
93. o add overlays representing data you import This section will cover Live Maps To insert a Live Map from the Live Map template begin by clicking Insert Map in SmartPanel Get Started Insert Map Edit Map The Insert Map Button in Live Maps SmartPanel However you don t have to use the Live Maps template to create a Live Map For example you can directly insert a map into a flyer or floor plan This is because you can always find the whi Map button on the Insert tab which will lead you to the same Google Maps tool Clicking either Insert Map in the Live Map SmartPanel or Map on the Insert tab will open the Google Maps tool window where you can enter a location or address to get started Chapter 4 Working with Items in the Work Area 108 Enter Address Zip or Location Name E Cardiff b nascar Santa Fe Map Type Road Map kal om E Map Size 2 Background Outiines over in M sh Show Markers Eucalyptus P e Show Overlays ravers ae 4 Ei A52 Santee a Mission Trails l Regional Bark 3 Mesa i LIL re Overlays eee tarit OEN gaan TF EA Cal Add Data amp Markers l Show Traffic Lakeside Shape Quality 2 P NA an i data 2009 Tale Atas INEGI Terme of Use The Google Maps Tool Window Within this window you can use the controls on the left side to further customize your map The Map Type menu button allows you to choose between a road map a satellite image or a sate
94. o make any changes Once you are ready to send your visual to Microsoft PowerPoint make sure Include Animation is checked in the Export group then click Send to PowerPoint If a presentation was already open the visual will be positioned on a new slide at the end of the presentation If not PowerPoint will open a new presentation with your visual on the first slide The visual may be reduced in size so that it can fit on a slide You can also click the button on the Quick Access Toolbar at the top of the window next to the SmartDraw button to send your visual to Microsoft PowerPoint Home Desion Insert Pace Table The Quick Access Toolbar Exporting a Visual to Microsoft Word Chapter 5 Exporting Printing and Sharing a Visual 1220 It s as easy as one click to send the contents of the Work Area to Microsoft Word as an image Simply click 23 in the Quick Access Toolbar which can always be found in the top left corner of the window Home Desion Insert Pace Table The Quick Access Toolbar If a Word document was already open the visual will be inserted where the text entry cursor is blinking at the time the same as if you had inserted an image using Word If a document is not open a new document is opened with the visual on the first page The visual may be reduced in size so that it can fit on a page in Microsoft Word You can t edit a SmartDraw visual fr
95. o reflect the change you made in its label Chapter 4 Working with Items in the Work Area 104 Editing a Data Label to Change the Value of a Bar When you press the Enter key the next data label is automatically selected so that you can just start typing to edit that data value Drag a Series by its Handles When you click on a series black square handles appear on each data point bar point or slice of the series You can click and drag this handle to manually adjust a data value As you drag the handle a temporary data label appears so that you can see the value lt gt Dragging a Handle to Change a Data Value Filling a Series with Color or Images It s easy to change the color of the entire series Just click on one data point bar line or slice of the series to select the entire series Then you can use the Style group of SmartPanel to choose a new color or image Chapter 4 Working with Items in the Work Area a05 The Style Group of Bar Charts SmartPanel Simply click on a color in the gallery to apply it to the selected series The swatch in the legend will also be changed to match the series For an even more professional look click Fill with Images This opens a library of images which are displayed where the squares of color had been Money Bag Dollar Bill Coin E is Men Women Money Ba w Clicking Fill with Images Click on an image to instantly fill t
96. ocuments from Visio whether you ve just opened SmartDraw or if you are already working on a graphic When you are ready to import a Visio document all you need to EN do to import a file from Visio is click on the B martoraw button Once you have clicked the button position your cursor over Import In the menu that appears are two options Import Single Visio File and Convert Folder of Visio Files The Import Menu If you click on the Import Single Visio File option it will open up your Open dialog box From there you will navigate to the SINGLE Visio file you would like to import to SmartDraw This option only allows one Visio file to be imported Look irr E My Documents d E BAM Music gry Pictures My Recent UltraEdit Documents Desktop Contains letters reports and other documents and files My Computer J File name My Network Files of type Visio 2003 20077 5D Cancel Places Help The second option Convert Folder of Visio Files can only be accessed when you are at the SmartDraw Homepage To get to the Convert Folder of Visio Files option all you need to do is click on the k Chapter 5 Exporting Printing and Sharing a Visual o SmartDraw button and position your cursor over Import In the menu that appears are two options Import Single Visio File and Convert Folder of Visio Files When you click on the Convert Folder of Visio Files options a Visio Import Dialog Box opens up Visio
97. om within Microsoft Word but it s easy to replace an exported visual by deleting it in the document then exporting the edited visual again from SmartDraw Exporting a Visual to Microsoft Excel Just like exporting to Microsoft Word it s as easy as a single click to export a visual to Microsoft Excel Just click 4 in the Quick Access Toolbar If an Excel workbook was already open the visual will be placed on the sheet that is open If a workbook is not open Excel will be automatically started and the visual will be placed on the first sheet You can t edit a SmartDraw visual from within Microsoft Excel but it s easy to replace an exported visual by deleting it in the workbook then exporting the edited visual again from SmartDraw Saving a Visual as a PDF When you click bel in the Quick Access Toolbar your visual will be saved as a SDR a SmartDraw file We recognize that you may wish to share your visual with people who may or may not own a copy of SmartDraw For this reason we make it easy for you to save your visual as a PDF which is readable by programs like Adobe Acrobat _ Home Desion Insert Pace Table The Quick Access Toolbar Just click in the Quick Access Toolbar found in the top left corner of the window The Export dialog box appears allowing you to name the file and choose a location in your computer to which to save your PDF Chapter 5 Exporting Printing and Sharing a
98. on and obtain a license Installation Installation Options There are two ways to install SmartDraw for use in an organization 1 Onanetwork server 2 On individual client computers Installing on a client computer The simplest way to install SmartDraw on an individual PC is to insert the program CD into the drive wait for setup exe to start and then enter the serial number when prompted Alternatively if your users have permission to install programs on their own PC they can self install from the setup exe setup msi copied to a network server share The steps required are 1 Copy setup exe setup msi from the CD to a location on a shared server See Step 1 Setting the server up properly for basic steps on how to create your shared directory 2 Send the network UNC path to the setup exe setup msi to your users and have them run the file 3 When they execute the file they will be prompted for the Serial Number to proceed with the install This is not however the most efficient way to install a large number of licenses onto client machines For mass deployment of SmartDraw you can use the Orca MSI table editor to change or bundle certain information directly into the MSI install After modifications you can use a distribution package to quickly install without any user action such as e Group Policy and the Active Directory e Systems Management Server SMS e Other remote installation software Installing on Windows 7 Vista
99. on in the Paragraph group of the Home tab To use this button be sure the ine and not the text is selected Bullets SP Spacing z E L Para la Examples of Each Option in the Alignment Menu Chapter 4 Working with Items in the Work Area 2o For lines which are not horizontal you can also specify whether the text should go along the direction of the line or stay horizontal using the Direction button also in the Paragraph group on the Home tab Examples of the Options in the Direction Menu Adding Text to Table Cells With most table cells all you have to do is click inside the cell and start typing to add text However some cells especially in premade tables like form blocks are locked to text editing so that clicking on them only causes them to turn blue rather than allow text entry You can unlock a cell by selecting it and then clicking T t Editing jn the Data group of the Table tab EREE Autofill fat Convert to Text Data You can use this tool to lock your own cells as well just uncheck the Text Editing checkbox button while the cells are selected You may find this especially useful when you are designing forms Adding Free Floating Text Text does not have to be attached to a preexisting item in order to be added Instead you can
100. only one installation of SmartDraw needs to be maintained and updated Step 1 Setting the server up properly To install on a server you must set up an appropriate network share On the target server create a folder called SmartDraw 1 Right click on the SmartDraw folder and select Share amp Security Chapter 5 Exporting Printing and Sharing a Visual a33 Folders x Name 2 Desktop O My Documents E WY my Computer E MB 3 Floppy A S Systemi C1 oe H dell H O Documents and Settings H O Drivers gt Installs H E Program Files SmartDray E temp Expand D wInpows Explore H O wmpub W S System D Qpen E QS CD Drive G Search 3E shared on Mallo E E Control Panel ic a My Network Places W Recycle Bin Cut copy Delete Rename Send To Properties 2 Choose to share the folder and give it an appropriate share name 3 Click on the Permissions button to set the appropriate access to the folder SmartDraw Properties 2 x General Sharing Security Customize You can share this folder with other users on your network To enable sharing for this folder click Share this folder C Do not share this folder Share name SmatDiew Comment User limit Maximum allowed Allow this number of users To set permissions for users who access this Permissions folder over the network click Permissions To configure settings for off
101. ork Administration dialog with Administrative rights SmartDraw Licenses Licenses for this installation of SmartDraw Serial Number License 5D 00 000000 0001 C000 E 0000 90 00000 SmartDraw Network License D 00 000000 0001 0000 E0000 90 00000 si For more information about licensing SmartDraw library and template collections go to www smartdraw com Help Close If no View Users button is present this means that no one has connected to the network copy of SmartDraw yet Exit out of SmartDraw and have one or two users log on and exit out and try accessing the dialog again Each new client machine that makes use of a network installation of SmartDraw with a multi seat license is added to the list of seats used Chapter 5 Exporting Printing and Sharing a Visual 138 The Computer Name is logged as the User Name and the computer s default hard drive s serial number is recorded as the Serial Number Once the number of seats purchased equals the number of seats used no more clients may access the installation You can disable users on the seat list to free up seats for a new user or old user A disabled client cannot run SmartDraw from that client SmartDraw Network User Administration License Count Number of seats licensed 0 Buy more OK Number of SmartDraw users 2 Disabled 0 Information Your network license is based on the number of computers that use SmartDraw on this
102. ow Dimensions C Never Onlu When Selected C Always Cancel Help Show C The distance between the end paints of the line The total length of the line f The length of each line segment The area of the shape Extension lines The Show Dimensions Dialog Box In this dialog box you can specify whether and when dimensions of the selected item are shown You can also specify what exactly the dimensions are measuring from lengths to area There are two ways for dimensions to be shown standard and extension lines Most items use standard dimensions but extension lines give you more control over where the dimensions are so that you can control their visibility 43 3 b ai q 3 Standard Dimensions Versus Extension Line Dimensions When a symbol with extensions lines is selected a black diamond shaped handle appears on each dimension You can click and drag this handle to lengthen the connectors of the dimension Chapter 4 Working with Items in the Work Area 3 3 i g 3 y a gt g g 6 3 at cu Dragging a Dimension to Extend its Connectors SmartPanel of some visuals such as Floor Plans Landscape Designs and Crime Scene Diagrams has a special Show Dimensions checkbox button which will allow you to show or hide the dimensions of all walls and other lines Show Dimensions Show Dimensions 7 Never Onl When Selected C Always Cancel Show Help The
103. ow icon appears onthe item You can position your cursor over this icon to read the note or click on the icon to edit the note The icons do not appear when you export the visual and when you print it a list of notes is printed on a separate page This shape has a note attached to it EB ine Map button opens the Google Maps tool window so that you can create a custom map using the power of Google You can even import a spreadsheet of data to be automatically plotted on your map For more on this see Working with Maps gt The Web Page button opens an internet browser so that you can navigate to the web page of which you would like to capture a screenshot When you have found the web page just click Capture Webpage on the browser to insert the screenshot Sa The HyperLink button allows you to convert the selected item into a link to a web page or file This can be in the form of a text link or an item itself can be the link depending on whether you highlight text or click on an item Text with a Hyperlink and a Shape with a Hyperlink d The More button opens a menu with more options of objects you can insert For each of these the appropriate program is automatically opened Make the necessary changes and then just close that program s window The object will be inserted into the Work Area Chapter 2 The Ribbon 450 i Obje it Al WordArt Tt Equation Excel Chart The More
104. pe Layout group has controls which help you to organize and arrange items in the Work Area For a neater appearance you can use the Align button to precisely align the selected items in the work area To use this button first hold down the Shift key and click on each item you wish to align The last item on which you click will have black handles while the others have white handles Chapter 2 The Ribbon e The item with the black handles will act as a reference point for the others so they will align with respect to that item Then click the Align button and choose an alignment from the menu a hBr Se Rotate Group i Boe AL Fiii Ea a a A Lefts Centers Rights o a Tops Middles The Shapes are Aligned with the Bottom of the Dark Blue Shape A The Rotate button allows you to rotate an item about its center Select the item click the Rotate button and choose an angle from the menu or click Custom to type your own angle into a dialog box When you choose an angle the item is rotated counter clockwise by the angle from its original position That is if you click 90 twice the item will only be rotated a total of 90 to the left not the expected 180 H If you have several items which you d like to keep together you can use the Group button to convert them to a single item Just hold down the Shift key and click on each item then click the Group b
105. r chart using your choice of method listed in the menu ee lo Series x W Categories Data Point Data Point by Series None The Chart Preset Menu LO The Preview button will allow you to see what the visual will look like in Microsoft PowerPoint before you export it You can use the Mext and Previous buttons to navigate from step to step or simply click the mouse to move the animation forward just like in PowerPoint You can click P Cancel to return to editing your visual The Review Tab The Review tab only consists of the Comments group which contains buttons for writing and viewing markup comments on the visual Chapter 2 The Ribbon 620 Show Comments t Next Comment Add Comment 4 Previous Comment Comments i The Add Comment button opens a temporary text box next to the selected item Enter text in this box then click somewhere else to close it Your user initials and the comment number appear in a small colored box on the item You can position your cursor over this box to view the comment or click on the box to edit the comment HRC User s Name 09 02 2009 This shape has a comment The comments you add will automatically be removed when you export your visual and when you print the comment markers are replaced by numbers and a list of the comments is printed on a separate page However you can hide the comments while working in SmartDraw or on the printout by unchecking S
106. re you can specify whether the selected symbols grow horizontally vertically both Or you can choose to make the text decrease in font size first Chapter 4 Working with Items in the Work Area Eo Text Entry Properties Shapes change size when you add text Ok This dialog controls the way shapes change size as you add and remove test The choices you make apply only to the shapes that are currently Cancel selected Press help for more information a Hel Select 4 sizing rule z Shapes change size in both directions maintaining their shape C Change horizontally Shapes change size horizontally as pou add test and vertically only if you type a carriage retum lt Enters C Change vertically Shapes change size vertically as you add test Allow test to shrink Allow the size of text to shrink to a points before forcing the shape to increase in size Text Margins Set the gap between the text and the inside edge of the shape to 2 creen pitele 1 700 Allow Test Editing of a Shape with a f Double click C Single Click CO Do not allow text editing Typing the Enter key Inserts a new lne C Tabs to the next shape or cell Ctrl Enter inserts a line The Text Entry Properties Dialog Box Adding Text to Lines To add text to a line simply double click on it and start typing This includes Automatic Shape Connectors as well You can change where text is positioned on a line using the EI Alignment butt
107. ric causes one centimeter to represent half 0 5 of a meter Or you can click Custom to open the Set Rulers and Grids dialog box where you can create your own scale along with the position and appearance of the rulers Chapter 4 Working with Items in the Work Area 20 x x Set Rulers And Grids Scale One m ae on the screen equals 400 omer OK a Cancel Set the position of 0 on the rulers the origin Horizontal Ruler Place 0 at 0 00 Feet units from the left edge Help Vertical Ruler Place at 0 00 Feet units from the top edge Hint ou can also set the zero position of a ruler by holding the Ctrl key down and clicking in the ruler Double clicking in a ruler works too You can set the zero position back to the top left by double clicking in the comer where the rulers meet Divisions Preview Select the number of divisions showr in each inch on the SCTEen 12 o Hide and Show Check here to hide the rulers Snaps Snap the Center Top Left of a shape to the grid The Set Rulers and Grids Dialog Box Showing Dimensions In the visuals that use dimensions most items will show their dimensions only when selected by default However you can change the settings of each individual item Select the item you want to change then click Dimensions in the Design tab to open the Show Dimensions dialog box Chapter 4 Working with Items in the Work Area 1130 Show Dimensions Sh
108. s a tab devoted to inserting and formatting tables Home Design Inset Page Table Chat Picture PowerPoint Review Help Chapter 1 Building Visuals Using SmartDraw 14 The Ribbon Tabs Each tab is subdivided into groups which further organize the buttons For example in the image below the Picture tab is divided into a group of options for inserting a picture a group for changing the size and shape of the picture and a group for editing the brightness and contrast of the picture Home Design Insert Page Table Chart Picture PowerPoint Review u alo 9 From Picture Open Capture Pan amp Crop Trim to Brightness Contrast Camera Folder Picture Webpage Zoom Shape Set Images 1 Picture Size Exposure The Picture Tab For more on the buttons contained within the Ribbon s tabs see Chapter 2 The Ribbon Just above the Ribbon is the SmartDraw button and Quick Access Toolbar Home Desion Insert Page Table The SmartDraw Button and Quick Access Toolbar The SmartDraw button opens a menu containing functions such as New Save Export and various other options for settings Chapter 1 Building Visuals Using SmartDraw 15 SmartDraw Medica Chart Bictioire PowerBinj The SmartDraw Menu The Quick Access Toolbar has a series of one click buttons Undo Redo New Save Print Save as PDF Export to Microsoft Word Export to Microsoft PowerPoint and Export to Microsoft Excel E
109. seats used and must be set to Change and Read permission for all users You must set the permission of SDX DLX after it has been installed Chapter 5 Exporting Printing and Sharing a Visual 1350 Step 2 Installing SmartDraw Once you ve set up the share properly run the SmartDraw setup msi from the client machine or on the server If you install from the server your installation directory should read C SmartDraw SmartDraw or the name of the shared folder you created If you wish to install to a client PC you will need to map the SmartDraw share before proceeding to the next step 1 To Map your share open My Computer 2 Onthe Tools menu click Map Network Drive 3 In Drive type or select the drive letter to map to the shared resource 4 In Folder type the server and share name of the resource in the form of server name share name Or click Browse to locate the resource 5 Click Finish 6 Inthe User name and password dialog box in User name type your user name if you are prompted 7 In Password type your password Chapter 5 Exporting Printing and Sharing a Visual 1360 Map Network Drive Windows can help you connect to a shared network Folder and assign a drive letter to the connection so that you can access the folder using My Computer Specify the drive letter For the connection and the Folder that you want to connect to Drive s v Folder Server SmartDraw v
110. symbol that has subordinate symbols attached to it those symbols stay attached The Light Blue Boxes Stay Attached to the Dark Blue Box When It s Moved Replacing Symbols with Different Symbols Suppose you decide you d like to change a rectangle symbol to an oval symbol In other programs that would mean you have to delete the rectangle add the oval symbol readjust the lines so that they attach to the new symbol and retype the text that had been in the previous symbol But with SmartDraw replacing a symbol is a drag and drop mechanism Simply select a new shape in the symbol gallery then click on the symbol you want to replace when the cursor looks like LS The new symbol even keeps any text that had been in the original symbol and it automatically connected when it replaces the original symbol Chapter 3 Automatic Shape Connectors cpa Build Flowchart Process Decision Data Inp Document val O OOJO Add Left Add Right Add Above Add Below Collapsing Branches Visuals with hierarchies such as Org Charts and Mind Maps can become quite large For this reason SmartDraw offers the ability to collapse branches in order to temporarily hide them so that your visual is less cluttered while you work Each symbol with subordinate symbols attached to it has an icon near the branch attaching the subordinate symbols Just click on that icon to collapse the branch 7
111. t Custom connection points Chapter 2 The Ribbon 400 Choose Connection Points Select Setting Hint nk Shapes may have either fed or infinite connection points Cancel The Default setting is best for most flowcharting since it makes it easy to Help link a line exactly to the center of a shape s side The Continuous setting i the most Hexible allowing a line to connect to any point on the border Only shapes with a continuous border may have this setting The Custom setting iz useful for defining a limited number of connection points at yer specific locations Ik is often used for electrical and other specialized symbols Help C Defaut Continuous Hold the Chl ey down and click to add connection paints Use the Delete key to remove them Selected Point amp Y o Use the Arow keys to move them Bi sche Use Ctrl Arow to change selection Custom The Choose Connection Points Dialog Box AJ The Text Entry button opens the Text Entry Properties dialog box which has options for how the selected symbols grow as more text is entered than can fit inside the symbol when text entry is allowed what pressing the Enter key while editing text inside the selected symbol does and so on Chapter 2 The Ribbon Ca Text Entry Properties Shapes change size when you add text 0 This dialog controls the way shapes change size as you add and remove test The choices you make apply only to the shapes th
112. t it you wouldn t want to print one visual split into 50 pages or to shrink a large visual down to fit on just one page Chapter 2 The Ribbon ay Set The Work Area Preview Cancel Help a ee Set the Size of the Work Area Add pages to the work area by increasing ether the Pages Across or the Pages Down Remove them by decreasing these values You can only remove blank pages Removing 4 page removes all the pages in the same column Pages Across i lnches Across Eis the image size in Inches Pages Down 1 Inches Oow g j Limit the image size to 50850 Inches Users running Windows 98 and ME cannot open SmartDraw documents larger than this i Allow the work area to grow automatically This allows the work area to expand automatically if an operation would move an object outside the existing area For example when adding shapes to an automatic connector The Set the Work Area Dialog Box The Center in the Work Area moves your entire visual so that it is centered on the total white space of the Work Area while maintaining all spacing in your visual The Rulers amp Grid Group ia oa C Show Rulers C Show Grid Scale Smaps a E Use Snaps Rulers amp Grid The Rulers amp Grid group contains controls for working with dimensions and snapping items to the usually invisible grid ia The Scale button opens a menu with options for the scale of the Work Area
113. the pages in the same column Pages Across i lnches Across Eis the image size in Inches Pages Down 1 Inches Oow g j Limit the image size to 50850 Inches Users running Windows 98 and ME cannot open SmartDraw documents larger than this i Allow the work area to grow automatically This allows the work area to expand automatically if an operation would move an object outside the existing area For example when adding shapes to an automatic connector The Set the Work Area Dialog Box In this dialog box you can see and define how many pages are spanned by your visual You can also turn off the automatic growth of the Work Area You can change settings so that dashed lines appear at the edges of pages in the Work Area To do this click the SmartDraw Button and position your cursor over Print Chapter 5 Exporting Printing and Sharing a Visual 119 SmartDraw Flowc Necinn Insert ee Table Chart Bicture BowerBnj Preview and Prepare Document for Printing lo Print Previews Perspective Export Page Setup Oe ened Clicking Page Setup in the SmartDraw Menu Then click Page Setup to open the Page Setup dialog box Chapter 5 Exporting Printing and Sharing a Visual o Page Setup 2 Ed Printer Name SmartDraw POF Filter Properties Status Ready Type CUSTPOF Writer Wher CPWPTeed4 Comment Paper Orientation Size Letter A f Portrait SO
114. tion Target location SmartDraw 2010 Target SmartDraw 2010 SmartDraw exe Start in SmartDraw 2010 Shortcut key None Run Normal window ss Comment PO Open File Location Change con Advanced Chapter 5 Exporting Printing and Sharing a Visual 14 Group Policy and the Active Directory Group policy is a feature of the Microsoft Windows NT family of operating systems that provides centralized management and configuration of computers and remote users in an Active Directory environment To deploy via group policy 1 On the server choose Start gt Programs gt Administrative Tools and click Active Directory Users and Computers This step starts Active Directory Users and Computers Microsoft Management Console MMC Chapter 5 Exporting Printing and Sharing a Visual 1420 2 Active Directory Users and Computers ep support com 9 Builtin H E Computers H E Domain Controllers 9 ForeignS ecurityPrincipals H E Users A test Note If Administrative Tools was not found please right click the taskbar click Properties and select Display Administrative Tools on the Advanced tab Chapter 5 Exporting Printing and Sharing a Visual 143 2 Right click the Organizational Unit on which you want to install the package and select Properties ZeonSupport Properties Ch Default Domain Policy 1 Remotelnstallation
115. to Create a Mirror Image Aligning Items in the Work Area For a neater appearance you can align items in your visual with each other Begin by holding down the Shift key while clicking on each item you d like to align The last item you click on will have black square handles while the others have white square handles This item will be used as a reference for the others so that all of the items with white handles will align with the item with black handles The Last Item Selected has Black Handles Once the items are selected click Align in the Design tab and choose how you want the items to be aligned Chapter 4 Working with Items in the Work Area 98 The Shapes Aligned With the Bottom of the Dark Blue Shape Grouping Items in the Work Area Sometimes it s useful to be able to treat several items as a single item For this reason you can group items To do this select each item by holding down the Shift key and clicking on each item or click and drag the mouse to trace a box around the items you want to select Then click a Group in the Design tab and choose Group Objects from the menu di Send to Back H Space Event a Grouping Three Shapes into a Single Shape You can ungroup a grouped item by choosing Ungroup Objects in that menu instead Working with Charts Chapter 4 Working with Items in the Work Area 990
116. utofill Table dialog box where you can automatically number the cells of a row or column using numbers dates months and so on starting with the selected cell AutoFill Table Type Preview f Numbers C Dave of the Week C Date Range Month Day C Months O Years C Constant Parameters Starting Yalue 1 Ending Value 8 Pretix Increment 1 Number of Values E SUFFI Insert 0 ingert across the row e Down the column The AutoFill Table Dialog Box IE The Convert to Table button allows you to change any selected symbol into a table A dialog box appears allowing you to choose a table format and the number of rows and columns The symbol maintains its original outline but contains gridlines inside it The Convert to Text button allows you to change the selected table to a shape instead All text in the table is placed inside the shape arranged in a similar manner to how it had been in the table cells Text Editing This checkbox button allows you to lock or unlock the selected table cells to text editing This is helpful for locking headers and other cells for which the text should not be regularly changed Chapter 2 The Ribbon sa Convert to Table Hat Convert to Text Autofill Text Editing The Chart Tab The Chart tab is dedicated to creating and formatting charts and graphs When creating a chart you should use the Charts amp Graphs visual template so that you can use SmartPanel Then
117. utton and choose Group from the menu If you want the items to be individual again just select the grouped item and choose Ungroup from the same menu ah Items may cover each other in the Work Area Select an item and click the Bring to Front button to make that item lay on top of the other items in the Work Area That is no other item will cover the selected item Chapter 2 The Ribbon ET 24 The Send to Back button does the opposite of Bring to Front all other items will be on top of the selected item so that it doesn t cover any others 4 In contrast to rotation the Flip button changes the selected item to a mirror image of itself There are two choices in the menu Flip Vertically and Flip Horizontally R Flip Horizontally hia a Vertically al The Make Same button allows you to make two or more items have the same height width or both Just select the items by holding the Shift key and clicking on each item The last item you select will have black handles while the others have white handles The white handled items will use the black handled item as a reference point that is they will adopt the size of the black handled item Click Make Same and choose from the menu HE The Space Evenly button allows you to make three or more selected items have the same vertical horizontal or both distance from each other The Shape Properties Group ft Connection Points J Text Entry Change Change Shape
118. w Open Source woamoleDocument docslOLE LINES Document Automatic Change Source Break Link Source CAM Documents S ampleDocument docx lJLE_LINK2 Type Microsott Office Word Document Update f Automatic C Manual The Links Dialog Box i The Objects button opens a menu with options for opening the source of the OLE item The Insert Tab The Insert tab only contains one group the Insert group This is made up of buttons for inserting different types of items into the Work Area Fa a A amp Fa tz St Table Picture Chart Note Map Web HyperLink More Page ka Insert The Insert Tab E The Table button opens a menu of preset table sizes for you to choose from to insert or you can click Define to create a more custom table See Working with Tables for more information The Picture button opens the Insert Picture dialog box where you can browse through your computer s files to find the picture you want to insert If a shape is selected when you click the button the picture will be inserted inside that shape Otherwise it will be added to the Work Area as a new symbol i The Chart button opens a menu of chart types for you to choose from See ee for more information Chapter 2 The Ribbon 440 r The Note button adds an annotation to the selected item Just click the button type in the box that appears near the item and click somewhere else to close the text box A yell
119. will arrive at the Application Screen where you will be able to create your visual Chapter 1 Building Visuals Using SmartDraw fre Ls Meli sF iri or SF Sete ve CD Pray video 2 r ba EE Ribbon Fa va ee ee japs a h l Pupa jar ig Pym Lee Hep Sekt Path Getic Adi Tari kide bra io Corra Ta Seria Taika hama a da A Aa e Be b bb p Fa h kie Beppe lemp e Fp Arri eee J dpi Cirer Sore Pra Aea Femi Chep a Fami ta Denet a AiE pr CPt Air ikh Draje a Lha ee a Heg Tie Pee Work Area ian Geor vias Erri ar erm Weer eel SmartHelp The Flowcharts Application Screen There are four basic regions on this screen the Work Area the Ribbon SmartPanel and SmartHelp The Work Area Your visual will be built in the Work Area As you add more symbols to it the Work Area will automatically grow to make room Although the Work Area looks like a single page you will be able to split the Work Area into multiple pages prior to printing your visual This is something you should keep in mind since a large visual printed on one page may have to be decreased in size so much that it becomes illegible For more on this see The Ribbon The Ribbon contains all of the buttons you need for the basics of manipulating items in your visual The buttons there never change for any visual The Ribbon is divided into a set of tabs which sort the buttons based on their function For example there

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