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Setting Visio defaults

Posted on 2006-11-14
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Last Modified: 2010-05-18
I am interested in knowing how I can set Visio to always open a new diagram with the same shape categories on the left column. I currently have like 10-15 different categories I use but I want to not have to use my one drawing as a starting point. Is there a way to set defaults for new diagrams? I dont want 12pt text, I want 8. Those types of things?

Thansk.
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Question by:adembo
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Expert Comment

by:meintsi
ID: 17939101
Open up a blank drawing.
Open the templates you want.
Set the font, line widths, etc..  as you want.

FILE - SAVE AS - New (blank) TEMPLATE
Name as you wish.
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by:adembo
ID: 17939150
That is what I have been doing, but I thought maybe there was a setting in Visio to not make that happen. I take it there isnt, or was that just a suggestion on another way to do it?

Thanks for the reply.
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Expert Comment

by:meintsi
ID: 17939192
If you have been creating the template correctly, why ask?  Am I missing something?

When you start a new drawing using the template, everything will be as you ask.
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by:adembo
ID: 17948076
I must not have explained myself properly. I dont often make it a point of asking questions that I already know the answer to. lol.... What I was suggesting I was doing was I had a saved document that I start all my drawings from. If I click on File - New, I get a plain-jane document with none of what I am looking for.

I was asking if there was a way to have the default settings I want when I click on File - New from inside of Visio. Is the template suggestion you made going to make that work? That is what I was trying to ask, but maybe I didnt put that very clear. My apologies for that.

Thanks.
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meintsi earned 500 total points
ID: 17948202
Yes.  Create a new template.

Open up a blank drawing.
Open the templates you want.
Set the font, line widths, etc..  as you want.

FLIE - SAVE AS - change the 'Save as type' dropdown box from DRAWING to TEMPLATE.

After you save it, add the location to the new template via TOOLS - OPTIONS - ADVANCED - FILE PATHS
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by:meintsi
ID: 17948232
Or to change the defaults of existing templates...
Open it - make your changes above - and save as template overwriting the original.

But with this method, when you upgrade, you will lose these customizations if you firget to save a copy first.
Also, with the method above, you can name it for easier reference.
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Author Comment

by:adembo
ID: 17949496
Thanks.
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