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Creating Templates

If you frequently create a particular type of diagram that uses a unique page size or drawing scale, includes a specified number of pages, or always contains the same information, such as a corporate logo or a title bar containing file information, consider creating a custom template. For example, if you create landscape plans frequently, you can create a template that opens the drawing page at an appropriate size, opens stencils containing landscaping shapes, and includes the appropriate title and logo for your company.

You can save any of your diagrams or drawings as a Visio template, or you can revise an existing Visio template and save it with a different file name as a custom template. Then you can open your custom template to start a new diagram. For example, perhaps you always use the same four stencils, but none of the Visio templates open all four of those stencils. Every time you create a diagram, you have to go through the same tedious procedure of opening the same four stencils before you start drawing anything. Instead, you can open the four stencils for the last time, and before you draw anything, save the blank diagram as a custom template. From then on, you only need to open your custom template, and you're ready to create a diagram with shapes from those stencils.


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