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Creating Custom Visio Templates

Remarks

 

The most common customization in Visio is changing the D-Tools logo to your company logo, which is a completely different set of instructions than this, covered here. Some reasons you might want to create a custom Visio Template are:

 

  • You want to change the drawing scale of one or more pages
  • You want to vary the types and number of pages
  • You want to create a custom page size

Steps

 

  1. Browse to the following location and copy an existing template and rename it to whatever you want: 

 

C:\ProgramData\D-Tools\SIX\Templates

 

File:SIX_Guide/007_Projects/003_Visio_Interface/Creating_Custom_Templates/templates_folder.jpg

 

  1. Double-click the file to open it in Visio.
  2. Make your desired changes.
  3. Save the file to the same page as above (you will have to browse to it). Also change the "Save as type" to "Template (*.vst)":

 

File:SIX_Guide/007_Projects/003_Visio_Interface/Creating_Custom_Templates/save_template.jpg

Examples

 

Example 1: Changing the drawing scale for the schematic page.

 

  1. Right-click the "Schematic View" tab and choose Page Setup:

 

File:SIX_Guide/007_Projects/003_Visio_Interface/Creating_Custom_Templates/page_setup_right-click.jpg

 

  1. Click the Drawing Scale tab then change to your desired scale the click [OK]:

 

File:SIX_Guide/007_Projects/003_Visio_Interface/Creating_Custom_Templates/page_setup_window.jpg

 

Example 2: Adding more pages. Let's say you want to always start your drawings with three schematic pages, one for Audio, one for Video, and one for Control.

 

  1. Right-click the "Schematic View" tab and choose Rename.

 

File:SIX_Guide/007_Projects/003_Visio_Interface/Creating_Custom_Templates/rename_page.jpg

 

  1. Type in the desired name directly in the tab:

 

File:SIX_Guide/007_Projects/003_Visio_Interface/Creating_Custom_Templates/renamed_page.jpg

 

  1. Right-click the (newly renamed) "Audio Schematic" tab and choose Insert:

 

File:SIX_Guide/007_Projects/003_Visio_Interface/Creating_Custom_Templates/insert_right-click.jpg

 

  1. Name the page and then click [OK]:

 

File:SIX_Guide/007_Projects/003_Visio_Interface/Creating_Custom_Templates/name_field_in_page_setup.jpg

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13:42, 2 Mar 2015

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