Learn tips and tricks for using the software more effectively. Join Visio MVP Scott Helmers as he demonstrates how to set Visio options so the software behaves the way you want it to.
- [Instructor] Visio offers several dozen ways that you can customize its behavior to suit your style. In this video we'll explore some of the more common settings that you might want to change. You'll find most options by clicking File, Options, on the General page you can personalize your copy of Office, but realize that the changes to make to your name, or Office background or theme, affect all of the Office applications, not just Visio. On the Proofing page is what you'd expect.
Spell Check and the other options related to that sort of thing. The Save page has a very important setting. In some of the Office applications Auto Recovery is turned on by default. That's not the case for Visio. So putting a check mark here to set up a recovery interval, is important. The Language page lets you change language settings, the Advanced page contains most of the settings you'll probably work with including one of the ones that I change first in every copy of Visio I install and that's Center Selection on Zoom.
You can change how shapes are selected, with a Bounding Box or a Lasso. You can change how you leave Edit Mode when you're editing text on a shape. If you scroll down you'll see settings in the Display category, Save, Open and so forth. At the very bottom, in the General Category, important setting of you're a power user or want to become one, is to add a check mark in front of Run in developer mode. There's also a File Locations button on which you can tell Visio where certain kinds of Visio-related files are stored, so it always knows exactly where to look.
You can customize the Ribbon and the Quick Access Toolbar but each of those is a sufficiently important subject that we have a separate video that covers both of those. If you have any Visio add-ins, you can manage those on this page, and finally the Trust Center, click Trust Center Settings lets you tell Visio how to deal with diagrams that contain macros. You can set Trusted Locations and Publishers, and you can set Privacy Options. You can use Visio very productively right out of the box However, knowing about the settings you've seen in this video, can make you a much more proficient user.
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- Decoding Visio versions and editions
- Setting Visio options
- Navigating like a pro
- Taking advantage of hyperlinks
- Managing text on shapes
- Annotating diagrams with comments and callouts
- Inserting text display fields
- Working more efficiently
- Mastering Visio keyboard shortcuts
- Aligning and sizing shapes on a page
- Managing connectors and connection points
- Copying, pasting, and duplicating shapes