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SM A R T D R A W U SE R GU I D E :

Fu n d a m e n t a l s f o r N e w U s e r s

2016

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SMARTDRAW USER GUIDE: Fundamentals for New Users

TABLE OF CONTENTS

Introduction ........................................................................................................ 5

Getting Started in SmartDraw ............................................................................. 6

Home Screen ............................................................................................................................................................. 6

How to Search for a Template or an Existing Diagram ......................................................................................... 7

Selecting the Right SmartDraw Template ............................................................ 8

How to Access an Example Template ................................................................................................................. 10

A Tour of the SmartDraw User Interface ........................................................... 11

Title Bar ................................................................................................................................................................... 11

Quick Access Toolbar .............................................................................................................................................. 12

THE RIBBON & TABS ................................................................................................................................................ 12

The SmartPanel ....................................................................................................................................................... 13

The symbols............................................................................................................................................................. 14

How to Search FOR SymbolS ............................................................................................................................... 15

How to Open a New SYMBOL Library ................................................................................................................. 15

How to Return to a Recent SYMBOLS Library ..................................................................................................... 15

The Work Area ........................................................................................................................................................ 16

Saving a Diagram .............................................................................................. 17

How to Save a Diagram ....................................................................................................................................... 17

Saving a Diagram as a PDF ....................................................................................................................................... 18

How to Save a Diagram as a PDF ........................................................................................................................ 18

Opening & Closing a Recent Diagram ................................................................ 19

Opening a Recent Diagram ...................................................................................................................................... 19

How to Open a Recent Diagram ......................................................................................................................... 20

Closing a Diagram .................................................................................................................................................... 20

How to Close a Diagram ...................................................................................................................................... 20

Closing SmartDraw .................................................................................................................................................. 20

How to Close SmartDraw .................................................................................................................................... 20

Adding Text, Color, and Effects ......................................................................... 21

Adding Text to Symbols ........................................................................................................................................... 21

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SMARTDRAW USER GUIDE: Fundamentals for New Users

How to Add Text to Symbols ............................................................................................................................... 21

Adding Text to Lines ................................................................................................................................................ 22

How to Add Text to Lines .................................................................................................................................... 22

Adding Free-Floating Text ....................................................................................................................................... 23

How to Add Free-Floating Text ........................................................................................................................... 23

Adding Color and Style ...................................................................................... 24

APPLYING Themes ................................................................................................................................................... 24

How to Apply a Theme to a Diagram .................................................................................................................. 24

Applying Quick Styles .............................................................................................................................................. 25

How to Apply Quick Styles to a Diagram............................................................................................................. 25

Changing the Fill of a Symbol .................................................................................................................................. 26

How to Change the Fill of a Symbol .................................................................................................................... 27

Modifying lines ........................................................................................................................................................ 27

How to Modify Lines Within a Diagram .............................................................................................................. 28

Applying Effects ....................................................................................................................................................... 28

How to Apply Effects ........................................................................................................................................... 29

Editing and Formatting ..................................................................................... 30

The Shape Layout Group ......................................................................................................................................... 30

How to Align Symbols ......................................................................................................................................... 31

How to Make Symbols the Same ........................................................................................................................ 32

How to Space Symbols Evenly ............................................................................................................................ 33

Exporting, Sharing and Printing ......................................................................... 34

Setting Up the Page ................................................................................................................................................. 34

How to Modify the Default Page Settings ........................................................................................................... 35

How to NOT Display the Page Divide in the Work Area ...................................................................................... 35

Exporting to Different Programs and File Formats............................................. 36

Exporting a Diagram to MS Word ........................................................................................................................... 36

How to Export a Diagram to MS Word ............................................................................................................... 36

Exporting to MS PowerPoint® ................................................................................................................................. 37

Sequencing a Diagram Prior To Exporting to MS PowerPoint® ............................................................................... 37

How to Sequence a Diagram Prior to Exporting to PowerPoint® ....................................................................... 37

How to Export a Diagram to PowerPoint® .......................................................................................................... 38

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SMARTDRAW USER GUIDE: Fundamentals for New Users

Exporting a Diagram to Excel .................................................................................................................................. 39

How to Export a Diagram to MS Excel ................................................................................................................ 39

Exporting to Other File Formats .............................................................................................................................. 40

How to Export to Other File Formats .................................................................................................................. 41

Presenting from SmartDraw.................................................................................................................................... 41

Printing a Diagram ................................................................................................................................................... 42

How to Preview the Diagram Prior to Printing ................................................................................................... 44

How to Print a Diagram ....................................................................................................................................... 44

SmartDraw Support .......................................................................................... 45

Get Support ............................................................................................................................................................. 45

Help ......................................................................................................................................................................... 45

About ....................................................................................................................................................................... 45

Appendix: SmartDraw Application Layout ........................................................ 46

SmartDraw Application Layout Table ...................................................................................................................... 47

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SMARTDRAW USER GUIDE: Fundamentals for New Users

INTRODUCTION

This User Guide presents the basic concepts of SmartDraw to help New Users get started in creating

sophisticated, professional Diagrams.

To get started in SmartDraw, we’ll be providing you with an overview of not only the features and

functionality but our proven best practices. We’ll cover how to select the right Template and give you a

tour of the user interface, also known as the UI. Knowing how the tool is designed will give you added

insight that will enable you to maximize all that SmartDraw has to offer.

We’ll move on to some of the day-to-day features like saving, opening, and closing a recent Diagram.

Then we’ll cover how to create and design your Diagrams by adding text, color, and effects as well as

editing and formatting.

Lastly, what good is a Diagram if you’re unable to share it? We’ll go over the number of ways to export,

share, and print your Diagrams.

Throughout this User Guide, you’ll be introduced to new terminology unique to SmartDraw. It would be

beneficial for you to begin to learn these terms as it will enable you to easily search the Help feature as

well as our website. And if you should decide to call in for assistance from our team of experts, they’ll

understand exactly what you’re referring to.

It’s important to note that the features and functionality covered in this User Guide can be applied to all

of the Templates available in SmartDraw. With a strong understanding of these fundamentals, you’ll be

able to maximize every SmartDraw tool to communicate visually and effectively.

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SMARTDRAW USER GUIDE: Fundamentals for New Users

GETTING STARTED IN SMARTDRAW

HOME SCREEN

We begin with two main areas. To the right you’ll find the Template Preview Area that fills most of the

real estate of your screen. This is where you’ll be able access to over 70 ategories of Diagrams. In the

Left Panel you’ll see 70 ategories that contain more than 800 Templates. y leveraging an existing

Template, you’ll save you time from having to start from scratch. Or if you are one who needs

inspiration or ideas to get the creative juices flowing this is a great place for you to explore what

SmartDraw has to offer. The possibilities of what you create in SmartDraw are endless. If you prefer a

more direct approach, you can easily utilize the Search functionality.

Figure 1. Home Screen gives you access to 70 Categories of Diagrams to choose from

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SMARTDRAW USER GUIDE: Fundamentals for New Users

HOW TO SEARCH FOR A TEMPLATE OR AN EXISTING DIAGRAM

Step

Action

1 Navigate to the top of the Home Screen.

2 Enter the appropriate criteria in the Search Box. Click Search or magnifying glass.

glass.

Note: You may also use the Enter key to execute the search.

The results field will display the total number of items found. Use the previous and next results controls

to navigate from one to the next.

Figure 2. Quickly locate Templates or Diagrams you’ve created using the Search feature

SMARTDRAW USER GUIDE: Fundamentals for New Users

SELECTING THE RIGHT SMARTDRAW TEMPLATE

efore you begin any task or project, it’s important to start with the right tools. In this case, you’ll want

to start with the “right” Template. As New Users, it will probably take some time for you to determine

which Templates you’ll use on a daily basis and those that you’ll find helpful on occasion.

Until then, here are a few questions you may want to consider when selecting the “right” Template:



Who is my audience?



What types of symbols or graphics will “speak” to my audience?



Should the information be quantitative or qualitative, or both?



In what format will the final Diagram be delivered?



Will it be printed, displayed online, emailed, part of a presentation or a combination?



Have you seen similar types of information presented before? What type of format was used?

Figure 3. The Popular Category gives you access to the most commonly used Template

SMARTDRAW USER GUIDE: Fundamentals for New Users

If you’re still not quite sure, we recommend that you start in the Popular ategory. Here you’ll find the

most commonly used SmartDraw Templates.

We’re going to use the Flowchart Template. There are two paths to navigate to Flowcharts. You can

either select Flowcharts in the Popular Templates Preview Area of the screen or you can navigate to

Flowcharts in the Left Panel. Regardless of which option you select, you are brought to the same screen.

Figure 4. Each Category not only contains Template but Examples from which you can build from

In the Template Preview Area, you are given three Flowchart Template options: basic Flowchart,

Swimlane - Landscape, or Swimlane - Portrait layout. Just below that you’ll find Flowchart Examples in

other words sample Diagrams of the selected Template.

SMARTDRAW USER GUIDE: Fundamentals for New Users

HOW TO ACCESS AN EXAMPLE TEMPLATE

Step

Action

1 Navigate to the Home Screen. In the Left Panel, select the appropriate Category.

2 In the Left Panel, select the appropriate Sub-Category.

3 In the Template Preview Area, select the appropriate Example thumbnail.

il.

Note: The example will appear on the screen. To return to the previous screen, simply

close the example.

The Examples or sample Diagrams are a great way to get started on your next Diagram. Samples can

inspire you or simply give you an idea of how to use that particular Template. Simply select a Diagram,

for example the “Hiring Process.” An editable version of the sample then appears on screen.

If you want to return to the previous screen, simply close the Diagram. There are a number of

subfolders of Flowcharts found in the Left Panel for you to choose from as well. We’ll keep things

simple and select the basic Flowchart Template.

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