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Creating a Visio File

How to create a Visio file from Project Explorer

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Written by Ashok P
Updated over 3 weeks ago

If you want to watch the demonstration video for creating the Visio file from Project Explorer, click here.

To create a Visio file in SI:

1/ Select the project in Project Explorer, click the Visio button in the ribbon, and select New Visio.

visio button on ribbon.png

You can also click the New button in the Files tab at the bottom of the Project Explorer interface.

additional files.png

You can also right-click to create the Visio file.

right click.png

You will see the New Visio Drawing form.

choose template.png

The default is to create a .vstx file if you are using Visio 2013 or 2016. If you are using Visio 2010, you will need to create a .vst file.

vstx.png

2/ Once you select the template you want to use, the Drawing Name field will be populated with the project name followed by a number.

If, for some reason, you want to change the file category, you can as well.

name.png

Populate company logo on title block

This feature will replace the D-Tools logo in the upper right corner of the pages with the logo you've added under the Company Information setting in the Control Panel.

populate company logo.png

If the "Populate company logo on title block" function doesn't work for your logo, e.g., it is a long rectangular logo vs. a square-shaped logo, you can create custom Visio templates.

Check out this article for more details.

Checking this box will change the following Project setting to New.

project settings.png

3/ Click OK, and then the Visio file will open.

Visio files will display at the bottom of Project Explorer in the Files tab.

visio files list.png

Demonstration Video

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