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Creating Custom Visio Templates
Creating Custom Visio Templates
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Written by Ashok P
Updated over a week ago

This article will demonstrate creating custom Visio Templates in SI. Some examples of why you would want to create a custom Visio Template are:

  • You want to add your company logo rather than using the Populate company logo on title block feature.

  • You want to add additional pages.

Info/Rules

  • You will want to make sure that you have the following Project Setting set to "Never" under the Control Panel.

project settings.png

  • You will also not want to check the "Populate company logo on title block" option when creating a Visio file using your custom template.

company logo.png

Creating Template

1/ Close any open instances of Visio.

2/ Browse to the following location, copy an existing template, and rename it to whatever you want: C:\ProgramData\D-Tools\SIX\Templates.

3/ Double-click the file to open it in Visio.

4/ Click the Title Page Background tab.

title_page_background_page.png

5/ Right-click on the D-Tools logo and choose Open Group to Edit Image.

open group to edit image.png

This will open a new window where you can then make your modifications.

6/ Remove the existing D-Tools logo and add your own.

7/ When done, click File > Save As and save the file to the same path as above, C:\ProgramData\D-Tools\SIX\Templates (you will have to browse to it). Make sure you change the "Save as type" to "Template (*.vstx)."

save as.png

Share Template

In order to share customized templates with other users, you must give them a copy of your .vst files and they must place them in the following folder on their computer: C:\ProgramData\D-Tools\SIX\Templates.

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