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Getting Started with SmartDraw
February, 2011




                                                             Just as the word processor makes it possible for
                                                             anyone to create beautifully formatted written
                                                             documentation, SmartDraw, the world’s the visual
                                                             processorTM, makes it possible for anyone to create
                                                             presentation-quality visuals just as easily.

                                                             Before the visual processor, visuals had to be created
                                                             manually with complex graphics software. Even for
                                                             experts, producing a visual like a flowchart was time
                                                             consuming and the results were often not
                                                             presentation-quality. SmartDraw automates the
                                                             creation of visuals to such a degree that anyone can
                                                             do it, and get great results in minutes.

                                                             SmartDraw includes specialized templates for 70
                                                             different types of visuals. Everything from flowcharts
                                                             to floorplans.

                                                             To get started, simply pick the right template and the
                                                             visual processor will help you quickly create,
                                                             automatically format, and easily share your visual with
                                                             your colleagues and clients.



                                                             Start with a Basic Visual Template
                                                             When you first open SmartDraw, you’ll notice that the
                                                             category Popular is selected and you can choose a
                                                             template from one of SmartDraw’s most commonly
                                                             used visual types including flowcharts, floor plans,
                                                             charts and graphs, org charts, and mind maps.




1   www.smartdraw.com 858-225-3300 ©2011 SmartDraw, LLC. All rights reserved.
To select one of these, simply click the symbol representing the visual type and you’ll be taken to the
application screen where you can start creating.

If the visual you want to create is not shown here, click the “More” file folder to view the full list of
basic visual templates or search for a specific template using the search bar the at top.

If you choose one of the diagram types from the left column, you’ll be presented with a basic template
as well as some examples. With SmartDraw, you’ll never have to start with a blank page.

Creating Your Visual
Once you’ve selected a visual template, you will arrive at the Application Screen, where you will be
able to create your visual using a customized set of tools aimed to make creating your visual as
automatic as possible.




2    www.smartdraw.com 858-225-3300 ©2011 SmartDraw, LLC. All rights reserved.
The Work Area
Your visual will be built in the Work Area. As you add more symbols to it, the Work Area will
automatically grow to make room.

The Ribbon
The Ribbon contains all of the functions you need for any basic manipulation of the items in your visual
like changing theme color, fonts, and alignments. These buttons never change for any visual. The
functions are organized into some logical categories and located on different tabs. You can navigate
the tabs of the ribbon by clicking on them.

The SmartDraw Button and Quick Access Toolbar
The SmartDraw button opens a menu containing functions such as New, Save, Export, and various
other options for basic document settings.

The Quick Access Toolbar allows you to export your visual in a single click to a PDF, Microsoft Word®,
PowerPoint®, or Excel®.




3    www.smartdraw.com 858-225-3300 ©2011 SmartDraw, LLC. All rights reserved.
SmartPanel
In contrast to the Ribbon, each visual has its own unique SmartPanel, with controls specialized to
building that particular visual. Some will have symbol galleries for adding symbols, others have “Add
Text” buttons, and many have specific buttons for adding things like tasks, topics, ancestors, and so on.

Many SmartPanels, employ Automatic Shape Connectors, which means you will not only add a symbol,
but it will also be connected to another symbol already in the Work Area, with perfect spacing and
placement. These give you the ability to produce your visual with record speed.

SmartHelp
Because each visual is different from the others,
SmartDraw has visual-specific SmartHelp focusing on
how to use SmartPanel and the Ribbon to build the
visual for which your template was intended. Many
tasks discussed in SmartHelp also have a link to a
web-based video which shows you how to perform
that task.

Keyboard Shortcuts
Create your entire chart without taking your hands
off the keyboard with quick and easy keyboard
controls.

To add a shape to a flowchart, mind map, org chart,
or any chart that uses SmartDraw’s automatic connectors, simple hold down the Ctrl key and use the
up, down, left or right arrow key. To add a shape below a selected shape, you can also use the “Enter”
key or use “Insert” to add a shape to the right.

Here are some other keyboard shortcuts you may find useful:

 Ctrl + Drag                   Forces a shape to enlarge proportionally
 Shift + Ctrl                  Zoom in (stops at 800%)
 Shift + Ctrl + G              Ungroup
 F1                            Help Index
 F3                            Find Next (Find and Replace dialog)
 Alt+F4                        Exit / Close SmartDraw
 Delete                        Clear / Delete selected object
 Ctrl+A                        Select All
 Ctrl+B                        Bold Text
 Ctrl+C                        Copy
 Ctrl+D                        Duplicate
 Ctrl+F                        Find
 Ctrl+G                        Group
 Ctrl+H                        Replace
 Ctrl+I                        Italicize Text
 Ctrl+K                        Insert Hyperlink
 Ctrl+M                        Executes Text Entry Mode (only if shape or line is selected)


4     www.smartdraw.com 858-225-3300 ©2011 SmartDraw, LLC. All rights reserved.
Ctrl+N                        New Document
Ctrl+O                        Open Document
Ctrl+P                        Print
Ctrl+Q                        Save changes and exit / close SmartDraw
Ctrl+S                        Save
Ctrl+T                        Opens Font Dialog
Ctrl+U                        Underline Text
Ctrl+V                        Paste
Ctrl+W                        Save changes and exit to template selection screen
Ctrl+X                        Cut
Ctrl+Y                        Redo
Ctrl+Z                        Undo
Ctrl +                        Zoom In
CTRL -                        Zoom Out
CTRL + Directional            Add shape in up/down/left/right (only works when auto connector is
Arrow                         present)
Enter (Return key)            Add Shape Below
Insert                        Add Shape to the right




5    www.smartdraw.com 858-225-3300 ©2011 SmartDraw, LLC. All rights reserved.

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Getting Started with SmartDraw VP

  • 1. Getting Started with SmartDraw February, 2011 Just as the word processor makes it possible for anyone to create beautifully formatted written documentation, SmartDraw, the world’s the visual processorTM, makes it possible for anyone to create presentation-quality visuals just as easily. Before the visual processor, visuals had to be created manually with complex graphics software. Even for experts, producing a visual like a flowchart was time consuming and the results were often not presentation-quality. SmartDraw automates the creation of visuals to such a degree that anyone can do it, and get great results in minutes. SmartDraw includes specialized templates for 70 different types of visuals. Everything from flowcharts to floorplans. To get started, simply pick the right template and the visual processor will help you quickly create, automatically format, and easily share your visual with your colleagues and clients. Start with a Basic Visual Template When you first open SmartDraw, you’ll notice that the category Popular is selected and you can choose a template from one of SmartDraw’s most commonly used visual types including flowcharts, floor plans, charts and graphs, org charts, and mind maps. 1 www.smartdraw.com 858-225-3300 ©2011 SmartDraw, LLC. All rights reserved.
  • 2. To select one of these, simply click the symbol representing the visual type and you’ll be taken to the application screen where you can start creating. If the visual you want to create is not shown here, click the “More” file folder to view the full list of basic visual templates or search for a specific template using the search bar the at top. If you choose one of the diagram types from the left column, you’ll be presented with a basic template as well as some examples. With SmartDraw, you’ll never have to start with a blank page. Creating Your Visual Once you’ve selected a visual template, you will arrive at the Application Screen, where you will be able to create your visual using a customized set of tools aimed to make creating your visual as automatic as possible. 2 www.smartdraw.com 858-225-3300 ©2011 SmartDraw, LLC. All rights reserved.
  • 3. The Work Area Your visual will be built in the Work Area. As you add more symbols to it, the Work Area will automatically grow to make room. The Ribbon The Ribbon contains all of the functions you need for any basic manipulation of the items in your visual like changing theme color, fonts, and alignments. These buttons never change for any visual. The functions are organized into some logical categories and located on different tabs. You can navigate the tabs of the ribbon by clicking on them. The SmartDraw Button and Quick Access Toolbar The SmartDraw button opens a menu containing functions such as New, Save, Export, and various other options for basic document settings. The Quick Access Toolbar allows you to export your visual in a single click to a PDF, Microsoft Word®, PowerPoint®, or Excel®. 3 www.smartdraw.com 858-225-3300 ©2011 SmartDraw, LLC. All rights reserved.
  • 4. SmartPanel In contrast to the Ribbon, each visual has its own unique SmartPanel, with controls specialized to building that particular visual. Some will have symbol galleries for adding symbols, others have “Add Text” buttons, and many have specific buttons for adding things like tasks, topics, ancestors, and so on. Many SmartPanels, employ Automatic Shape Connectors, which means you will not only add a symbol, but it will also be connected to another symbol already in the Work Area, with perfect spacing and placement. These give you the ability to produce your visual with record speed. SmartHelp Because each visual is different from the others, SmartDraw has visual-specific SmartHelp focusing on how to use SmartPanel and the Ribbon to build the visual for which your template was intended. Many tasks discussed in SmartHelp also have a link to a web-based video which shows you how to perform that task. Keyboard Shortcuts Create your entire chart without taking your hands off the keyboard with quick and easy keyboard controls. To add a shape to a flowchart, mind map, org chart, or any chart that uses SmartDraw’s automatic connectors, simple hold down the Ctrl key and use the up, down, left or right arrow key. To add a shape below a selected shape, you can also use the “Enter” key or use “Insert” to add a shape to the right. Here are some other keyboard shortcuts you may find useful: Ctrl + Drag Forces a shape to enlarge proportionally Shift + Ctrl Zoom in (stops at 800%) Shift + Ctrl + G Ungroup F1 Help Index F3 Find Next (Find and Replace dialog) Alt+F4 Exit / Close SmartDraw Delete Clear / Delete selected object Ctrl+A Select All Ctrl+B Bold Text Ctrl+C Copy Ctrl+D Duplicate Ctrl+F Find Ctrl+G Group Ctrl+H Replace Ctrl+I Italicize Text Ctrl+K Insert Hyperlink Ctrl+M Executes Text Entry Mode (only if shape or line is selected) 4 www.smartdraw.com 858-225-3300 ©2011 SmartDraw, LLC. All rights reserved.
  • 5. Ctrl+N New Document Ctrl+O Open Document Ctrl+P Print Ctrl+Q Save changes and exit / close SmartDraw Ctrl+S Save Ctrl+T Opens Font Dialog Ctrl+U Underline Text Ctrl+V Paste Ctrl+W Save changes and exit to template selection screen Ctrl+X Cut Ctrl+Y Redo Ctrl+Z Undo Ctrl + Zoom In CTRL - Zoom Out CTRL + Directional Add shape in up/down/left/right (only works when auto connector is Arrow present) Enter (Return key) Add Shape Below Insert Add Shape to the right 5 www.smartdraw.com 858-225-3300 ©2011 SmartDraw, LLC. All rights reserved.