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1.2.8 Visio for Patent Professionals: Working With Pages

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Explore the essentials of managing pages in Visio. This video demonstrates how to add, delete, rearrange, and navigate pages within your Visio document. Learn these key skills to efficiently organize your patent drawings and streamline your drafting process.

Key Takeaways

  • Navigating Pages: Click on a page tab to navigate to that page in your Visio document.
  • Inserting New Pages: Right-click on a page tab and select “Insert” to add a new page next to the selected one, or use the plus sign at the end of the page tabs to add a new page at the end.
  • Deleting Pages: Right-click on a page tab and select “Delete” to remove that page.
  • Renaming Pages: Right-click on a page tab, select “Rename,” and type the new name for the page.
  • Reordering Pages: Right-click on a page tab, select “Reorder Pages,” click on the page you want to move, and then position it where you want.
  • Duplicating Pages: Right-click on a page tab and select “Duplicate” to create a copy of that page with its contents.
  • Page Setup: Use page setup to configure page characteristics, but IP Da Vinci provides pre-set templates with optimal settings for patent drawings, so this may not be necessary.
  • Join Our Webinars: Register for our free webinars to deepen your Visio knowledge and connect with the community.

Try This Yourself:

Prerequisite for the Exercise

Before starting this exercise, please follow these steps:

  1. Download the File: Fill out the form below to get the Visio-How-Tos—Working-with-Pages.vsdx file.

    Download Form

    • Open the File: After downloading, open the file to begin the exercise.
    Exercise Steps

    1. Insert a New Portrait Page via Shortcut Menu:

    • Start from an existing portrait page if you’re using IP DaVinci’s custom Drawing Template.
    • Right-click the page tab and choose “Insert Page” from the shortcut menu.
    • The new page will inherit all properties, including page type and background, from the selected page.
    • Click “OK” to add the new portrait page.

    2. Insert a New Landscape Page via Shortcut Menu:

    • Start from an existing landscape page if you’re using IP DaVinci’s custom Drawing Template.
    • Right-click the page tab and choose “Insert Page” from the shortcut menu.
    • The new page will inherit all properties, including page type and background, from the selected page.
    • Click “OK” to add the new landscape page.

    3. Insert a New Portrait Page via Insert Page Tool

    • Select an existing portrait page to ensure the new page inherits the correct orientation and properties.
    • Click the ‘+’ (Insert Page) tool located at the bottom of the page tabs.
    • A new portrait page will be added as the last page in the document, inheriting all properties from the selected page.

    4. Insert a New Landscape Page via Insert Page Tool:

    • Select an existing landscape page to ensure the new page inherits the correct orientation and properties.
    • Click the ‘+’ (Insert Page) tool located at the bottom of the page tabs.
    • A new landscape page will be added as the last page in the document, inheriting all properties from the selected page.

    5. Rename the Last Page via Right-Click Menu:

    • Navigate to the last page of your document by clicking on the rightmost page tab.
    • Right-click on the page tab and select “Rename” from the shortcut menu.
    • Type “Last” in the text field and press Enter or click outside the field to confirm the new name.

    6. Rename the First Page via Double-Clicking:

    • Navigate to the first page of your document by clicking on the leftmost page tab.
    • Double-click on the page tab to activate the text field for renaming.
    • Type “First” in the text field and press Enter or click outside the field to confirm the new name.

    7. Reorder Pages via Right-Click Menu:

    • Right-click on the page tab named “Last” and select “Reorder Pages” from the shortcut menu.
    • In the Reorder Pages dialog box, select the “Last” page and use the “Move Up” button to move it to the top of the list, making it the first page.
    • Next, select the page named “First” and use the “Move Down” button to move it to the bottom of the list, making it the last page.
    • Click “OK” to confirm the new page order.

    Recommended Reading

    Dive into our hands-on exercise to apply what you’ve learned. Access the written instructions, download the practice file, and watch the video demonstration to enhance your Visio skills.

    • Working with Pages: Explore the functionality of working with multiple pages in Microsoft Visio to organize and manage complex patent drawings efficiently in our practical guide.

    Recommended Webinars

    Further explore the topics covered in this article by attending our webinars. These sessions offer additional insights and the opportunity to ask questions and interact with experts in Visio for patent practice.

    • Basic Visio Skills for IP Professionals: Discover the fundamentals of Microsoft Visio in our webinar tailored for IP professionals, covering basic skills to streamline your patent drawing process.
    • Visio Q&A Fridays: Join our “Visio Q&A Fridays” webinar series to get expert answers to your questions and enhance your proficiency in using Visio for IP-related work.

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