Sharing & Collaborating on a Document in Visio Professional 2019
Visio Professional 2019
| Intermediate
- 6 videos | 16m 19s
- Includes Assessment
- Earns a Badge
Learn how to interact with others by using Visio tools described in this 6-video course, recorded in a Visio Online Plan 2 environment. First, learners observe how to verify diagrams, use comments tools, and check out the file. Before a file is shared, observe how to use the app's validation tool to determine whether any issues exist within the diagram. Continue by observing how to easily share documents via e-mail or a link, and how to manage permissions. Key topics covered here include how to create a Master Document, containing subdocuments that can be linked to or fully integrated into a Master Document; and how to organize and keep track of different illustrations in a document with a table of figures, much like a table of contents. This table can be updated automatically and adjusted to show figures, page numbers, and names. When interacting with others, you will learn how to leave comments on specific parts of documents, and how to prevent other users from editing files while you are still using them.
WHAT YOU WILL LEARN
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Check if there are issues with your visio diagram
Send an attached file by e-mail
Share a file saved in onedrive or sharepoint -
Change permissions of shared files
Add, edit, reply and remove comments
Block others to change the file while you're editing
IN THIS COURSE
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2m 53sBefore you share your diagram, make sure there are no issues with it. Visio has a tool to check your document against certain rules to make sure your processes are well designed. FREE ACCESS
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2m 57sVisio has a shortcut allowing you to send your document by email. In one click, you can connect to Outlook and send your file to a contact or collaborator. FREE ACCESS
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3. Sharing a file in Visio Professional 20193m 14sWith Visio, you can share your documents via a link. In this video you'll see how to set the sharing permissions for your diagram and how to quickly create a shared link. FREE ACCESS
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4. Managing shared files in Visio Professional 20192m 8sVisio allows you to change the permissions of a shared diagram. You can change the permissions for read mode and editing, add an expiration date to your link and also completely remove the permissions if you decide you don't want to share the document anymore. FREE ACCESS
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5. Adding comments to a document in Visio Professional 20192m 33sWhen collaborating on different documents on Visio, you can use the comment feature to discuss your projects. In this video you will see how to leave a comment, reply to and delete a comment. FREE ACCESS
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6. Using the Check Out option in Visio Professional 20192m 34sIf you shared a document storaged on SharePoint or OneDrive, you can use the Check Out option to prevent others to make changes to the file while you're editing it. Once the changes are made, just use the check in option to make the document available again. FREE ACCESS
EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE
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