SmartDraw Organizational Chart Tutorial

WORKING WITH MICROSOFT OFFICE^®

SmartDraw makes it easy to copy your completed diagram into any Microsoft^® application, including Word^®, PowerPoint^®, and Excel^® with just a single click.

You can quickly add professional organizational chart to your memos, proposals, and presentations!

Go ahead! Impress your colleagues and boss with graphic design skills you didn't even know you had!

"Copy to ____" Buttons
The easiest way to copy a SmartDraw org chart into another Windows^®-based program is to simply click on one of the Office toolbar buttons or Common Controls at the top left of the SmartDraw toolbar.

Choose Word^®, Excel^®, or Powerpoint^®! The button will open the selected program for you—if you don't have it running already—and insert your entire document. It's that simple!

Saving as a PDF
If you want to share your SmartDraw document as a PDF, all you have to do is click on the red PDF button in the Common Controls in the upper left corner of your toolbar.

You'll have a choice to name and save your PDF where you choose.

Editing the Embedded Document
When you paste your diagram into another program you are actually embedding it.

This means that the image in the other program is not just a simple picture. The other program remembers that the diagram came from SmartDraw and allows you to edit and update the graphic within SmartDraw.

So to edit a SmartDraw diagram in another program, simply double-click.

Update the Document
When you are done, simply close the document. This will transfer the changes you made back to the diagram in wherever it is embedded.

Paste Special
Another way to transfer your org chart to another Windows^®-based program is to paste an OLE Link using the other program's Paste Special command usually found under the Edit menu or tab.

Because Paste Special creates a link between the other program and th original SmartDraw file, any changes you make to the original SmartDraw diagram will automatically appear in the drawing pasted elsewhere.

To use Paste Special, first save the diagram in SmartDraw (pasting a link will not work if the file is not saved first), then select and copy your SmartDraw diagram. In the other program, under Paste Special select Paste Link.

About OLE Linking
OLE linking creates a shortcut between the diagram in another program and the original SmartDraw file. When you simply copied-and-pasted (embedded) the graphic, the other program only remembered that the diagram came from SmartDraw but not the particular file it came from.

When you paste a link to the actual SmartDraw file, any changes to the original diagram will be automatically reflected in the linked diagram.

This feature can be a real time-saver if you need to use a single SmartDraw graphic in many different Microsoft Office^® documents.

For example, let's say you want to always keep an updated version of your flowchart in three different corporate documents simultaneously: a Word^® document, a PowerPoint^® presentation, and an Excel^® spreadsheet. You need not update all three documents. Just update the linked SmartDraw diagram, and the documents will all automatically update themselves!