Flowcharts play a critical role in business communications, especially as aids in conceptualizing accounting processes. Wdesk allows you to create flowcharts within a Presentation slide.
To begin creating a flowchart, select a slide in the Presentations outline panel to the left, go to the Edit toolbar and click Shape. This shows you all shapes which can be used for flowcharting, including a section for flowchart-specific shapes.
Click on the shape you wish to use and click drag on your slide to create the shape. As you place a shape, gridlines will appear for accurate alignment. You can also double click to insert a shape using a default size.
To insert multiple shapes of the same type, right-click on the shape in the drop-down; this puts you into sticky insert mode. Then click and drag on your slide in each place where you want that shape to appear.
You can continue to add the same shape until you press the Escape key on your keyboard. This feature is particularly helpful when connecting many shapes with elbows or lines.
Objects can be resized or rotated using the handles that appear when the shape is selected. Multiple shapes can be moved or resized simultaneously by selecting multiple and dragging/resizing as a group.
Select a shape and right-click to access the Shape Properties panel. In the Shape Properties panel, you can set an explicit X/Y position on the slide and change the exact size or rotation of the shape.
Adding Text to Shapes
To add text to your flowchart shape, elbow, or line, double-click in a shape. Use the Edit toolbar or right-click to access Paragraph Properties to format your text.
You can add a comment to text from the right-click menu. Text inside of shapes can also be hyperlinked or used to create a source link. Link into shapes from a Spreadsheet or your SOX or Internal Audit Database.
To adjust the layout dimensions of your flowchart, go to File > Properties > Presentation Properties. Choose the Slide Formats tab and set your desired width and height.
Once you have inserted multiple shapes, you can draw a line with an arrow between them. Go to Shape in the Edit toolbar, then choose a line, arrow or elbow connector under LINES AND CONNECTORS.
When you are drawing a connector between two shapes, the endpoints convert to a green circle when the arrow and the shape are connected. Once they are connected, you can move the shape and the elbow or line will remain attached to the shape.
If you want to adjust the line weight, style, or endpoints, use the options located in the Border Format dropdown.
An elbow connector is a specific type of arrow that allows you to depict intricate workflows. Click on the elbow connector in the drop down menu and then on the first shape in your flowchart that you wish to connect to another shape.
Drag the elbow connector to the second shape. Again, the gridlines that temporarily appear on the slide and the blue dots in key locations on the shapes will help you to place the elbow connector in the desired location. Release your mouse and click away from the shapes to see the placement.
If you’d like to move the elbow connector, hover over the elbow connector until the double arrows appear. Then click and drag the elbow connector to adjust the placement.
Adding Text to Connectors
To add text to either an elbow or line, simply double click the elbow or line and a text box automatically appears. Simply add your content. This text box is coupled to the line or elbow. When the line or elbow is moved, the text moves as well; this reduces the amount of editing you need to do when updating flowcharts in the future.
Once text is added to a line or elbow, it can be moved and formatted similar to a full-fledged text-box.
Changing Slide Dimensions
To give a slide different dimensions than the rest, create a master layout with custom slide dimensions. To do so, navigate to View > Masters.
Use the Master Properties panel on the right to set the dimensions of your layout. The dimension you set on the layout slide will set the dimensions to the same size of any slide using that layout.
For precision work, use the Zoom feature. You can zoom in and out using the zoom in/out buttons in the bottom right corner in the Wdesk editor.
Custom Logos and Shapes
To insert a custom logo or other unique shape, upload the image as a PNG or JPEG file by clicking on the Image icon in the toolbar and choose the appropriate file. To resize, select the image so that the resize handles will appear.
Note: Visio™ files can also be uploaded. Contact support to get this process started.