Visio’s bread-and-butter is business process management (BPM). Since its launch, Visio has helped millions of users discover, visualize, analyze, measure, improve, and optimize their business processes. We’ve made countless investments in this space over the years, from thousands of new shapes to expedited methods for creating data-linked diagrams, like Data Visualizer.
That momentum continues today with Export to Word, Visio’s latest BPM feature that allows you to automatically document your Visio process diagrams in Microsoft Word. Export to Word is currently only available to Office Insiders with a Visio Online Plan 2 subscription (Visio desktop version 16.0.10219 or later). Visit the Office support site if you need help determining your version.
While Visio is the perfect tool for modeling business processes, people found it difficult to document those processes for communication, auditing, planning, compliance, and recordkeeping purposes. Users were often stuck manually creating their own process documentation, pasting diagram parts into Word, entering and refreshing metadata, and writing descriptions. This kind of workaround is hugely time consuming and primed for mistakes, which can cause significant problems during process execution. Plus, inconsistent formatting can frustrate executives who need to quickly understand critical processes, while increased emphasis on corporate accountability and governance has put extra demands on BPM documentation.
Export to Word helps alleviate these issues. Thanks to an intuitive, wizard-like guide, Visio makes it easy to select all the appropriate diagram elements for your documentation, including specific shapes and their metadata (e.g., owner, cost, phase, etc.), and, in one click, export those elements to a Word document.
The resulting document pairs each element with its metadata, organized in a table, to give you a quick but detailed written reference for all diagram properties. Once done, you can easily share your document with critical stakeholders directly from within Word.
Export to Word can help users in a variety of roles across industries. Here are just a few use cases to spark ideas for your company.
Visit our support site for step-by-step guidance on how to use Export to Word. Please reach out to us at firstname.lastname@example.org if you have additional questions about the feature or suggestions for improving it. We also invite you to send us your suggestions about this and other features through the Visio UserVoice site. Lastly, please follow us on Facebook and Twitter and join our Tech Community to keep up on the latest Visio news.
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