Templates & Documents

Templates

• Navigating the Template Browser
• Choosing the Right Template
• Finding Templates
• Opening Templates
• Creating a Custom Template for Your Team

My Documents

• List or Grid View
• Opening an Existing Document
• Creating Folders
• Version History
• The History Dialog
• Using Your Existing Files with the New SmartDraw

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File Storage

• Save As Dialog
• Add a Storage Provider: Google Drive, Microsoft OneDrive, SharePoint, Box, DropBox,
• Changing the Default Storage Provider