Creating an overview

In order to create a new overview diagram press the New overview button in the Insert group of the Home tab. You can also right mouse click the Under review pane and select the New Overview item from the pop-up menu.

 

NewOverview

 

The following dialog will appear:

 

NewOverview2

 

Type a name of the new overview (must be different than any diagram name in the Under review pane) and press OK.

 

You will notice that a new item is created in the Under review pane. This item will have the entered name, the state Concept and the version number 1.

 

NewOverview3

 

The new overview item can appear further in the list because the Under review pane shows the submitted diagram versions first.

In the same time, a new page is created in the Diagrams pane that contains the diagram of the new overview. Initially the diagram is empty. Moreover, the Diagram tab appears in the ribbon and is automatically selected so you can immediately start designing the overview by adding shapes.

 

Note: You cannot delete an overview even if it was created in the Engage Process Publisher. You can only reject it.

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