Flow Charting 5: User'S Guide

FLOW CHARTING™ 5
USER'S GUIDE
PATTON & PATTON SOFTWARE CORPORATION

3815 North Oracle Road Tucson, Arizona 85705 USA
February 2002
IMPORTANT NOTICE
L IC E N S E A G R EEM EN T - Flow C harting 5 S ingle-U ser S oftw are P roducts

Information in this document is subject to change without notice and paragraphs (c)(1) and (2) of the Commercial Computer Software -
does not represent a commitment on the part of Patton & Patton Soft- Restricted Rights at 48 CFR 52.227-19, as applicable.
ware Corporation, herein called the “Company”. Copyright © 2002
5. (a) Limited Warranty. The Company warrants that the SOFTWARE
Keith Patton and William L. Patton, Sr. All rights reserved.
will perform substantially in accordance with the written materials
This is a legal agreement between you (an individual or an entity) and accompanying the SOFTWARE. The Company warrants that the media
the Company. The software product will include all or some of the fol- containing the SOFTWARE will be free from defects in materials and
lowing items: a CD ROM, a printed box, manual, a site license doc- workmanship under normal use for a period of ninety (90) days from
ument, and other materials, or for ESD versions it would include the the date of receipt. The Limited Warranty is void if defects are the result
downloaded electronic copy of the Flow Charting program files. The of accident, abuse, or misapplication of the SOFTWARE. To make a
included items that you received are herein called the “SOFTWARE”. warranty claim for defective product, return the defective material,
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Flow Charting 5, Flow Charting PDQ, Flow Charting 4, SensibleShapes,
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Excellence in Charting the Flow of Ideas
TM
include the most recent update and all prior versions.

www.patton-patton.com
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CONTENTS
INTRODUCTION
FLOW CHARTING 5 FEATURES ........................................................................ix
WHAT’S NEW IN FLOW CHARTING 5..............................................................xi
CHAPTER 1
GETTING STARTED
SYSTEM REQUIREMENTS................................................................................1-1
INSTALLING AND STARTING THE PROGRAM............................................1-2
CREATING A NEW CHART...............................................................................1-3
OPENING A CHART ...........................................................................................1-4
SAVING A CHART..............................................................................................1-5
PRINTING A CHART ..........................................................................................1-6
QUITTING THE PROGRAM...............................................................................1-8
GETTING HELP ...................................................................................................1-9
Jump Start ..........................................................................................................1-9
Tip of the Day ....................................................................................................1-9
Technical Support ............................................................................................1-10
Flow Charting 5 User’s Guide iii

CONTENTS
CHAPTER 2
WORKING WITH CHARTS & WINDOWS
OVERVIEW ......................................................................................................... 2-1
Minimize, Maximize, and Restore the Main Window ...................................... 2-3
ARRANGING CHARTS ...................................................................................... 2-4
FLOW CHARTING 5 WINDOW ELEMENTS .................................................. 2-5
Menu Bars ......................................................................................................... 2-5
Tool Bars ........................................................................................................... 2-5
The Command Tool Bar.................................................................................... 2-6
Status Bar .......................................................................................................... 2-7
TEMPLATES........................................................................................................ 2-8
MOVING AROUND ON THE CHART CANVAS............................................. 2-9
Scrolling ............................................................................................................ 2-9
Viewing a Specific Page.................................................................................. 2-10
Zooming In or Out for Details......................................................................... 2-10
CHAPTER 3
WORKING WITH SHAPES
ADDING A SHAPE ............................................................................................. 3-2
Adding Text to a Shape ..................................................................................... 3-4
Clearing Text from a Shape............................................................................... 3-4
QuickConnect™ shapes .................................................................................... 3-4
SELECTING SHAPES ......................................................................................... 3-5
Moving Shapes .................................................................................................. 3-6
Copying Shapes................................................................................................. 3-7
Deleting Shapes................................................................................................. 3-7
SHAPE ATTRIBUTES......................................................................................... 3-8
The ShapeManager™........................................................................................ 3-9
CHANGING ATTRIBUTES. ............................................................................. 3-11
Mixed Attributes ............................................................................................. 3-11
Pen Thickness (Style) .................................................................................. 3-12
Pen Color or Fill Color.................................................................................... 3-12
Fill Pattern ................................................................................................... 3-13
Shadow Style ............................................................................................... 3-13
Size Of Shape: ................................................................................................. 3-14
Type Of Shape:................................................................................................ 3-14
SHAPE NAME DROP-DOWN MENU ............................................................. 3-15
Changing Type of a Shape or Group of Shapes .............................................. 3-15
Changing Size of a Shape or Group of Shapes ............................................... 3-15
TOOL MANAGER TABS.................................................................................. 3-16
iv Flow Charting 5 User’s Guide

CONTENTS
WORKING WITH TEMPLATES.......................................................................3-16

Opening and Closing a Template.....................................................................3-16
Resizing a Template.........................................................................................3-17
Hiding the Templates .......................................................................................3-17
Viewing Template Properties...........................................................................3-18
CHAPTER 4
WORKING WITH LINES
STICKY LINES.....................................................................................................4-1
ADDING A LINE..................................................................................................4-2
ATTACHING AND DETACHING LINES..........................................................4-3
QUICKCONNECT LINES....................................................................................4-5
SELECTING LINES .............................................................................................4-6
Moving Lines .....................................................................................................4-6
Copying Lines ....................................................................................................4-7
Deleting Lines ....................................................................................................4-7
LINE ATTRIBUTES .............................................................................................4-8
The LineManager ...............................................................................................4-8
CHANGING ATTRIBUTES...............................................................................4-11
Mixed Attributes ..............................................................................................4-11
Path Type .....................................................................................................4-11
Free-Angle Lines.........................................................................................4-12
Squared Lines..............................................................................................4-12
Curved Lines ...............................................................................................4-13
Line Endcaps ................................................................................................4-13
Pen Thickness (Style) ...................................................................................4-14
Pen Color ......................................................................................................4-15
EDITING THE PATH OF A LINE .....................................................................4-15
Moving a Line or Its Points..............................................................................4-15
Changing a Line’s Exit Point ...........................................................................4-17
Adding and Deleting Points .............................................................................4-17
Adding and Deleting Bypasses ....................................................................4-18
Reshaping a Squared Line ............................................................................4-18
USING THE TOOL MANAGER TABS ........................................................4-19
CHAPTER 5
WORKING WITH TEXT
ADDING TEXT ....................................................................................................5-1
WORD-WRAPPING .............................................................................................5-3
KEYBOARD NAVIGATION...............................................................................5-4
Flow Charting 5 User’s Guide v

CONTENTS
SELECTING TEXT.............................................................................................. 5-4

TEXT ATTRIBUTES ........................................................................................... 5-5
The TextManager .............................................................................................. 5-6
Mixed Attributes ............................................................................................... 5-8
Tool Manager Tabs ....................................................................................... 5-8
CHANGING ATTRIBUTES WITH TEXTMANAGER ..................................... 5-9
Font Type or Size .......................................................................................... 5-9
Text Style ...................................................................................................... 5-9
Pen Color or Fill Color.................................................................................... 5-10
Text Justification ......................................................................................... 5-10
INSERTING FILE NAME, DATE OR TIME STAMPS................................... 5-11
SPELL CHECKING ....................................................................................... 5-12
Check Spelling on One or More Words .......................................................... 5-13
Check Spelling on One or More Objects......................................................... 5-13
Check Spelling on Entire chart or file ............................................................. 5-13
WORDS NOT FOUND IN DICTIONARIES .................................................... 5-14
CUSTOMIZING THE SPELL CHECKER ........................................................ 5-15
CUSTOM DICTIONARIES ............................................................................... 5-18
CHAPTER 6
WORKING WITH OBJECTS (LINES, SHAPES & TEXT)
UNDOING AND REDOING YOUR CHANGES ............................................... 6-1
SELECTING OBJECTS ....................................................................................... 6-2
MOVING OBJECTS ............................................................................................ 6-3
PLACING OBJECTS ACCURATELY................................................................ 6-4
Using the grid .................................................................................................... 6-4
Using the Crosshair ........................................................................................... 6-4
ALIGNING OBJECTS ......................................................................................... 6-5
Aligning Edges or Centers ................................................................................ 6-5
Equally Spacing Objects ................................................................................... 6-6
COPYING OBJECTS ........................................................................................... 6-6
DELETING AND CUTTING OBJECTS ......................................................... 6-7
RESIZING OBJECTS........................................................................................... 6-8
CHANGING AN OBJECT’S SPECIAL ATTRIBUTES..................................... 6-9
Changing Front to Back Order (over/under lapping) ........................................ 6-9
Making Objects the Same Size.......................................................................... 6-9
Freezing Objects.............................................................................................. 6-10
vi Flow Charting 5 User’s Guide

CONTENTS
CHAPTER 7
PRINTING A FLOWCHART
Print a Chart .......................................................................................................7-1
Printing Options Dialog Box..............................................................................7-2
CHAPTER 8
SPECIAL FEATURES
OLE .......................................................................................................................8-1
CLIPBOARD FORMATS SUPPORTED BY FLOW CHARTING 5 .................8-4
DRAG AND DROP...............................................................................................8-6
SENDING MAIL...................................................................................................8-6
IMPORTING AND EXPORTING ........................................................................8-7
HYPERLINKS.......................................................................................................8-9
CHAPTER 9
CUSTOMIZING FLOW CHARTING 5
RESETTING SNAPSHOT TO FACTORY DEFAULTS.....................................9-1
LISTING OF FACTORY DEFAULT SETTINGS ...............................................9-2
SELECTING CUSTOM COLORS .......................................................................9-2
CUSTOMIZING TEMPLATES............................................................................9-3
Creating a New Template ..................................................................................9-4
Editing Symbols .................................................................................................9-6
Editing Symbols That Exist In Flow Charting 5 Charts ....................................9-7
Creating Custom Symbols .................................................................................9-8
PROGRAM PREFERENCES DIALOG .............................................................9-10
Tool Tips, Rulers, and Grid on/off...................................................................9-11
Shape Reflective Resizing ...............................................................................9-12
Lines - Stick to Objects ....................................................................................9-13
Lines - Snap to Grid .........................................................................................9-13
Lines - Edit Endcap Selection ..........................................................................9-14
Text Overwrite on/off ......................................................................................9-14
Spell Check Options.........................................................................................9-14
CHART SETUP DIALOG ..................................................................................9-15
Page Settings (Page Size, Orientation, and Margins) ......................................9-16
How to make chart page larger .......................................................................9-16
Size of Chart (How many pages) .....................................................................9-18
Page Number Order .........................................................................................9-19
Flow Charting 5 User’s Guide vii

CONTENTS
Display Options (Grid lines, Page Breaks) .................................................... 9-19

Printing Options (Fit to Page, Skip Blank Pages) ........................................... 9-20
APPENDIX A
MENU AND KEYBOARD REFERENCE
APPENDIX B
TEMPLATES
viii Flow Charting 5 User’s Guide

INTRODUCTION
Thank you for purchasing Flow Charting 5. We have been producing software to
let you draw flowcharts and other business diagrams since 1982. Our software is
designed with simplicity in mind, so you can learn it quickly, and produce
professional diagrams even more quickly. Flow Charting 5 will let you focus on
business solutions instead of difficult business software.
FLOWCHARTING
A chart is an organized combination of shapes, lines, and text that graphically

illustrates a process or structure. For example, you might need to tell a co-worker
how to complete a complex task. If you describe the task in words, it might sound
both complicated and confusing: “If you don’t need to do step 4, skip to step 7.
When you finish step 7, you can go back to step 2 . . .” Putting these same
instructions in a flowchart takes the confusion out and makes the complicated
look simple. Using flowcharts to describe this very same flow of tasks can
dramatically reduce a learning curve.
Flow Charting 5 User’s Guide ix

INTRODUCTION
Here’s an example of how you could use shapes, lines, and text to build a chart:
• The shapes (such as rectangles, circles, or diamonds) represent each step or

decision point in the process.
• The lines show the continuity of the process, demonstrating the paths the user
should follow.
• The text briefly describes each part of the process. Follow along on this simple
flowchart:
Turn on the Log onto the

Computer network
Logon Start
Yes
OK Applications
?
No
Notify System
Administrator
The charts you can create with Flow Charting 5 are called by many different
names (sometimes called structured diagrams or entity-relationship diagrams), but
they will always be flowcharts. There are many types of charts you can create
with Flow Charting 5, including the following:
• Flowcharts
• Data flow diagrams
• Organization charts
• Genealogy charts
• Network diagrams
• ISO 9000 charts
x Flow Charting 5 User’s Guide

INTRODUCTION
PROGRAM FEATURES
In addition to being easier to learn and use, Flow Charting 5 has been redesigned
to be more powerful and to fully support the new Windows family (2000, ME,
XP). If you are upgrading from Flow Charting PDQ you will enjoy the newer
features of Flow Charting 5 - please turn to the last page of this Introduction for a
listing of the new features.
This program makes it easy to create the charts you need to communicate your
ideas. It includes these important features and more:
• Point and Click chart construction and editing

For example, you can “point and click” to choose a Shape, choose Line insert
mode, or Text insert mode, and then point and click in the chart where you
want to insert this object. You can also click an existing object to select it, and
then change any of its attributes, for example, the color.
• Complete control over the look and size of your charts

You can easily control the look of your charts by specifying the attributes of
each object, such as colors, patterns, line types, alignment, text font/size,
highlighting and fill patterns.
You can create a small chart on a single page, or you can create a large chart
that is spread out over many pages. You can set it up for US Standard Fan
Fold (14 7/8 x 11), Tabloid (11 x 17), cut sheet Letter size, or any other size
that your printer accommodates. The page margins will adjust and the on-
screen page perforations will show you your correct work area.
• Chart Page Layout
Flow Charting 5 will set up pages in a canvas format with a 10 page x 10 page
maximum. The 10 x 10 canvas is probably best used for the editing
convenience of letting you put disassociated charts on one grid for easy
manipulation, and still be able to make 1 x 10 page streaming charts in either
the horizontal or vertical direction.
• Backwards File Compatibility

Flow Charting 5 will load and edit all older Flow Charting file formats, even
Flow Charting 4 charts. The Flow Charting I and II have to be converted but
the converter is included on the CD.
Flow Charting 5 User’s Guide xi

INTRODUCTION
• Fit to 1 Page Printing Feature

You can select this feature from Chart Setup or from the Print Dialog. It will
take all the chart data and adjust it to print on a single page.
• Reset Attribute Defaults Back to Factory Settings
Included on the CD is a full featured Reset program that will set all user
changeable settings (such as Pen Color, Basic Colors, Line Thickness, etc.)
back to factory settings.
• Automatically Space Evenly Between Objects
We continue with a full alignment feature that aligns the edges, and tops or
bottoms among a selected group of objects. Now we have added the ability to
space evenly between objects! This new feature will cause a group of shapes
or objects to be evenly spaced in either the horizontal or vertical axis.
• Automatically Make Selected Objects the Same Size
The program will take a selected number of objects and adjust their sizes to be
equal to the size of the bigger of the selected items. Great for chart clean-up.
• Customize Your Edit Page
The program supports all regular Windows features like floating command
bars or menus. Anytime that you want more edit space - look at the usage of
the screen. If you have some menu functions that you seldom use - take them
off! Instant increase of edit space.
• New Double Structured Command Bar
The very useful Command Bar that switches between operating modes (line,
text, and shape insert) has been rebuilt with double the strength.
You now have two instant switches for each mode. Two switches for Text
means that you can pre-arm switch TextA to call up 10 point Arial and arm
switch TextB to call up 12 pt. Times New Roman. Shape1 could be a
rectangle; Shape2 a diamond, etc. And finally, Line1 might be used for lines
without terminating Arrows while Line2 is set up to include Arrows.
• Freeze
Freeze any object or group of objects into place to protect them from
accidental changes or movements. Perfect for chart backgrounds or revision
information.
-xii Flow Charting 5 User’s Guide

INTRODUCTION
• Object Grouping
Select any number of objects and click the “group” icon. These objects will
now operate as a single group. You can freeze them and they will stay put - no
accidental moves while you are setting up a page.
• Quick Response Tool Manager Tabs
The Tool Managers are now tabbed. If you have Text, Lines, and Shapes
selected, all tabs will be “on” and you only need to click the tab to call that
manager to the forefront.
• OLE Support
Embed Flow Charting 5 flowcharts or selected areas into other applications.
And it goes both ways - by allowing other applications to embed their objects
into Flow Charting 5. The program also supports drag and drop editing.
• Send Mail
Directly collaborate with remote co-workers. Send the flowchart that you are
currently working on with one click e-mail. Insert the last shape - click “send
mail” - fill out the address - and the latest rendition is on the way to another
Flow Charting 5 user.
• On-Screen Tabs for Each Open Charts
Gone is the need to go to the Main Menu|Window Drop-Down box to switch
between open files. Now all open files are tabbed for you at the bottom of the
work page. Simply “one” click on a tab and the other chart is active.
• Adobe’s PDF Format Supported
When the chart is completed just select “print” and then select “PDF”. Your
charts will now be saved in the popular PDF format for mailing to business
associates. They can now get the full impact of your charts - even mark them
up for your consideration. A better way to do business. Only available for
Adobe PDF Writer customers.
• Group Controls
Select an object (line, text frame, or shape) or many objects and group them
together. Once grouped they will act as one single unit. You can move it,
copy it, etc.
• Text Anywhere Frames
Click on one of the Text commands from the Command Bar and drag a text
frame at any place on a chart. When you drag the frame you size it for
Flow Charting 5 User’s Guide -xiii

INTRODUCTION
automatic word wrap. This frame can be copied, duplicated, or exported like
any other Flow Charting 5 object.
• SensibleShapes
When you resize certain Flow Charting 5 shapes the program will not distort
them. These shapes (curves, circles, etc.) have their aspect ratio protected
when they are created.
• Spell Checker
Check your document for misspellings with our dictionary of more than
100,000 words, plus use custom dictionaries that you create for company-
specific or project-specific words. Spell Checker is “on call” at all times.
• User Defined Startup Data Path
From Program Preferences you can select the path that the program will go to
for opening and saving chart data. This shortens the cycle when working on
defined projects.
• Import/Export
Import many popular formats of graphic files for things like custom shapes,
company logos, or photographs for personnel charts. Export sections of your
charts to be included in other applications.
• Hyperlink
Create multiple levels of charts with dynamic links between them. Great for
getting around large charts or between related charts.
• Robust Line Support
Supports lines at any angle, square lines, curved lines, and over 40 different
line caps (arrows, etc.). You can connect as many lines as you like to any
object without adding special connection points.
• Floating Tool bars
Move and place your tool bars anywhere on your screen - out of the way, or
close by to access tools quickly. See Chapter 2, “Working with Charts and
Windows.”
• Long File names
Make it easy to identify your charts and diagrams by using descriptive file
names with multiple words and spaces, such as “Organizational Chart for
Chicago Office.”
-xiv Flow Charting 5 User’s Guide

INTRODUCTION
• Custom Shapes and Templates

Add custom shapes, resize templates, or open multiple templates at the same
time with Flow Charting 5. For more information, see Chapters 3, “Working
with Shapes” and Chapter 8, “Customizing Flow Charting 5.”
• Context-sensitive Pop-Up Menus
Clicking with the right mouse button will give you the menus you need for the
tool you’re using at the moment, giving you instant options at your fingertips.
You can right-click chart objects, chart windows, templates and more to get
context-specific menus.
• QuickConnect™ Handle
The QuickConnect handle is a diamond symbol in the center of a selected
shape. To find out more about QuickConnect, see Chapter 3, “Working with
Shapes,” and Chapter 4, “Working with Lines.
• for Shapes: Flow Charting 5 can quickly pull the next shape (with line
and endcap already connected) by using the mouse and RIGHT dragging
the QuickConnect Handle.
• for Lines
Flow Charting 5 can quickly pull a line or pull a line to another shape by
using the mouse and LEFT dragging the QuickConnect Handle.
• QuickInsert™ Mode
The QuickInsert mode is brand new and destined to become the darling of all
flowcharting professionals. This mode sets two of the insert modes (Shapes
and Lines) into an “always on” condition. Click QuickInsert ON and click
ShapeA - now you can slide across the page with a click, click, click, click and
insert 4 shapes that quick!
• New Report Symbols on Org Template
The Template for Org Charts includes newly developed symbols for adding
direct reports to the Org Units. These symbols are designed to add one to
many direct reports as simply as inserting a shape.
• Automatic Word Wrap for Text
You can create paragraphs of text with full word-wrap support by dragging a
text frame to paragraph size, or you can simply click to enter text without
word-wrap.
Flow Charting 5 User’s Guide -xv

INTRODUCTION
• Metafiles
You can create Metafiles, or pictures right in Flow Charting 5 for export to
other devices and import metafiles into Flow Charting 5.
WHAT’S NEW IN FLOW CHARTING 5

The following list describes features that are introduced in this Product. These
same features are listed in the preceding paragraph and copied here as special
information for upgrading customers. If you are upgrading from a previous
Patton & Patton product, make sure that you acquaint yourself with these features.
• Complete control over the look and size of your charts

You can easily control the look of your charts by specifying the attributes of
each object, such as colors, patterns, line types, alignment, text font/size,
highlighting and fill patterns.
You can create a small chart on a single page, or you can create a large chart
that is spread out over many pages. You can set it up for US Standard Fan
Fold (14 7/8 x 11), Tabloid (11 x 17), cut sheet Letter size, or any other size
that your printer accommodates. The page margins will adjust and the on-
screen page perforations will show you your correct work area.
• Fit to 1 Page Printing Feature
You can select this feature from Chart Setup or from the Print Dialog. It will
take all the chart data and adjust it to print on a single page.
• Reset Attribute Defaults Back to Factory Settings
Included on the CD is a full featured Reset program that will set all user
changeable settings (such as Pen Color, Basic Colors, Line Thickness, etc.)
back to factory settings.
• Automatically Space Evenly Between Objects
We continue with a full alignment feature that aligns the edges, and tops or
bottoms among a selected group of objects. Now we have added the ability to
space evenly between objects! This new feature will cause a group of shapes
or objects to be evenly spaced in either the horizontal or vertical axis.
• Automatically Make Selected Objects the Same Size
The program will take a selected number of objects and adjust their sizes to be
equal to the size of the bigger of the selected items. Great for chart clean-up.
-xvi Flow Charting 5 User’s Guide

INTRODUCTION
• New Double Structured Command Bar

The very useful Command Bar that switches between operating modes (line,
text, and shape insert) has been rebuilt with double the strength.
You now have two instant switches for each mode. Two switches for Text
means that you can pre-arm switch TextA to call up 10 point Arial and arm
switch TextB to call up 12 pt. Times New Roman. Shape1 could be a
rectangle; Shape2 a diamond, etc. And finally, Line1 might be used for lines
without terminating Arrows while Line2 is set up to include Arrows.
• Quick Response Tool Manager Tabs
The Tool Managers are now tabbed. If you have Text, Lines, and Shapes
selected, all tabs will be “on” and you only need to click the tab to call that
manager to the forefront.
• On-Screen Tabs for Each Open Charts
Gone is the need to go to the Main Menu|Window Drop-Down box to switch
between open files. Now all open files are tabbed for you at the bottom of the
work page. Simply “one” click on a tab and the other chart is active.
• Adobe’s PDF Format Supported
When the chart is completed just select “print” and then select “PDF”. Your
charts will now be saved in the popular PDF format for mailing to business
associates. They can now get the full impact of your charts - even mark them
up for your consideration. A better way to do business. Only available for
Adobe PDF Writer customers.
• User Defined Startup Data Path
From Program Preferences you can select the path that the program will go to
for opening and saving chart data. This shortens the cycle when working on
defined projects.
• Context-sensitive Pop-Up Menus
Clicking with the right mouse button will give you the menus you need for the
tool you’re using at the moment, giving you instant options at your fingertips.
You can right-click chart objects, chart windows, templates and more to get
context-specific menus.
• New Report Symbols on Org Template
The Template for Org Charts includes newly developed symbols for adding
direct reports to the Org Units. These symbols are designed to add one to
many direct reports as simply as inserting a shape.
Flow Charting 5 User’s Guide -xvii

INTRODUCTION
• QuickInsert™ Mode
The QuickInsert mode is brand new and destined to become the darling of all
flowcharting professionals. This mode sets two of the insert modes (Shapes
and Lines) into an “always on” condition. Click QuickInsert ON and click
ShapeA - now you can slide across the page with a click, click, click, click and
insert 4 shapes that quick!
-xviii Flow Charting 5 User’s Guide

1
GETTING STARTED
This chapter gives you the information you need to begin using Flow Charting 5.
It briefly describes the following topics:
System Requirements
Installation of Flow Charting 5 Single User
Installation of LAN copies
Starting and Stopping the Program
Opening a Flowchart, and Closing a Chart
Printing a Chart, and
How to Get Technical Support
Flow Charting 5 User’s Guide 1-1

C H A P T E R 1 GETTING STARTED
SYSTEM REQUIREMENTS
To install and use Flow Charting 5, you need the following:
• Personal computer running Windows 95/98/2000/XP or Windows NT.

• One CD-ROM Drive
• Hard Disk space: Single User 10MB; LAN Server 12MB; LAN Client 6MB.
• Mouse or compatible pointing device
• Any printer or plotter supported by Windows
• Optional network supported by Windows
INSTALLING AND STARTING FLOW CHARTING 5

Flow Charting 5, built for Windows 98, 2000 and XP, works equally well on the
older Windows versions including the different versions of NT. The great news is
(thanks to Window’s protocols) that Flow Charting 5 works virtually the same for
all Windows platforms.
To install Flow Charting 5:

Note to Netword Administrators: Please see the section entitled “Network Section” for important
information regarding Network Installation.
Note to ESD Users (Electronic Software Download): If you have an ESD version of the program,
and purchased this manual separately, disregard all references to the CD and CD-ROM drive. Run
the setup program that was downloaded from the Internet.
Note to Upgrading Customers: Please see the section entitled “Upgrade Section” for important
information regarding backup files after installation.
Place the CD in your CD-ROM drive. The installation will start automatically if
your CD-ROM drive has the Auto Insertion Notification enabled. If the
installation does not start, browse to the CD-ROM drive with Windows Explorer
and double-click on the Autorun.exe file.
When prompted, enter the serial number that was supplied with your purchase.
The installation program displays progress messages and prompts you for
additional information.
Please view the Readme File when prompted to see information about the
program that may not be included in this manual.
1-2 Flow Charting 5 User’s Guide

After installing the Flow Charting 5 program files, the installation program
creates a new Flow Charting 5 icon in the Programs section of the Window’s Start
Button (and on the Desktop, it you selected that option).
To start Flow Charting 5
• Click the START button, click on Programs, then click on the Flow Charting 5
icon.
Upgrade Section
If you upgraded an earlier Flow Charting product to Flow Charting 5, you need to
backup a special file entitled “Fc5Info.ini”. This file was created during the
upgrade process.
Background Information: As long as Flow Charting 5 is installed on your system,

you can use the CD to maintain your installation. If you have a disk crash or need
to move Flow5, setup will need to find a previous version just as it did in this
installation. You have two options at this point: 1) re-install the old Flow charting
product prior to running Flow5 Setup, or 2) when asked to locate the old version,
browse to the folder/disk that contains the Fc5Info.ini file.
Step by Step instructions for making and using a backup copy of this file are
located in the Readme file on the program CD.
Network Section
Adding new User/Client Installations
Upon completing the Network version installation, the server directory contains
all of the Flow Charting 5 application files and a special file named
“NewUser.exe”. This .exe file is used to create new client installations.
From the NETWORK SERVER system:
1) Enable the client to share the Flow5 network folder (the server folder that
contains the Flow5.exe file).
From the CLIENT system:
1) Log-on to Windows (if running NT/XP/2000, log-on with Administrator or

Power-User rights).

2) Run Windows Explorer and browse to the server’s Flow5 folder.
3) Double-click on the NewUser.exe to start the installation program.
4) Answer the installation dialogs to complete the installation.

Note: Flow5 does not monitor the installation count. The responsibility for limiting the count to the
quantity of purchased licenses rests with the System Administrator.
Removing Cllient Installations from the NETWORK SERVER system:
From the Client system use the Windows Add/Remove programs, or from the
Flow5 program files folder, run the UnInstal_Client.exe file.
To Remove Flow Charting 5 from your system

If you need to remove Flow Charting 5 from your system, we provide an
“uninstall” program that will clean up your hard disk and remove the icons from
your desktop and folders. If you need to move Flow Charting 5 to a different
computer or folder, you should first uninstall it and then install it at the new
location. This method will allow Flow Charting 5 to keep track of the files and
icons, so that your system can be cleaned up later.
To UnInstall Flow Charting 5 on Windows.
1. Select Settings and Control Panel from your Start button.

2. Double-click the Add/Remove Programs icon.
3. Select Flow Charting 5 from the list and click the Add/Remove button.
4. Follow the prompts to automatically remove Flow Charting 5 from your
system. Any files that you created after installation will not be removed.
CREATING A NEW CHART

When you start Flow Charting 5, a new chart is loaded into the application
window, ready for use. This chart is presented as an 8 page canvas (4 pages across
by 4 pages down).

This chart size is one of the factory defaults that can be easily changed. Please
read Chapter 9 under the heading "Chart Setup" for information on the chart size
and paper size.
The title bar in the chart window shows you that the chart is untitled. When
you create a new chart, it is untitled until you save it and give it a file name.
Once you save a chart, the title bar displays the chart's file name.
To create a new chart
• Choose New from the File menu and Flow Charting 5 opens a new chart
window in the application window.
OPENING AN EXISTING CHART

To open a chart
1. Choose Open from the File menu or keyboard shortcut [ctrl]+[o], and the
Open Chart dialog box appears.
Figure 1-1. Open File Dialog
This "Open File" dialog box will let you browse throughout your file system,
including all drives and all directories. Click on the down arrow of the "look
in" window and click on directories until the directory containing a file that
you want opened is current.
2. In the large window click on the chart file you want to open.

The large window only shows a listing of the file types selected in the "Files
of Type" window. Usually this will be set to Flow Charting 5 chart files
which have a “fc5” extension.
You can click on the file, or you can type the file name in the File Name
box—if the extension is ".fc5" then you don’t need to type the extension.
Note: If you want to open charts created with Flow Charting 4, select the file type in the Files
of Type control, or simply type the complete file name with an extension of “gfc”. Flow
Charting 5 will automatically convert the chart to the new format when you later save it.
3. Click Open and Flow Charting 5 displays your chart in a new chart window.
Opening Charts with Drag and Drop

• You can drag icons representing files from either the File Manager, the
Windows desktop or a Windows 95/NT Explorer window to the Flow
Charting 5 window’s title bar to quickly load a chart.
SAVING A CHART
You can save a chart at any time. You can also save a chart under a new name to
create a new file with the changes you have made.
To save a chart
1. Choose Save from the File menu or keyboard shortcut [ctrl]+S.

If you have saved this chart before, Flow Charting 5 saves any changes you
have made.

Figure 1-2. Save As Dialog
If this is the first time you have saved the chart or you opened a chart created by
Flow Charting 4, the Save As dialog box opens.
This "Save As" dialog box will let you browse throughout your file system, including all drives
and all directories. Click on the down arrow of the "Save In" window and click on directories
until the directory shown is correct for where you want to save the file.
2. Enter the file name for the chart.

3. Make sure that the "Save as Type" extension is correct.
4. Click OK and Flow Charting 5 adds the correct extension and saves the chart.
The extension is automatically added each time you save a new chart. The
extension is always the same as the one listed in the "Save as Type" window - so
always make sure that the setting is correct.
PRINTING A CHART
Flow Charting 5 is ready to print charts to your system default printer. Whichever
printer you have set as "default" is the one Flow Charting 5 used to set its page
size and margin defaults.

Note: Long carriage dot matrix printers will typically handle paper sizes up to US Standard
Fanfold 14 7/8 x 11 inches and quite a few of the laser color printers will handle the
Tabloid size of 11 x 17 inches. The bulk of the printers only handle letter size (8 1/2 x
11) and Legal size (8 1/2 x 14). Certainly if you want to print on 14 inch fanfold, then
you must have a printer that supports that size. To construct a flowchart with a page
size of 14 7/8 x 11 you need the same type printer. Please see Chapter 9 for a complete
discussion of paper size and chart file size.
Note: If you are printing to a plotter, you need to make sure that your chart does not contain
any overlapping shapes and that none of the text in your chart has a white background.
Windows does not print overlapping shapes or white text background on a plotter.
To print a chart
1. Open the chart you want to print.

2. Choose Print from the File menu, and the Print dialog box opens.
Figure 1-3. Print Dialog

This dialog box lets you set options for range of pages or selection and which
printer you want to use.
4. Click OK to print the chart.
Note: Flow Charting 5 applies the print options temporarily to the chart you are printing. To
make permanent changes to a chart, you need to set options in the Chart Setup dialog
box. For information about this dialog box, see Chapter 9, “Chart Setup.” Also see
Chapter 7 for more on Printing.
CLOSING A CHART
When you exit Flow Charting 5, all charts in the Flow Charting 5 application
window and the application window itself will close. However, sometimes you
may want to close individual charts without exiting Flow Charting 5. You can
close a chart by closing the chart window.
To close a chart
• Choose Close from the File menu, click on the close button in the upper right-
hand corner of the window, or keyboard shortcut [ctrl]+[F4].
EXITING THE PROGRAM

You can use any of these methods to exit Flow Charting 5:
• Windows users can click the Close button at the top right corner of the
application window.
• Choose Exit from the File menu.
• Press [alt]+[F4].

GETTING HELP
As you work with Flow Charting 5, you can use this book for explanations about
any portion of the program. You can also use the application's on-line help to find
the information you need. You can press [F1] to get help for any menu item or
dialog box. You can also click the special help button and then click a tool bar
or menu command to get help on a specific item.
Pausing the mouse over any tool bar button will display a help tip denoting the
name of the button, and in addition, the status bar at the bottom of the chart
window will describe the command in more detail.
Jump Start: Click HELP and click on "Jump Start" for a slow detailed walk
through many of the program features. This special Help file is made by listing
many of the help topics into a book outline - a book that you can page through
very quickly. Once through Jump Start and you will learn how the program deals
with flowcharting shapes, text, and lines. Twice more through Jump start - and
you will be at an expert level with the program. You can do a run through Jump
Start in 5 minutes - and it’s the best help for you.
Tip of the Day: When you first run Flow Charting 5 a special screen is presented
called "Tip of the Day". You can elect to turn these tips to OFF, but remember that
they were written for you by the program developers - and they remain a great
source of information about flowcharting and the program.
As you gain confidence with the program, you might want to return to these
sources of Help and you probably will run across something or some feature that
you missed or forgot about - and when all else fails - contact us as indicated on the
next page.
Sample Charts: The installation process put several sample charts in a directory
just below your program directory. Turn to these for ideas on how to lay out a
chart, or maybe just ideas on how the program can benefit your work and your
life.

Technical Support
If you need additional help, you can call Patton & Patton’s technical support
department from 8 a.m. to 5 p.m. (Mountain Time) at:
Telephone: (520) 888-6500
Fax: (520) 888-2937
E-Mail: support@patton-patton.com
If you are having technical problems it is usually better to contact us by e-mail and
we can see the problem and prepare a response. If it is a problem with a chart you
can attach the chart with the e-mail and let us get an actual look at your problem.
If you are trying to call us from outside the United States - it is still better that you
first e-mail us and give us times that you will call.
You can also write to us at:
Patton & Patton Software Corporation, 3815 N. Oracle Road, Tucson, AZ 85705
Visit our World Wide Web Page at: http://www.patton-patton.com for more
details. Make sure that you visit the Patton & Patton Web and read the
"Frequently Asked Questions" (FAQ) pages and view some of the Sample Charts.
You might also be interested in the Resources page, which will give you
additional information on general flowcharting.


2
WORKING WITH CHARTS & WINDOWS
This chapter explains the workings of Flow Charting 5 in the Windows world. It
gives details on the following areas:
a) the Chart Window,

b) the window Menus and Tool Bars,
c) opening New or Existing Chart files,
d) setting Your Chart Preferences and Chart Properties,
e) how to move around on the chart page, and
c) how to print flowcharts.
If you are new to Windows or to Windows Flowcharting this chapter should be
considered “required reading”, but even for the more experienced it offers insights
from the program builders that will make chart construction, editing, and printing
an easy task.
As you get experience with the program, come back to this chapter and read it for
the second and third times - it only gets better.

C H A P T E R 2 WORKING WITH CHARTS & WINDOWS
OVERVIEW
When you start Flow Charting 5 you will see the main application window. This
gives you a framework in which you can create and edit individual charts. The
window contains a menu bar at the top of the window and various tool bars that
provide shortcuts to common commands. When you first start Flow Charting 5,
the application window also contains a new, untitled chart window and a template
of shapes.
The Chart Window

Within the Flow Charting 5 application window, smaller windows contain the
individual charts that you create or open. You can have an unlimited number of
chart windows open at any one time.
When you have more than one chart open on the Flow Charting 5 application
window, you can work in only one of those charts at a time. The chart window you
are currently working in is called the active window; this window is highlighted
and appears in front of any other chart windows. To make any other open chart
window active, click on its tab near the bottom of the screen.
Figure 2-1. The Flow Charting 5 application window.

MINIMIZE, MAXIMIZE, AND RESTORE

Every chart window has special controls in its title bar to help you manage the size
of windows. The controls look slightly different on different Windows versions;
however, their functionality is the same.
Figure 2-2. The Window Controls
Minimize
When you want to put a chart aside and work on it later, but you don’t want to
close it, you can minimize the window. Windows will reduce the window to an
icon (or a very small caption) at the bottom of the Flow Charting 5 window.
To minimize a window
• Click the minimize button at the top right of the chart window or select
Minimize from the system menu at the top left of the chart. (If the chart is
maximized the system menu and minimize button will be positioned in the
menu bar.)
Maximize
When you want to focus exclusively on one chart, you can maximize it so that it
grows to exactly fit the application window.
To maximize a window
• Click the maximize button at the top right of the chart window or select
Maximize from the system menu at the top left of the chart.

Restore
When you want the chart at its original size after a minimize or maximize
operation, you can restore it.
To restore a window
• Click the restore button at the top right of the chart window or select Restore
from the system menu at the top left of the chart. (If the chart is maximized
the system menu and minimize button will be positioned in the menu bar.)
ARRANGING CHARTS
When you are working on more than one chart, it can be helpful to arrange the
windows to see several charts at the same time, or to arrange icons of minimized
charts.
To arrange charts
• Select Cascade or Tile from the Window menu or right-click on the

application window where no charts are located to get a context menu and
select Cascade or Tile.
The windows will be overlapped when cascaded or arranged like bathroom
tiles if tiled.
To arrange icons
• Select Arrange Icons from the Window menu or context menu.

The icons will be arranged at the bottom of the Flow Charting 5 window so
that none overlap.

WINDOW ELEMENTS
THE MENU BAR
The menu bar, which is displayed across the top of the Flow Charting 5
application window, contains menus from which you can choose commands to
work with your charts. For example, the Window menu contains commands that
let you arrange the windows on your screen.
Figure 2-3. The menu bar.
To open a menu, you click it with the mouse, or you hold down the Alt key and
press the first letter of the menu's name. For example, to open the File menu,
either click File, or hold down the Alt key and press F. To select a menu
command, you click the command with the mouse. You can also press the up or
down arrow key to highlight the menu command, and then press Enter.
You can also use keyboard shortcuts to execute some of the menu commands.
These keyboard shortcuts are listed next to the appropriate commands on the
menu. For example, if you want to select the Open command from the File menu,
you can simply hold down the Ctrl key and press O.
Note: This manual uses the notation, Ctrl+O or Alt+F to refer to holding the Ctrl or Alt key
down while pressing another key.
TOOL BARS
Docking Tool Bars
You can dock the tool bars to different edges of your window. Simply drag them
with the mouse to different sides of the application window, or drag them away
from the edges to make them floating windows. Flow Charting 5 will remember
the location of each tool bar when you leave, and automatically restore them the
next time you are working. In addition, the following keyboard and mouse
commands affect the tool bar:
Ctrl: While dragging a tool bar near a window edge, this forces the tool bar to act

as a floating window; otherwise the tool bar will dock.
Shift: While dragging a tool bar, this switches between a horizontal and vertical
orientation, if applicable.
Double-click: Double-clicking the title bar of a floating tool bar or double-click-

ing an area of the tool bar that doesn’t contain a button will switch between the
docked and floating states.
THE COMMAND TOOL BAR

The Command tool bar in figure 2-4 contains buttons that let you select the most
important tools of Flow Charting 5. The Shape, Line and Text tools open up their
respective object managers and retain preset defaults for one-click insertion.
Figure 2-4. The Command tool bar buttons.

Clicking on the Shape1 tool will open the shape manager and arm the cursor with
the default shape with its default preferences. You can now click on the chart and
that shape is inserted. You could now set the Shape2 tool to a different shape or
just different attributes - click the camera icon and these settings become the new
defaults for Shape2 tool.
Flow Charting 5 gives you two default shapes (Shape1 and Shape2 tools) that can
be set and re-set any time. You might use the two line tools as Line1 = rectangular
line with trailing arrow head and Line2 = rectangular line without an arrow head.
Text1 and Text2 could be set for bold/normal or font sizes of 9 and 12 pt.
The Selection Tool is used to select and modify existing objects, and the Show/
Hide Template button can give you more work space by hiding the templates
when you don’t need them.
To choose a tool in the Command tool bar, you click the appropriate button with
the mouse. These commands are covered in more detail in later chapters.
The Standard Tool Bar

The Standard tool bar contains other shortcuts that can speed up your work. Most
of these commands have keyboard shortcuts as well. Refer to Appendix A for
these shortcuts. The listed commands are covered in later chapters.
Figure 2-5. The Standard Tool Bar
THE STATUS BAR

The status includes detailed information about the mode you might be in and other
helpful information. Context-sensitive prompts tell you about different aspects of

the program as you move the mouse over tool bars and menus. Figure 2-6 shows
the Status bar.
There are four active controls on the status bar as follows:
Figure 2-6. The Status bar.
1) The Zoom Level report tells you the current zoom level. Clicking on this
zoom level will display a menu. Click on a new zoom level and it is
immediately applied to the chart.
2) Page Number is the page that your cursor is now on. As you move the
cursor around the chart (of a multi-page chart) this number will always change
to indicate current mouse position. Click on the Page Number and a “Go To
Page” dialog box will be displayed.
3) INS / Overwrite reports the current condition of the Text Processing
overwrite switch. This switch can be changed by pressing the [insert] key
while in Text Insert mode.
4) Snap to Grid reports the Program Preferences View Dialog box for Grid
Snap. Snap is ON while Free is OFF. You can double click on the word Snap/
Free and the parameter will switch to the alternate position.
All of these features are further explained on the following pages.

TEMPLATES
Flow Charting 5 provides you with many job-specific templates, totaling
hundreds of shapes that you can use in your charts. You can use multiple
templates at the same time, resize them and customize them. Chapter 3 goes into
more detail about working with templates.
Right-click anywhere on the

Template to access menu
Figure 2-7. A Flow Charting 5 template.
SCROLLING IN A CHART
If you are working in a chart with many pages, you can use the scroll bars to
display different areas of the chart. See Figure 2-8.
Figure 2-8. The Flow Charting 5 scroll bars.

To scroll continuously
• Click the mouse on the scroll arrows to scroll the window in the appropriate
direction. If you press the mouse button long enough, the scrolling will
continue to accelerate until Flow Charting 5 turns on SensibleScroll™.
Tip: While SensibleScroll is in effect, the objects on the chart are only outlined so that you
can see your location on the chart.
• Click the mouse on the scroll box and drag until the window is scrolled to a
specific location. This is the fastest way to scroll.
To scroll a window at a time
• Click the mouse in the scroll bar.

OR
• Press the PgUp and PgDn keys to move up or down a window at a time or
press Ctrl+PgUp and Ctrl+PgDn to move left and right a window at a time.
VIEWING A SPECIFIC PAGE

You can quickly navigate to a specific page at any time by using the Goto Page
command.
To Go To a Specific Page
1. Select Goto Page from the Window menu or the context menu displayed by
right-clicking on an empty part of the chart, or
As a special shortcut, you can click on the page number indicator on the
Status bar.
2. Specify the page number and click OK.
Flow Charting 5 will change the zoom magnification to bring the entire page
into view.

ZOOMING IN A CHART
Often, when you are working in a chart, you work on a small group of objects that
you want to see clearly. At other times, you may want to view the entire chart in
your chart window—for example, if you want to locate an object on a different
page in the chart. You can use the Zoom buttons on the floating tool bar to zoom
in and out, you can use keyboard shortcuts, or the zoom options on the Window
menu.
If you have objects selected, the window will scroll so the objects are centered in
your view. If you do not have objects selected, the window center is the entire
chart center. If this were a 100 page chart and you were working on page 3,
zooming out would put page 46 in the center of your screen. To zoom out, and
keep page 3 centered in your window - select an object before zooming.
Figure 2-9. Zoom buttons on Standard tool Bar.
To zoom using the menu
• The zoom commands on the Window menu let you specify the magnification
directly, zoom in or out just like the tool bar buttons, or see the current page or
entire chart.
• You can also right click on the chart canvas, making sure not to click on any
objects and see the same zoom menu.
• Finally, you can click on the magnification indicator on the Status bar to
choose a zoom command from a pop-up menu.
• You can also click the status bar magnification indicator to get a menu of
zoom options.

To zoom in using the keyboard
• The plus (+) and minus (-) keys on the number pad are special shortcuts that
duplicate the buttons on the Standard tool bar.
• The ‘Z’ key will quickly toggle between current page and 100% as long as
your aren’t using the Text tool.
• Other keyboard accelerators are displayed on the zoom menus, like Ctrl+1,
Ctrl+2, etc.
Note: Until you build several charts with the program - make sure that you select an object
before zooming.

3
WORKING WITH SHAPES
A shape is any object such as a rectangle, circle, or diamond. Shapes in a

flowchart represent the processes and usually different shapes represent different
processes, i.e., a rectangle is a process; a diamond is a decision; and a small circle
is a connector. You should always follow mandated symbology directives (a
rectangle will be used for processes, a diamond will be used for decisions, etc.)
that are standardized in your organization.
And as you formalize the usage of shapes, always remember that flowcharting is
an international and inter-level communicator. It is the only method known that
effectively communicates between educational levels, levels of experience, and
levels of authority.
So remember the important point here - be consistent in the use of symbols - but
get the chart drawn! And the good news is, if someone now tells you that you
used a wrong symbol - Flow Charting 5 can change it almost instantly, and you
can reprint in a minute!
The program provides hundreds of symbols and the ability to add your own
custom shapes. Appendix B lists the symbols and templates currently shipped
with Flow Charting 5. Patton & Patton also occasionally provides free templates
on our Internet Worldwide Web site listed in Chapter 1.

C H A P T E R 3 WORKING WITH SHAPES
This chapter describes how to add shapes and how to modify them in many
different ways. You will need to understand the following terms as you read this
chapter:
RIGHT Drag - Click and hold the RIGHT mouse button and drag it in a direction.
LEFT Drag - Click and hold the LEFT mouse button and pull it in a direction.
Lasso - A method to group more than one object together for editing. Left drag
the mouse from the bottom right of a group of objects - on a diagonal line - to the
top left of the group. As you drag the mouse a dashed line rectangle will form
showing the size of the “lasso”.
Click on a Shape - Move the mouse pointer any place on the shape (except on the
QuickConnect handle) and click the LEFT mouse button.
RIGHT Click on a Shape - Move the mouse pointer any place on the shape
(except on the QuickConnect handle) and click the RIGHT mouse button.
Transparent Shape - A shape with the “Fill” attribute set to NONE. When you set
fill to none you cannot select the shape by “clicking” on the shape, moving the
shape by pulling on it, nor clicking inside the shape to enter text. To select this
shape you have to click only on the shape border.
RIGHT drag or LEFT drag the QuickConnect Handle - Move the mouse cursor
onto the center diamond of a selected shape, then click down and hold either the
RIGHT or LEFT mouse button and pull the diamond symbol in a direction.
SHAPE INSERT TOOLS (SHAPE1 AND SHAPE2)

Refer to Figure 3-1. Flow Charting 5 has two Shape insertion tools - called
Shape1 and Shape2. Having TWO of these tools will let you set your copy of the
program to the TWO most used shape types - and allow you to easily insert one
shape type and then - only a click away - insert the different shape. For instance
you could set one Shape Insert button with a process shape and the other button
with a decision shape; which happens to be their default settings. Now in building
a flowchart, you can get both decision and process shapes with the ease of single
clicks.

Figure 3-1. Partial Command Bar, Showing the Shape Insert tools and Selection Tool.
To set the defaults for Shape1 tool from the Template
1) RIGHT click any shape on the template.
2) From the Context Menu select “Set Shape1”.
Figure 3-2. Partial RIGHT click menu, Showing the Shape Set commands.
Until you reset this mode to a different shape, you will have the selected shape
always a click away.
Use this same sequence to setup Shape2 mode.

To copy defaults from an existing shape for setting the Shape1 tool
1) Click on an existing shape.
2) Click on the SnapShot icon (the Camera icon on the ShapeManager)
3) Select “Set Shape1”.
Use this same sequence to setup Shape2 mode.
Note: You can also RIGHT click on an existing shape, slide cursor to “Shapes” and select the
Set Shape1 command.
INSERTING A SHAPE
This section contains basic instructions for inserting a new shape into a chart.
To insert a new shape using Shape1 or Shape2 commands

Click either of the Shape Command buttons on the command bar (Shape1 or
Shape2) as shown in Figure 3-1, then click on the chart to insert.
To insert a new shape from a Template

Click on any shape on the Template, then click on the chart to insert. You can
also drag a shape from the Template and release the mouse button at the
insertion point.
INSERTING A SECOND SHAPE OR MORE

To insert another shape
• To insert another shape you can double click the mouse at an empty place on
the chart (not inside a shape or text area).
This double click prompts the program to “remember” its last mode and it
returns to Shape Insert mode; now click to insert a shape.
QuickInsert mode to insert many shapes
• Refer to Figure 3-1, and note the QuickInsert icon. Clicking this to ON will
put the shape insert commands in an “always on” mode. When you insert one

shape the program will not drop out of Shape Insert mode, but rather, it will
stay in insert mode. This allows you to insert as many shapes as you want by
simply clicking the mouse on the chart again, and again. Get out of insert
mode by pressing the [escape] key; get out of QuickInsert mode by clicking
the button to OFF.
ADDING TEXT TO SHAPES

Text can be added to shapes very quickly - and it can be edited or modified just as
quickly! The text fonts, sizes, and other attributes are covered in full detail in
Chapter 5.
Text is added in any of the following ways:
1) Click on the shape and start typing.

2) If the shape already has text (and you want to overwrite that text), click on
the shape and press the [enter] key, and type. Pressing [enter] will
automatically select all text in that shape.
3) If the shape already has text, you can press the [enter] key to select all of
the text. If you don’t want to overwrite the selected text, press the [home] or
[end] key, and type.
4) Click “text” on the Command Bar, click inside a shape with the text caret,
and type.
To exit text insert mode, press the [escape] key.
CLEARING TEXT FROM A SHAPE

You can remove the text from a shape with one easy step.
To clear text
1. Right click on the shape.

2. Move the cursor to Shapes and Select “Clear Text”.
QUICKCONNECT™ SHAPES
You can quickly add shapes complete with a connecting line using Flow Charting
5’s QuickConnect™ feature.

See Figure 3-3, below. Select an existing shape and RIGHT drag the
QuickConnect handle. A duplicate shape with attached line will be inserted on
the chart when you release the RIGHT mouse button. The added line uses the
default line style and any default line terminators that have been set for Line1
insert mode.
Figure 3-3. QuickConnect Handle
SELECTING SHAPES
When you want to make changes to any existing portion of a chart, you first select
an object or objects that you want changed, then make the changes.
To select a shape
1. Click the Selection Tool button on the Command tool bar (See Figure 3-1).
2. Click the shape you want to select.
Figure 3-4. Identifying Selected Shapes
You will see resizing handles on a shape when it is selected.

Tip: To select more than one shape, click outside of a shape and drag a selection rectangle
around the shapes, or press Shift while you click shapes. These techniques are covered
in more detail in Chapter 6.
Moving Shapes
There are several ways to reposition a shape once it has been added to your chart.
To move a shape by dragging (Left mouse button)
• Anywhere inside the shape (except on the QuickConect Diamond) click and
hold the left mouse button, and then drag the shape (you drag by holding
down the mouse button and pulling the object) and release the button at the
new location.
To move a shape by dragging (Right mouse button)
• Anywhere inside the shape (except on the QuickConect Diamond) click and
hold the right mouse button, and then drag the shape (you drag by holding
down the mouse button and pulling the object) and release the button at the
new location. When the right button is released a dialog box will appear. In
this case select the “move” with a mouse click.
To move a shape without its connecting lines (1)
• Click on the shape and left drag it to the new location while holding down the
keyboard [a] key or the [alt] key.
Note: Any lines attached to the shape will only remain connected if enabled in Program
Preferences (described in Chapter 8). Pressing the [a] or [alt] key will temporarily
reverse the preference you have set.
To move a shape without its connecting lines (2)
• Right drag the shape, release the mouse button, and select “Move Without
Lines” from the context menu with a click of the mouse.

Copying Shapes
There are several methods to quickly add several copies of the same shape.
Experiment with each of the methods and then go with the best one for you.
To copy a shape by left drag + [ctrl] key

• The simple way to make a copy is to LEFT drag a shape while holding down
the [ctrl] key. This copy method will copy any selected objects. If you have only
the shape selected - then only the shape and its text will be copied.
To copy a shape by right clicking on a selected shape

• You can select a shape (or shapes), right click on the selected shape and select
copy. You can then select “paste” and the copied object will be inserted. If the
shape has text - then the copy will contain the same text.
To copy a shape by using [ctrl] + [c] to copy, [ctrl] + [v] to paste

• The keyboard shortcut for copy is to select a shape, hold down the [ctrl] key
and press the [c] key. You can now make copies by pressing the [ctrl] + [v] keys.
If you repeatedly press [ctrl]+[v], you will get more copies.
Hold the [ctrl] key down while you LEFT drag an existing shape, or multiple
shapes, on your chart. The program will drag a duplicate of the shape(s) to
your new location.
RIGHT drag an existing shape, or multiple shapes, to its new location. When
you release the right mouse button move the dialog selector to “copy here”
and left click the mouse.
To copy a shape without text
• RIGHT drag a shape, that contains text, to its new location, release the mouse
button, and select “Copy Without Text” from the context menu with a click of
the mouse.
Shapes are considered “objects” in Flow Charting 5 and there is further discussion
on copying in Chapter 6 - Working with Objects.
Deleting Shapes
Select any shape and use one of the following methods to delete or cut the shape
from the chart:

a) With the shape selected, press the [delete] key.
b) With the shape selected, click the right mouse button and select “cut”.
c) With the shape selected, hold down the [ctrl] key and press the [x] key.
SHAPE ATTRIBUTES
The ShapeManager.
The program provides a set of tools, called the ShapeManager, that control each
shape attribute. Set Shape1 and Set Shape2 buttons are the attribute “default
setters”. Change any attribute and right-click the mouse on the selected Shape, or
click on the SnapShot icon, and the program now remembers the new setting as its
default. You can re-set a default as often as you like.
Figure 3-5 shows the ShapeManager after the Shape Tool button has been clicked
and identifies all the attribute tools that apply to shapes.
Figure 3-5. The ShapeManager
Flow Charting 5 displays the ShapeManager as you perform one of these two
actions:
• Either you click one of the Shape Tool buttons (shape1 or shape2) on the tool
bar (in preparation for inserting a new shape). In this first case, the
ShapeManager shows the attributes (shape type, shape size, pen color, etc.)
that have been set as defaults for that Shape Command button.

• Or you select an existing shape in a chart (in preparation to act on that shape).
In the second case, the ShapeManager displays the attributes for the selected
shape.
• And thirdly, you can select any shape on the template. The ShapeManager
will display the defaults for that selected shape.
Note: If you had selected a shape and another object (text box, etc.) the ShapeManager might
not be visible. It might show the TextManager instead. To force the ShapeManager to
be visible, click on the shape tab of the manager bar.
Remember that you can change attributes before you insert the shape or change
them after shape insertion. Depending on when you change an attribute in the
ShapeManager, you will see a different result.
Remember Attribute Changes with Either Shape1 or Shape2 Set Modes

The Command Bar displays the two shape insert buttons, Shape1 and Shape2.
You can constantly set and reset these buttons as you change attributes and they
will be remembered by that button.
The SnapShot button (the Camera icon at the end of the ShapeManager) also
allows you to set or re-set the defaults for any of these attribute changes.
If You Do Not Save Your Changes:

• If you change an attribute after clicking a Shape Insert tool and before
inserting a new shape, Flow Charting 5 applies this new attribute to as many
shapes that you insert while the ShapeManager is visible - if you press the
[esc] key or change modes (go to text insert mode, etc.) then the Shape
Manager will forget these newly acquired changes.
• If you select an existing shape or shapes and then change an attribute, Flow
Charting 5 changes the attribute on the selected shape(s) only, and the
ShapeManager will forget these changes when you change modes.
If You Save Your Changes:

• If you change an attribute after clicking a Shape Insert tool and before
inserting a new shape, and save the change to either the Template or the one of
the Shape Insert buttons, the program applies this new attribute to as many

shapes that you insert while the change remains a “default”. If you press the
[esc] key or change modes (go to text insert mode, etc.) and then return to this
Shape Insert mode, then the Shape Manager will remember these newly
acquired changes and continue to insert shapes with these attributes.
• If you select an existing shape or shapes and then change an attribute, and
save the change, the program changes the attribute on the selected shape(s)
and makes that change a default on the template copy of the shape. If that
shape is used later for either insertion or to Set one of the Shape Insert tools,
then it will be inserted or set with this new “default”.
Saving an Attribute Change On An Existing Shape

Anytime that you have a shape selected (and you are not in Shape Insert mode 1 or
2), and make an attribute change, you can save the change to either the Template
only, or to both the Template and one of the Shape Insert buttons. Saving a
change to the Template only, only affects the Shape Insert tools when either of
them are preset to the particular shape that you are changing.
To Save Changes with the SnapShot Tool
• Make all changes, then LEFT click the SnapShot icon on the
ShapeManager.
To Save Changes with the RIGHT Click Menu
• Make all changes, then RIGHT click on the selected shape and slide the
cursor to “shapes” and click on either Set Shape1 or Set Shape2.
Saving an Attribute Change Before Inserting a Shape (Pre-save)

Anytime that you are in a Shape Insert mode (shape1 or shape2 modes) you can
make changes before you insert any shapes, and save these changes. When you
make the save - it changes the Template and it changes the Insert tool that you are
using.
To Pre-Save Changes with the SnapShot Tool
• Make all changes, then click the SnapShot icon on the ShapeManager.

Changing Attributes With The ShapeManager™
Mixed Attributes
If you select more than one shape and they have different attributes, the
ShapeManager displays these attributes as mixed. For example, if you select both
a Decision shape and a Process shape and they have different border thicknesses
(pen style), the Shape Name Pull-down and the Pen Style indicators on the Shape
Manager would display question marks as shown below in Figure 3-6.
If you change a mixed attribute, the selected shapes will all be changed to have the
same, new attribute.
Figure 3-6. The ShapeManager (mixed attributes).
Shape Name Drop-Down Menu

The Shape Name window control contains all the shapes in the current template,
as well as any shapes you have inserted into any open charts. You can use this
control as follows:
1. Check the name of any shape you have selected,
2. To select a new shape to insert,
3. Change the TYPE of a selected shape (or group of shapes),
4. Change the SIZE of a selected shape (or group of shapes).
To convert selected shapes to a different type
You can create a new chart very quickly by using only one shape, possibly a rect-

angle, in the layout procedure, and then changing particular shapes to decision
diamonds, or document symbols.
1. Select a shape (or select a group of shapes) that you want converted.
2. Click on the Shape Name menu
3. Click on the new shape type that you want the selected shapes to change into.
All selected shapes will now change into the this type.
To change the size of a selected shape (or a group of shapes)
1. Select one shape and change its size to your standard
2. Click the “Shape Name” drop-down window.
3. Click on the same Shape Name as the selected shape (s).
All Shapes selected will now be re-sized to your standard.
Tip: If the existing selected shapes contain any text, Flow Charting 5 rewraps the text to fit
in the new shape.
Pen Thickness
You can choose several pen thicknesses by using the Pen Thickness control.
To choose a pen thickness
• Enter the Shape Insert mode or select an existing shape on your chart, Click
the Pen Thickness control and click on any thickness from the drop-down
menu (thicknesses from 0-4).

Pen Color or Fill Color

The Pen Color and Fill Color palettes in the ShapeManager let you choose the
shape’s outline color or the color filled inside. Figure 3-7 shows the Pen Color and
Fill Color controls.
Pen Color Fill Color
Current Colors
Figure 3-7. The Pen Color and Fill Color Controls.
The box next to the color controls indicates the current color. This color will be
applied to new shapes if you are using the Shape Tool or selected shapes if you are
using the Selection Tool.
When you click on either control, a palette with sixteen colors is displayed below
the control. Selecting any of these colors will change the current color. The Fill
Color palette has a special color, entitled “None” that is used when you want no
fill color, or a transparent shape.
You are not limited to just sixteen colors. You can choose from all the colors
available on your Windows system, and you can customize the palette to contain
the colors you use most often. Chapter 8 describes choosing custom colors and
customizing the color palettes.
Fill Pattern
The Fill Pattern control in the ShapeManager lets you choose the pattern inside a
shape. You must have a non-white fill color selected to see a fill pattern.
To choose a fill pattern
• Click the Fill Pattern button and select a pattern.

Shadow Style
There are four shadow styles you can apply to your shapes; they correspond with
shadows being placed at four corners of a rectangle. You can also select to
remove the shadow from any shape.
To Apply a Shadow Style
1. Click the Shadow Style control.

2. Choose the appropriate shadow style.
Note Shadow styles will not affect shapes in a template that already have a shadow. When
placed in a chart, these shapes will always look like the original shapes in the template,
and shadow styles will be ignored.
Shape Size
Changing the size of a shape in Flow Charting 5 is very quick. Changing the size
only effects the selected shape. To change the size of a different shape, you must
select that shape, and then make the change.
Flow Charting 5 has a technology called SensibleShapes™ that prevents your

shapes from distorting their identifying characteristics. A good example is the
bottom curves of a document symbol. See Figure 3-8 that shows resizing with
and without Sensible Technology.
Sensible No Sensible
Original Shape Technology Technology
Figure 3-8. Sensible Shapes

To resize a shape
1. Make sure the shape is selected.

2. Drag one of the resizing handles.
There are certain keyboard shortcuts that affect how you resize shapes. Chapter 6
explains resizing objects in more detail. Please see this discussion as well as the
help menu under - FIND | RESIZING OBJECTS.
Shape Type
Flow Charting 5 keeps all of the shapes in several templates. The templates are
assembled by general business disciplines and convenience. Some of the shape
types are duplicated on other templates. The shape type is assigned a “name”
which is listed on the Shape Name drop-down menu. The names are generally
accepted in most industries even though there might be small changes in usage or
formal names. A square or rectangle is referred to as a “process block” and a
diamond shape is referred to as a “decision block”. You can learn the standard
naming conventions by reading all of the names and their types on the drop-down
menu.
While it is important to follow all of the charting conventions of your company, it

is equally important to keep flowcharts simple!
Tool Managers Tabs

The Tool Managers always appear when you enter an insert mode or when you
select some object on the chart. If you select different types of objects (i.e. text
box and a shape) then the Tool Manager tries to decide which object was first
selected. If it selected the wrong manager or you want one of the other managers,
simply click on the tab for that manager.
To display a different Manager
• Click the proper tab.

Working with Templates

Flow Charting 5 comes with many job-specific templates. You can mix and match
symbols or custom symbols to create unique templates to fit your needs. Figure
3-9 shows a sample Flow Charting 5 template.
Figure 3-9. A Flow Charting 5 template.
Opening and Closing a Template

The program lets you work with more than one template at a time, so you will
need to open and close them at various times.
To open a new template
1. Select “Open Template” from the Flow Charting 5 File menu. If you already
have a template displayed (not hidden) simply right-click on its Title Bar and
select Open from the context sensitive menu.
2. Select the name of the template from the standard Open dialog box and press
the Open button.

To close a template
• Click the close button in the upper right corner of a template.
Resizing a Template
You can resize a template like any other window, and the program will remember
the size and location the next time you start. Simply drag the lower right corner of
the template window until you have the desired size. Drag the title bar to
reposition the template.
Hiding the Templates

When your screen becomes too cluttered with templates, you can close the ones
you don’t need or temporarily hide all of them.
To hide or display the templates
• Click the Show/Hide Template button (see Figure 3-10) on the Command bar
or select Show/Hide Templates from the Flow Charting 5 View menu.
Figure 3-10. Bottom of Command Tool bar

Viewing Template Properties

The context menu that appears when you right-click a template’s title bar has a
command entitled, About. Choosing this option will show you pertinent
information about the template such as author, creation date, etc.
Figure 3-11. Template Properties
More about templates

You can create new custom symbols, rename symbols, make new templates or edit
your templates to your heart’s content. Chapter 9 describes these options in detail.


4
WORKING WITH LINES
In charts, a line is most often used to connect shapes, showing the flow or
hierarchy in your chart. For example, in a flowchart, you may use lines to help
lead the reader from one point in the chart to the next. On the other hand, in an
organization chart, you use lines to show relationships within the levels of the
organization, without an emphasis on particular paths.
This chapter describes how to add lines and how to modify them in many different
ways. You will need to understand the following terms as you read this chapter:
RIGHT Drag - Click and hold the RIGHT mouse button and drag it in a direction.
LEFT Drag - Click and hold the LEFT mouse button and pull it in a direction.
Lasso - A method to group more than one object together for editing. Left drag
the mouse from the bottom right of a group of objects - on a diagonal line - to the
top left of the group. As you drag the mouse a dashed line rectangle will form
showing the size of the “lasso”.
Click on a Line - Move the mouse pointer any place on the Line and click the
LEFT mouse button.

C H A P T E R 4 WORKING WITH LINES
RIGHT Click on a Line - Move the mouse pointer any place on the Line and click
the RIGHT mouse button.
RIGHT drag or LEFT drag the QuickConnect Handle - Move the mouse cursor
onto the center diamond of a selected shape, then click down and hold either the
RIGHT or LEFT mouse button and pull the diamond symbol in a direction.
LINE INSERT TOOLS (LINE1 AND LINE2)

Refer to Figure 4-1. Flow Charting 5 has two Line insertion tools - called Line1
and Line2. Having TWO of these tools will let you set your copy of the program
to the TWO most used Line styles - and allow you to easily insert one Line style
and then - only a click away - insert the different Line style. For instance you
could arm these two tools as Line1 with a terminating arrowhead and Line2 with
no termination; which happens to be their default settings. Now in building a
flowchart, you have both line styles at your finger tips.
Figure 4-1. Partial Command Tool Bar - Showing Line commands.
To set the defaults for Line1 tool.
1) Click Line1 insert tool.

2) Make any attribute changes from the LineManager (for example: make the line
“pen color” red).
3) Click the SnapShot icon (the Camera icon on the LineManager).
Until you reset this mode, you will have the selected Line always a click away.
Use this same sequence to setup Line2 mode.

To copy defaults from an existing Line for setting the Line1 tool
1) Click on an existing Line (and you can still make changes before step 2).
2) Click on the SnapShot icon
3) Click “Set Line1”.
Use this same sequence to setup Line2 mode.
Note: You can also RIGHT click on an existing line, slide cursor to “Lines” and select the Set
Line1 command.
STICKY LINES
Flow Charting 5 provides a sticky lines feature that lets you insert lines that will
remain attached (or will stick) to shapes when the shapes are moved or resized.
When you first start Flow Charting 5, the sticky lines feature is on. You can
disable the option temporarily by holding down the “A” key or the Alt key while
you move or resize a shape. You can also turn the feature off in the Program
Preferences dialog box with the Stick to objects option. For specific instructions
about using the Program Preferences dialog box, see Chapter 9.
INSERTING A LINE
This section contains basic instructions for creating a new line in a chart. Please
make reference to Figure 4-1.

To insert a new line (Start a line)
1. Click either the Line1 or Line2 Line Insert buttons on the Command tool bar
or press [F3] or [shift]+[F3].
2. Click in the chart where you want the first point of the line.
If you are connecting a line to a shape, make sure you click inside the shape.
Flow Charting 5 will automatically snap the line to the edge of the shape and
it will remain attached if you later move the shape.
Tip: If you would like to prevent the line from automatically snapping to a shape edge, hold
down the Shift key before you click. The Shift key temporarily changes the Snap to
Objects option in the Program Preferences dialog box.
To terminate the new line (End a line)

1. To terminate the line inside a shape - just click the cursor anywhere inside the
shape.
The program will do two automatic steps; 1) It will terminate the line at
shape’s edge, and 2) it will snap it to the shape’s edge.
2. For lines not terminating inside shapes, terminate the line in one of the
following ways:
a) Double click the mouse button and the line will terminate at the point of
click.
b) Press the [esc] key.
Before you terminate you can add more line points to control its path
• Click the mouse button, move to a new location, click the mouse button
again, then move again. Every time you click at a new location a “line
point” is added to the line and the line continues. Remember to double
click to terminate.
To start a new line after the last line

• Double-Click the mouse button at an empty place on the chart, now click
to start the next line.
• Again click either of the Line Insert tools and click on the chart.

Each time that you terminate a line, the program changes from “line insert” mode
to “select” mode (see also QuickInsert, below). The double-click remembers the
last used “insert” mode.
TO INSERT MULTIPLE LINES WITH QUICKINSERT

Refer to Figure 4-1, and note the QuickInsert icon. Clicking this to ON will put
the line insert commands in an “always on” mode. When you insert one line the
program will not drop out of Line Insert mode, but rather, it will stay in insert
mode. This allows you to insert as many lines as you want by simply clicking the
line start and terminating; clicking the next line start and terminating, etc. Get out
of insert mode by pressing the [esc] key; get out of QuickInsert mode by clicking
the button to OFF.
ATTACHING AND DETACHING LINES

When you drag the endpoint of a line onto a shape or another line, Flow Charting
5 attaches the line to the shape. If you move the shape or one of the lines, and you
have sticky lines enabled, the attached line moves with the other object.
Figure 4-2. Attached and unattached lines.
Occasionally, you will drag a line close to a shape or another line, but not close
enough to be attached. When you select a line, Flow Charting 5 displays round
handles at the end points if the line is attached and displays square handles if the
line is not attached. Figure 4-2 shows a line attached to the bottom of a shape but
the terminating arrowhead is unattached.
To attach a line to another object
1. Select the line.

2. Drag the end point of the line onto the other object.
To disconnect a line from an object
1. Select the line.

2. Drag the end point of the line off the object.
OR
Move the object while holding down the [alt] key.
To disconnect all lines attached to a shape
1. Select the shape.

2. Move the shape while holding down the [alt] key. This will toggle OFF the
Stick to Objects feature.
To quickly add more lines

You can add more lines to your chart by double-clicking an empty part of the chart
canvas. This shortcut selects the Line Tool so you can add more lines very
quickly.
QUICKCONNECT LINES
The quickest way to add lines is to use QuickConnect. By simply LEFT-dragging
the QuickConnect handle of any selected shape, you can quickly add lines to your
chart without selecting the Line Tool.
To Use QuickConnect
1. Using the Selection Tool, click any shape.

The QuickConnect handle (See Figure 4-3) will appear in the center of the
shape.
2. With the LEFT mouse button pressed on the handle, drag a line out of the
shape.
The line can exit anywhere on the shape and automatically snaps to the shape
edges when you leave. If you don’t like where the line came out, move the
mouse back into the shape and drag out at a different location.

3. Double-click or click inside another shape to finish the line.
QuickConnect Handle
Figure 4-3. QuickConnect Handle
SELECTING LINES
what you want to change and then make changes. To select a line, click on it. A
handle appears at every point on a selected line. Chapter 6 describes the ways to
select more than one line.
Figure 4-4. This shows the visible handles when a line is selected.
Moving Lines
There are several ways to reposition a line once it has been added to your chart.

To move an entire line by dragging (Left mouse button)
• Anywhere on the selected line, click and hold the LEFT mouse button, and
then drag the line (you drag by holding down the mouse button and pulling
the object) and release the button at the new location.
To move an entire line by dragging (Right mouse button)
• Anywhere on the selected line, click and hold the RIGHT mouse button, and
then drag the line (you drag by holding down the mouse button and pulling
the object) and release the button at the new location.
• When the right button is released a dialog box will appear. In this case select
the “move” with a mouse click.
To move only the end of a line
• On a selected line, LEFT drag the end to its new location. If its new location
is inside of a shape (attached), then drag the end into the shape and release the
mouse button.
Copying Lines
The most simple way to make a copy is to LEFT drag a line while holding down
the [ctrl] key. This copy method will copy any selected objects. If you have only
the line selected - then its the only thing that will be copied. You can also select
several lines together and copy the group with this “control - left drag”.
You can select a line (or lines), right click on the selection and select copy. You
can then right click anywhere on the chart and select “paste” and the copied object
will be inserted.
The keyboard shortcut for copy is to select a line, hold down the [ctrl] key and
press the [c] key. You can now make copies by pressing the [ctrl] and [v] keys.
Lines are considered “objects” in Flow Charting 5 and there is further discussion
on copying in Chapter 6 - Working with Objects.
Deleting Lines
Select any line and use one of the following methods to delete or cut the line from
the chart:

a) With the line selected, press the [delete] key.
b) With the line selected, click the right mouse button and select “cut”.
c) With the line selected, hold down the [ctrl] key and press the [x] key.
LINE ATTRIBUTES
The LineManager.
The program provides a set of tools, called the LineManager, that control and list
each of the Line attributes. Set Line1 and Set Line2 buttons are the attribute
“default setters”. Change any attribute and right-click the mouse on the selected
Line, or click on the SnapShot icon, and the program now remembers the new
setting as its default. You can re-set a default as often as you like.
Flow Charting 5 displays the LineManager as you perform one of these two
actions— . . .
• Either you click one of the Line Tool buttons (line1 or line2) on the tool bar
(in preparation for inserting a new line). In this first case, the LineManager
shows the attributes (line type, pen thickness, pen color, etc.) that have been
set as defaults for that button.
• Or you select an existing Line in a chart (in preparation to act on that Line).
In the second case, the LineManager displays the attributes of the selected
Line.
Note: If you had selected a line and another object (text box, etc.) the LineManager might not
be visible. It might show the TextManager instead. To force the LineManager to be
visible, click on the line tab of the manager bar.
Figure 4-5 shows the LineManager after the Line Tool button has been clicked
and identifies all the attribute tools used to change lines.

Figure 4-5. The LineManager.
Remember that you can change attributes before you insert the line or change
them after line insertion. Depending on when you change an attribute in the
LineManager, you will see a different result.
• If you change an attribute after clicking the Line Tool button and before
inserting a new Line, Flow Charting 5 applies this new attribute to the Line
you insert; and the changed attribute then returns to its default condition.
• If you select an existing Line or Lines and then change an attribute, Flow
Charting 5 changes the attribute on the selected line(s) only, and the changed
attribute then returns to its default condition.
Remember Attribute Changes by Setting Either Line1 or Line2 Set Modes

The Command Bar displays the two line insert buttons, Line1 and Line2. You can
constantly set and reset these buttons as you change attributes and they will be
remembered by that button.
The SnapShot button (the Camera icon at the end of the LineManager) also allows
you to set or re-set the defaults for any of these attribute changes. Make your
changes and click the SnapShot button and click on the appropriate save method.

• If you change an attribute after clicking a Line Insert tool and before inserting
a new line, the program applies this new attribute to as many lines as you
insert while the LineManager is visible - if you press the [esc] key or change
modes (go to text insert mode, etc.) then the LineManager will forget these
newly acquired changes.

• If you select an existing line or lines and then change an attribute, the program
changes the attribute on the selected line(s) only, and the LineManager will
forget these changes when you change modes.

• If you change an attribute after clicking a Line Insert tool and before inserting
a new line, and save the change to either Line1 or Line2 Insert buttons, the
program applies this new attribute to as many lines that you insert while the
change remains a “default”. If you press the [esc] key or change modes (go to
text insert mode, etc.) and then return to this Line Insert mode, then the
LineManager will remember these newly acquired changes and continue to
insert lines with these attributes.
• If you select an existing line or lines and then change an attribute, and save the
change, the program changes the attribute on the selected line(s) and makes
that change a default on the appropriate Line Insert tool. If that Line Insert
tool is used later to insert a line, then the line will be inserted or set with this
new “default”.
Changing Attributes With The LineManager

Attributes are presented to you on the LineManager Menu. The controls are
shown in Figure 4-5 and explained in the following paragraphs.
Mixed Attributes
If you select more than one line with different attributes, the LineManager
displays these attributes as mixed. For example, if you choose two lines with
different pen colors, the box in the Pen Color control displays a question mark.
Figure 4-6 shows the LineManager displaying two mixed attributes (Pen style and
Figure 4-6. The LineManager (mixed attributes).

Pen color). If you change a mixed attribute, the selected lines will all be changed
to have the same, changed attribute.
Choosing a Path Type

You can use the path type buttons to choose one of three path types for a line: free-
angled, squared, or curved. These line types are explained below:
Free-Angle Lines.
A line with a free-angle path consists of two or more points. Line segments can be
placed at any desired angle. Figure 4-7 shows several free-angle lines.
Figure 4-7. Free-angle lines.
Squared Lines.
A line with a squared path consists of two or more points. It can be a straight line,
but it can also bend to follow the path of points that you specify for the line. Each
bend in the line, however, must be a 90-degree angle with a squared-off corner
that looks like the corner of a rectangle. When you edit the path of a squared line,
Flow Charting 5 will automatically constrain the line to 90-degree bends. Figure
4-8 shows a squared line.
Figure 4-8. A squared line.

Flow Charting 5 has some powerful features to make creating squared lines a
breeze. As you move the mouse around while inserting a squared line, the line will
dynamically change its path to connect properly to shapes and other lines, and it
also features line bypasses. See the section on Bypasses, below.
Note: The squared line style is the only line style that will accept Line Bypasses.
Curved Lines.
A curved line normally consists of three or four points. A curved line that has two
points will simply be drawn as a straight line. The first and last points of the line
determine where the ends of the line will be placed. The additional points control
the path and curvature of the line.
To get a simple arc, you will need three points: the first and third points are the
end points, and the second point will control the direction and shape of the arc.
Figure 4-9 shows examples of three-point curves.
Figure 4-9. Three-point curves.
You can use four points to define the path of a curved line more precisely. With
four points, it is possible to create S-shaped curves or to gain finer control of the
direction of the endcaps of an arc. Figure 4-10 shows examples of four-point
curves.
Figure 4-10. Four-point curves.

To choose a path type
• Click the button for the line type you want.
Choosing Line Endcaps

The LineManager contains two drop-down lists containing endcaps (arrows, etc.).
The first drop-down list lets you choose the endcap for a line's beginning, and the
second list lets you choose the endcap for a line's ending.
To choose a line endcap
• Click the left endcap control to change the beginning endcap.

• Click the right endcap control to change the ending endcap.
Note: You can configure Flow Charting 5 to show only the endcaps you require for a given
flowchart. You can choose from a much larger list, and select the priority of the endcaps
in the drop-down list. See Chapter 8, “Customizing Flow Charting 5” for more
information.
Choosing a Pen Style

You choose the line's pen style from the Pen Style drop-down menu, located
between the two endcap controls. You can choose different thicknesses of solid
Figure 4-11. Line Styles drop-down menu.

You choose the line's pen style from the Pen Style drop-down menu, located
between the two endcap controls. You can choose different thicknesses of solid
lines, dashed or dotted lines, etc., as shown above in Figure 4-11.
To choose a pen style
• Click the Pen Style button and select a style.
Choosing a Pen Color

The Pen Color button in the LineManager lets you choose any color for your lines.
Pen Color button
Current Color
The box next to the color button indicates the current color. This color will be
applied to new lines if you are using the Line Tool or selected lines if you are
using the Selection Tool.
the control. Selecting any of these colors will change the current color.
the colors you use most often. Chapter 8 describes choosing custom colors and
customizing the color palettes.
EDITING THE PATH OF A LINE

When you are working in a chart, you will often need to change the path of a line.
For example, if you move a shape so that the attached line crosses over another
shape, you will want to reroute the line around the second shape. You may also

need to change the path of a line to make room for another shape or line because
the logic of your flowchart has changed. Flow Charting 5 offers several features to
help you edit a line's path. You can move an entire line or its individual points;
you can add and delete points or bypasses; or if the line is squared, you can
reshape it with a simple mouse click.
Moving a Line or Its Points

When you move an object with an attached squared line, Flow Charting 5 adjusts
the entire path of the line. You may need to adjust the line path manually to suit
your specific needs. When you move an object with an attached free-angled or
curved line, Flow Charting 5 moves only the end points of the line. Figure 4-13
shows examples of how a line is adjusted depending on its path type.
Figure 4-13. Changed line paths of squared and free-angle lines.
To move a line
1. Select the line.

2. Move the mouse pointer to any segment of the line.
3. Hold the mouse button down as you drag the line to its new location.
To move a line's points
1. Select the line.

2. Move the mouse pointer to any of the line's selection handles.
3. Drag the handle to its new location.

Tip: If you are dragging the end point of a squared line to a shape, drag the end point through
any side of the shape. Flow Charting 5 automatically adds any necessary points and
redirects the line as needed to attach it to the shape.
Changing a Line’s Exit Point

If you want to change where a line exits a shape, you can simply drag the end of
the line attached to the shape to another side and then reshape the line. Reshaping
a line is covered later in this chapter.
Adding and Deleting Points

There are numerous reasons to add a point to a line. You may have used a free-
angle line to draw a custom shape, and you may need more points to add detail to
Figure 4-14. Adding points to change a line's direction.
the shape. You may want to extend a line in a different direction, as shown in
Figure 4-14, or you may want to choose the exact location a line will bend when
you edit its path.
You can delete an end point of a line to shorten the line, or you can delete
unnecessary points that remain after editing a line.
To add a point
1. Select the line.

2. Hold the Ctrl key down while you drag one of the selection handles.
A new point will be added where you release the mouse button.

To delete a point
1. Select the line.

2. Drag the point you no longer need onto another selection handle. Extra points
that overlap are removed.
Adding and Deleting Bypasses

You can add bypasses to a squared line to show that it jumps over other lines and
does not intersect them. You can later delete the bypasses manually, or you can
automatically delete a bypass by changing the line's path so that a bypass is no
longer appropriate. Reshaping a line also removes all bypasses.
To add a bypass to a squared line
1. Select the line to which you want to add the bypass.

2. Click the Add Bypass button in the LineManager.
The mouse pointer changes to an arrow with a bypass symbol.
3. With the tip of the cursor arrow, click at the intersection point and a line
bypass is inserted.
To remove a bypass
1. Select the line that has a bypass to remove.

2. Click the Remove Bypass button in the LineManager.
The mouse pointer changes to the delete bypass pointer.
3. Position the arrow on the bypass you want to delete.
4. Click the bypass.
Note: The squared line style is the only line style that will accept Line Bypasses.
Reshaping a Squared Line

If you have changed the path of a line manually or by moving an attached object,
and the line path has more turns than are needed, you can use the Reshape button

on the Standard tool bar to change its path quickly. The Reshape button, in effect,
hammers out any unnecessary bends in a line. When you reshape a line, see Figure
4-15 below, Flow Charting 5 adjusts its path so that it follows the shortest route
between the end points.
Figure 4-15. Reshaping a line.
To reshape an individual line
1. Select the line you want to reshape.

2. Click the Reshape button on the Standard tool bar, or choose Reshape Lines
from the Actions menu.
To reshape several lines attached to a shape
1. Select the shape that has the attached lines.

2. Click the Reshape button, or choose Lines then Reshape from the Operations
menu.
Tool Managers Tabs



5
WORKING WITH TEXT
In a chart, you use text to provide additional information to the shapes and lines
you've included and to make the chart itself more understandable. You can place
text within shapes to explain their precise meanings, and you can place text
elsewhere in the chart to explain other concepts or maybe to add a title.
ADDING TEXT
This section contains basic instructions for creating new text in a chart.
To add text
1. Click either the TextA or the TextB command buttons.

2. Click in the chart where you want to start typing. You can click inside a shape
or anywhere else on the chart canvas.
If you click within a shape, the text you type is closely associated with that
shape. Flow Charting 5 automatically wraps the text so that it fits within the
shape and rewraps the text whenever you resize the shape. If you don’t click
on a shape, you can type text anywhere you like with or without word-
wrapping.

C H A P T E R 5 WORKING WITH TEXT
Tip: If a shape or text object is already selected, you can press Enter to automatically choose
the Text tool. Pressing Enter will select all of the text in the object and wait for your
next command. If you want to replace all of the text, start typing; otherwise, move the
blinking cursor with the arrow keys or the mouse before typing.
Flow Charting 5 will keep the Text tool active as you move from one text block to
another or from shape to shape. Clicking on an empty place on a chart will cause
the program to drop out of text insert mode.
If you would like to start a single new text block, click once at the location (this
will drop you out of text), double-click to re-enter text, and click on the chart and
start typing. Remember that if this new block is have automatic text wrapping
you must click and drag the block to the correct width.
If you are going to start several new text blocks during this session, click on the
QuickInsert button of the Command Bar. This feature will keep the program in
Text until you a) press the [esc] key; b) click the QuickInsert button to OFF; or c)
enter any other command mode, i.e, Shape Insert, Lines, etc.
Note: If you are insert text near a chart border, you may get a warning that “. . .you are typing
beyond chart boundries.” Move the text block away from the boundry or change the text
“justification”.
When you are finished typing you can cancel the Text tool in several ways.
To exit Text mode:

• Click the mouse on an unused part of the chart.
• Press the Escape key.
• Click the Selection tool or any other tool on the Command tool bar.
• Click the right mouse button and choose Cancel Text tool from the context
menu that appears.
TEXT INSERT TOOLS (TEXTA AND TEXTB)

Refer to Figure 5-1. The program includes 2 Text Insert buttons (TextA and
TextB). Either of these buttons will take you into a Text Insert mode. You can set
TextA to always insert Arial Text, 10 point, Red lettering; and set TextB to a

different font, different size, etc (maybe set TextB for Titles). Now in building a
flowchart - you can type text inside the shapes by using TextA and when you want
to Title an area - just click TextB, click on the chart and you are typing in Arial 16
point. All of this power in just two clicks!
Figure 5-1. Partial Command Bar, Showing the Text Insert tools and Selection Tool.
To set the defaults for TextA tool or TextB tool
1) Click TextA to enter Text Insert mode.
2) Change the attributes in any way you desire (for example: make the text font
Arial and the font size 14 points.
3) Click on the SnapShot icon (the camera at the right end of the TextManager).
Until you reset this mode differently, you will always have this text - just a click
away.
Use this same sequence to setup TextB mode.

To copy existing defaults from existing text to the TextA tool
1) Select any existing text by clicking on it with the mouse.
2) Click on SnapShot and click on Set TextA. You can also copy the existing text
defaults to TextA by RIGHT clicking on any existing text and then clicking on Set
TextA.
Use this same sequence to setup TextB, substituting TextB for TextA in the
instructions.
WORD-WRAPPING
Text is automatically wrapped to fit perfectly inside shapes. You also have the
option of using word-wrap when creating independent text objects. Word-
wrapping is great for things like notes that are in paragraph form. Word-wrapping
is not necessary for titles and flow annotations, like the words, “Yes” or “No” near
branches in your flowcharts.
To create a text object without word-wrapping
1. While in TextA insert mode, or TextB insert mode, simply click anywhere
outside of a shape and start typing.
2. Press Enter to start each new line of text.
3. Press Escape when you are finished.
To create a text object with word-wrapping
1. From within Text Insert mode, press the left mouse button where you want to
start a new text object and drag the mouse to define a rectangular area.
2. Release the mouse button when the rectangle has the approximate size you
want. Only the width of your rectangle is really important, because the width
is what defines your left and right margins. The height of the rectangle will
automatically grow as you type new text.
3. Begin typing, making sure not to press Enter unless you specifically want a
new paragraph. Flow Charting 5 will automatically wrap the text when a word
goes beyond the right margin.
4. Press Escape when you are finished.

KEYBOARD NAVIGATION
As you are typing, you can use the mouse or the keyboard to position the blinking
cursor. Each character typed is placed to the right of the cursor. The following
keys are used to move the cursor to a new position:
• Arrow keys: left, right, up and down will move the cursor in the
corresponding direction.
• Ctrl+left arrow: will move the cursor to the previous word.
• Ctrl+right arrow: will move the cursor to the next word.
• Home: will move the cursor to the beginning of the line.
• End: will move the cursor to the end of the line
• PgUp, PgDn: will move the cursor up or down one paragraph (where you
typed Enter when creating the text object).
• Ctrl+Home or Ctrl+PgUp: will move the cursor to the beginning of the text
object.
• Ctrl+End or Ctrl+PgDn: will move the cursor to the end of the text object.
Other editing keys

You will also need the following keys for normal text editing:
• Backspace: to delete the character to the left of the cursor.

• Delete: to delete the character to the right.
• Enter: to start a new paragraph.
• Ins: to switch between inserting and overwriting existing text.
• Tab: to add four spaces.
SELECTING TEXT
what you want to change and then make changes. You can select an entire block of
text with the Selection tool, or you can use the Text tool to select individual
characters or words.
To select an entire block of text inside a shape
Click on the shape that contains the text and press the [enter] key.

If you select the shape, the text inside is selected as well. However, you
cannot change the text attributes until the TextManager is displayed. To
display the TextManager, click the Text tab at the bottom of the Tool Manager.
To select an entire text object
1. Click the Selection tool button on the Command tool bar.

2. Click anywhere on the text object.
To select characters or words
1. Click either the TextA or TextB button on the Command tool bar.
2. Click at the beginning of the text, and drag the text pointer to the end of that
text. Alternatively, you can hold the Shift key while you move the text cursor
with the keyboard navigation keys (left, right, etc.).
Tip: If you want to select a single word, double-click anywhere on the word.
To extend a text selection
• Hold down the Shift key and click in the text at the point where you want to
extend the selection.
TEXT ATTRIBUTES
The TextManager.
The program provides a set of tools, called the TextManager, that control and list
each of the Text attributes.
The program displays the TextManager as you perform one of these two
actions— . . .
• Either you click one of the Text Tool buttons (TextA or TextB) on the tool bar
(in preparation for inserting new text). In this first case, the TextManager
shows the attributes (font, font size, pen color, etc.) that have been set as
defaults for that Text tool.

• Or you select existing Text in a chart (in preparation to act on that Text). In
the second case, the TextManager displays the attributes of the selected Text.
Note: If you had selected a shape that includes text or both text and a line the TextManager
might not be visible. It might show the LineManager instead. To force the
TextManager to be visible, click on the text tab of the manager bar.
Remember that you can change attributes before you insert the text or change
them after text insertion. Depending on when you change an attribute in the
TextManager, you will see a different result.
Figure 5-2. The TextManager
• If you change an attribute after clicking the Text Tool button and before
inserting new Text, Flow Charting 5 applies this new attribute to the Text you
insert; and the changed attribute then returns to its default condition.
• If you select existing Text and then change an attribute, Flow Charting 5
changes the attribute on the selected text only, and the changed attribute then
returns to its default condition.
Remember the Attribute Change with Either TextA or TextB Set Modes
The Command Bar displays the two text insert buttons, TextA and TextB. You
can constantly set and reset these buttons as you change attributes and they will be
remembered by that button.

The SnapShot button (the Camera icon at the end of the TextManager) also allows
you to set or re-set the defaults for any of these attribute changes. Make your
changes and click the SnapShot button.

• If you change an attribute after clicking a TextInsert tool and before inserting
new text, the program applies this new attribute to text as you insert it while
the TextManager is visible - if you press the [esc] key or change modes (go to
line insert mode, etc.) then the TextManager will forget these newly acquired
changes.
• If you select some existing text and then change an attribute, the program
changes the attribute on the selected text only, and the TextManager will
forget these changes when you change modes.

• If you change an attribute after clicking a Text Insert tool and before inserting
any new text, and save the change to either TextA or TextB Insert buttons, the
program applies this new attribute to as much text that you insert while the
change remains a “default”. If you press the [esc] key or change modes (go to
line insert mode, etc.) and then return to this Text Insert mode, then the
TextManager will remember these newly acquired changes and continue to
insert text with these attributes.
• If you select any existing text and then change an attribute, and save the
change, the program changes the attribute on the selected text and makes that
change a default on the appropriate Text Insert tool. If that Text Insert tool is
used later to insert text, then the text will be inserted or set with this new
“default”.
Mixed Attributes
If you select text with different attributes, the TextManager displays these
attributes as mixed. For example, if you choose one block of text that uses Arial
font and another that uses Times New Roman font, the box in the Font Type
control displays a question mark. Figure 5-2 shows the TextManager displaying
mixed attributes.

Figure 5-3. The TextManager (mixed attributes).
Tool Managers Tabs

Changing Attributes With The TextManager™
Font Type and Font Size

Flow Charting 5 supports Microsoft's TrueType font families and other font
systems, such as Adobe that are installed on your system. To add or remove fonts
to your system, please refer to Windows system manuals.
In your charts, you can use all available point sizes from 4 to 127.
To choose a font type
1. Click on the Font Type control or drop down window.

2. Select the font from the drop-down list.
Tip: The keyboard shortcut for the font type drop-down list is Ctrl+F.

To choose a font size
1. Click on the Font Size control or drop down window.

2. Select the font point size from the drop-down list, or type the information
directly into the control.
Tip: The keyboard shortcut for the font size drop-down list is Ctrl+H.
Text Style
The TextManager includes buttons for different types of text styles: bold, italic,
underline, superscript, and subscript.
To choose a text style
• Click the button for the text style you want.

You can mix any of the styles except subscript and superscript.
Tip: The keyboard shortcuts for turning text styles on and off:
Bold Ctrl+B Italic Ctrl+I Underline Ctrl+U
Pen Color and Fill Color Control

The Pen Color and Fill Color palettes in the TextManager let you choose the text
color or the background color of text.
Pen Color Fill Color
Current Colors
The box next to the color controls indicates the current color. This color will be
applied to selected text, or new text that you type, depending on when you are
using the TextManager.

the control. Selecting any of these colors will change the current color. The Fill
Color palette has a special color, entitled “None” that is used when you want no
fill color, or a transparent text background.
the colors you use most often. Chapter 9, “Customizing Flow Charting 5”
describes choosing custom colors and customizing the color palettes.
Text Justification
You can choose to justify your text in nine different ways. When you click the
Justification control, a list drops down, showing the nine different justification
options. Each of these options corresponds to how you want text to wrap in a
shape or text object.
For instance, top-left justified text would start in the top, left corner of a shape and
wrap down and to the right; mid-center justified text would always stay in the
center of your shape, evenly located between the top and bottom and the left and
right edges.
Tip: It is helpful to choose justification before you enter text. This lets you insert the text
block in the precise position you want, without having to change it after you begin
typing.
Also, when you later move text objects, they will align based on their justification
settings. For instance, the top edge of a text object will always snap to the grid if it
has a top-justified setting. This makes it easy to align text in columns or rows.

To select a justification
• Click the picture corresponding to the justification you want.
Top-left Top-center Top-right
Mid-left Mid-center Mid-right
Bottom-left Bottom-center Bottom-right
Figure 5-5. Justifcation types
INSERTING FILE NAME, DATE OR TIME STAMPS

Flow Charting 5 lets you include a chart's file name in the chart. You can also
insert the current date and time.
To insert the chart's file name
1. Click the Text tool button on the Command tool bar.

2. Click in the chart where you want the file name
3. Press Ctrl+N or select Insert Filename from the context menu when you right-
click.
Flow Charting 5 inserts the complete path and file name into the chart.
To insert the date and time
1. Click the Text tool button on the Command tool bar and click in the chart
where you want the date and time.

2. Press Ctrl+T or select Insert Date... from the context menu when you right-
click, and the Insert Date/Time dialog box opens.
Figure 5-6. Insert Date/Time Dialog Box.
The formats in the dialog box are obtained from the Windows Regional
Settings in the control panel. You can change the date and time formats by
clicking the Windows Start button, selecting the Control Panel from the
Settings menu, and then double-clicking the Regional Settings control.
Windows provides help on the dialog box that lets you customize the date and
time.
3. Click the format you want to use, and then click OK.
Flow Charting 5 inserts the date or time into the chart.
SPELL CHECKING
Flow Charting 5 has a powerful and flexible spell checker that can help make your
charts error-free. The spell checker has over 100,000 words in its standard
dictionary, and lets you add as many words as you like to one or more custom
dictionaries. It will check a single word, several words, one or more pages, or the
entire chart at your choosing.
When you check words for misspellings, Flow Charting 5 searches for each word
in the standard dictionary, and any custom dictionaries that you specify. If a word
is not found in any of these dictionaries, it is either an error that you can correct or
a word that you want to ignore or add to a custom dictionary. These choices are
described in the section, “Words Not Found In Dictionaries.” Custom dictionaries
are also described in more detail later in this chapter.

To Spell Check One or More Words

1. Click the Text tool.
2. Select the word to check by double-clicking it or select several words by
pressing the mouse button and dragging across the words.
3. Click the Spell Check button on the Standard tool bar or select Spell Check
from the Operations menu.
4. If a word is not found in any of the current dictionaries you will see the Word
Not Found in Dictionary dialog.
Figure 5-7. Word NOT Found in Dictionary Dialog Box.
5. Either correct the error, ignore the error, or add the word to a custom
dictionary. All of these options are explained in more detail below.
6. You will be asked if you want to spell check the rest of the document when
this check is complete. Click Yes or No.
To Spell Check One or More Objects

1. Click the Selection tool and select the objects you want to check. If you want
to check the current page, select all of the objects on that page.
2. Click the Spell Check button on the Menu bar or select Spell Check from the
Operations menu.
3. If any words are not found in the current dictionaries, decide whether to
correct them, ignore them, or add them to a custom dictionary.

To Spell Check The Entire Flowchart

1. Click the Selection tool and make sure no objects are selected, either by
pressing the Esc key or by clicking on an empty part of the chart.
2. Click the Spell Check button on the Menu bar or select Spell Check from the
Operations menu.
3. If any words are not found in the current dictionaries, decide whether to
correct them, ignore them, or add them to a custom dictionary.
WORDS NOT FOUND IN DICTIONARIES

As mentioned above, when a word is not found in the standard or custom
dictionaries, the following dialog will pop up allowing you to correct the problem.
The word is either a misspelling, or a word that is spelled correctly. If it is spelled

correctly, you can either ignore the warning, or add the word to a custom
dictionary.
To Correct a Misspelling
1. Choose the new word to use by clicking the appropriate word in the
Suggestions box or by typing it directly into the Replace With box.
2. If you can’t find a reasonable suggestion, and you are not sure that you have
spelled the new word correctly in the Replace With box, you can click the
Suggestions button to verify that your corrected word is indeed in one of the
dictionaries.
If you click the Suggestions button and the word in the Replace With box is in
a dictionary, it will be displayed in the Suggestions list box.
3. Click the Replace button to exchange the misspelled word with the new word
that you selected (the one in the Replace With box), or
Click the Replace All button to replace every occurrence of this word—
without prompting—when the rest of the chart is checked.
To Ignore a Misspelling
• If you know the word is spelled correctly, even though it was not found in any
dictionaries, you can ignore the warning by clicking the Ignore button or the
Ignore All button.

The Ignore button will ignore the word one time, and prompt you if it is found
again later in the chart. The Ignore All button will ignore the word through
the rest of this spell check, but you will be warned about the word again if you
start another spell check later.
To Add a Word to a Custom Dictionary

• If the word is spelled correctly and you wish to add it to your custom
dictionary, select the appropriate dictionary in the Add Words To control—for
example, CUSTOM.DIC—and click the Add Word button.
Note: You can open or close custom dictionaries before adding the word by clicking the
Options button. If there are no custom dictionaries opened, the Add Word button will
be disabled. See the next section for details about opening and closing custom
dictionaries.
CUSTOMIZING THE SPELL CHECKER

The spell checker is very flexible. You can set several options that affect how
words are checked, the amount of memory used by the spell checker, and which
custom dictionaries are used. The options can be set before spelling is checked, or
when a potential misspelling is found, and the options are saved when you exit
Flow Charting 5.
• Click the Spellcheck Options button in the Program Preferences dialog

(available on the File menu).
OR
• Click the Options button on the Word Not Found In Dictionary dialog, and the
Spell Options dialog box will appear.

Spell Checking Options

Ignore Full Caps - If this option is on, words that are completely capitalized will
not be checked for misspellings. You have to be careful with this option. It might
be good for acronyms, but it will not check obvious mistakes like, “WEDSDAY”.
Figure 5-8. Spell Checking Options Dialog Box.
Ignore Partial Numbers - If your chart has serial numbers or other mixtures of
letters and numbers, you can turn this option on to ignore them. For instance,
“ab2331” would not cause an error. If this option is off, certain partial numbers are
in the dictionary and therefore allowed (e.g., 5th, 3rd, etc.).
Ignore Pure Numbers - If this option is on, words made entirely of numbers will
not be checked for misspellings.
Allow Joined Words - If this option is on, hyphenated words that are not in the
dictionary will be allowed if the individual words are correctly spelled (for
example, “big-cheese”).
Recheck Typed Replaces - If this option is on, any replacement you provide will
be spell-checked after you click the Replace button. This ensures that you do not
accidentally replace a misspelled word with another misspelled word (two wrongs
don't make a right).

Creating or Opening Custom Dictionaries

The following buttons and drop-down control let you manage custom dictionaries.
Custom dictionaries are described more in the following sections.
Drop-down list shows custom dictionaries currently opened
Figure 5-9. Manage Custom Dictionaries Dialog Box.
To close a custom dictionary
• Click the Close Custom button to close the current custom dictionary
displayed in the drop-down list box.
To create a custom dictionary
1. Click the New/Open Custom button.

2. Type a new file name in the subsequent Open Custom Dictionary dialog box
and click OK. You will be asked if you want to create a new dictionary file.
Click Yes.
Note: Custom dictionaries are compatible with the Microsoft Word custom dictionary format.
To open a custom dictionary
1. Click the New/Open Custom button.

2. Select the location and name in the subsequent Open Custom Dictionary
dialog box and click OK.
Standard Dictionaries
Open Standard / Close Standard buttons - These buttons are here for future
expansion. Right now, only one standard dictionary is provided
(AMERICAN.VTD) and it is required for normal spellchecking.

Performance/Memory Usage
Performance and Memory Usage are linked together on the slide bar. Moving the
slide to the right will read more of the dictionaries into memory, speeding up spell
checks. Moving it left will save memory, but slow down your spell checks.
Suggestion Search Limit

When the spell checker in Flow Charting 5 finds a misspelled word, it does a
pretty thorough job trying to decide what you really meant to type. For instance, in
one of the many tests, every pair of characters is swapped in case you typed
“WDENESDAY” instead of “WEDNESDAY”. A whole battery of tests are
performed in the blink of an eye, and every reasonable variation of your word is
searched for in the current dictionaries. Every word found in the dictionaries is
added to the Suggestions list.
The Suggestion Search Limit field allows you to specify the maximum number of
tests to perform. If you set a small value, the spell checker will work faster, but
you may get fewer suggestions.
CUSTOM DICTIONARIES
You can create a unique custom dictionary for different projects or clients, or you
can use one custom dictionary. Custom dictionaries supplement the standard
dictionary. A word is not considered misspelled if it is found in the standard
dictionary or any of the custom dictionaries you are currently using.
Capitalization is important
When you add words to a custom dictionary, capitalization is important.
Normally, words should be added with no capital letters, unless it is a formal name
that requires capitalization. During a spell check, if a word in the dictionary has
any capital letters, then the word in the flowchart must be capitalized exactly the
same way.
The only time you have to be concerned with this rule is when you add a word
from the beginning of a sentence and it is capitalized only because of its position.
Otherwise, most of the words you add will be capitalized properly.
Managing custom dictionaries

When you first install Flow Charting 5, one custom dictionary, entitled
CUSTOM.DIC, is opened. You can create additional custom dictionaries or open

existing custom dictionaries through the Spell Check Options dialog, which is
available from the Program Preferences dialog or from the Word Not Found In
Dictionary dialog. Each time you run Flow Charting 5, the custom dictionaries
you were last using will be reopened.
Sharing Custom Dictionaries

If you make a custom dictionary that has project-specific words and you would
like to share it with others, you can copy the dictionary to a network drive. If it is
placed on a network drive, you should set the file's attributes to read-only so that
others don't accidentally modify it. (See your network administrator for
instructions.) Read-only dictionaries can be opened like any other custom
dictionary from the Spell Check Options dialog; however, you cannot add words
to them, so the dictionary name will not appear in the Word Not Found In
Dictionary dialog.
Format of Custom Dictionaries

A custom dictionary is a standard text file that you can modify with a text editor,
like NOTEPAD.EXE—though we recommend that you make a backup copy
before doing so. Flow Charting 5’s custom dictionaries are compatible with the
Microsoft’s Word Custom Dictionary format, which simply means that every
unique word is placed on a separate line (by typing Enter).
The only time you should modify a custom dictionary is when you need to remove
a word. Again, make sure you make a backup copy, because if you make a
mistake, the dictionary could be damaged. To remove a word, delete the word and
the carriage return following it.

6
WORKING WITH FLOW 5 OBJECTS
Once you have constructed a chart you may want to act on some of the objects (or
act on groups of objects). This chapter will walk you through the “selecting”
process to the final editing, and will include moving, copying and rearranging
objects.
SELECTING OBJECTS
You use the Selection tool to select shapes, lines, text, or groups of objects. You
can select a single object or an “area” that can include multiple objects. Once you
have selected objects, you can add more objects (or remove some) to the selection.
You can also select all the objects in a chart.
An object is “selected” when it shows its handles. The handles on shapes and text
boxes are small dark rectangles, on the four corners. On lines, the start and stop
points and each point (or change or direction) is marked with the dark rectangle.
The only exceptions are 1) the end of a line that is connected to a shape will show
a green circle for its handle, and 2) all handles of frozen objects are blue in color.

C H A P T E R 6 WORKING WITH FLOW 5 OBJECTS
When you select many objects, you can be sure of which objects are selected by
observing their handles.
To choose the Selection tool
• Click the Selection Tool button on the Command tool bar.

• If you are working in one of the insert modes (shapes, lines, or text), pressing
the [Esc] key will change you to Select mode.
To select a single object

Click the object.
Tip: If a shape has a transparent fill (which is the same as fill color “none”), you must click near
the edge or on the shape border to select it. You can click anywhere on filled shapes to select
them.
To select multiple objects in the same area

Hold down the mouse button and drag diagonally across the objects or the
area where the objects are located.
As you drag the mouse, the program displays a dotted line box (this is called
“dragging a frame around objects”). When you release the mouse button, any
objects completely within the dotted rectangle are selected.
To select additional objects
• Hold down the Shift key and click on each additional object, or hold down the
shift key and diagonally left drag the mouse over an additional area of objects.
To select all objects in a chart
• Choose Select, then All from the Edit menu or press Ctrl+A.
To deselect one or more objects
• To deselect a single selected object or all the selected objects in a chart, click
anywhere in the chart or press the Esc key.

• To deselect some of the objects in a selected group, hold down the Shift key
while you click the objects or hold down the shift key and drag a frame
around a group of objects.
Tip: If you select multiple objects of different types, such as shapes and text, Flow Charting
5 displays only one of the appropriate tool managers. To see the other tool manager,
click the ToolShuffler button or click the selected objects. If you select objects with
different attributes, such as two shapes with different fill colors, the tool manager
displays a “?” in that attribute window, indicating the mixed attributes. For more
information about mixed attributes, see Chapter 3, 4, or 5.
MOVING OBJECTS
Once you have selected an object, you can move it anywhere in the chart window.
The basic steps for moving a shape, line, or block of text are the same.
To move an object
1. Select the object you want to move, or drag a frame around an area that you
want to move.
2. Drag the object to its new location. Chapter 7 describes drag and drop, a more
advanced way of moving objects between documents or applications.
If you have selected several objects, you can drag any one of the objects, and
Flow Charting 5 moves all of them.
COPYING OBJECTS
You can use the clipboard to copy and paste objects within a single chart and
between different charts. The steps for copying an object are the same for shapes,
lines, and text.
To copy objects within a chart
1. Select the object or group of objects you want to copy by either clicking on
the object or dragging a frame around a group of objects.

2. (a) Choose Duplicate from the Edit menu (or [Ctrl] d from the keyboard) and
Flow Charting 5 creates a duplicate of the objects or group of objects just to
the right and down from the original.
Tip: Flow Charting 5 records the distance and position of the new objects relative to the
original objects. If you position the duplicated objects (i.e. one inch to the right) and
choose Duplicate again before performing another operation, Flow Charting 5 will
insert the next copy one inch to the right, and the next duplication will be another inch
to the right, etc.
(b) An easy method to copy (without the ability to accurately position the
copy) is to simply left drag the object(s) while holding the [Ctrl] key down.
To copy and paste objects with the clipboard
1. Select the object you want to copy.
Note: If you are copying text, make sure to note whether you are selecting the text with the
Selection or Text tool. You will need to use the same tool when you paste the text.
2. Choose Copy from the Edit menu.

3. Open the chart you want to copy the object into.
4. Choose Paste from the Edit menu.
To use the Paste Special Command

By default, Flow Charting 5 pastes objects from the clipboard in a certain order of
priority. For instance, if an OLE object is available, it will be pasted before a
bitmap. If you would like to instruct Flow Charting 5 to paste a specific format
follow these steps.
1. Select Paste Special from the Edit menu.

2. Choose the format you would like to paste.
3. Press the OK button.

DELETING AND CUTTING OBJECTS

You can delete selected objects or cut them to the clipboard. Either way, the
objects are removed from your chart. If you cut the objects, a copy will be placed
on the clipboard, so you can paste them into other applications.
To delete objects
1. Select the objects to delete.

2. Select Delete from the Edit menu, or press the Del key.
To cut objects
1. Select the objects to cut.

2. Select Cut from the Edit menu, or press Ctrl+X.
RESIZING OBJECTS
You may want to resize objects in your chart to make room for more information,
or you may just want the contents of your chart to be smaller in appearance.
Shapes (Reflective and Proportional Sizing)

If the Reflective resizing option is selected in the Program Preferences dialog
box, every time you drag one side of a shape or a block of text to resize it, the
other side mirrors the same action. For example, if you drag the right side of a
rectangle 1 inch, Flow Charting 5 adds an inch to the left side as well. This action
always holds the center of the shape in its place. If you resize a shape without
using the reflective resizing feature, the shape may no longer be centered on the
grid. You need to be aware of a shape's position on the grid; it will affect how lines
look when attached.
Tip: If the Reflective resizing option is selected, you can temporarily disable it by holding
down the [a] or [alt] key as you move objects. If the option is not selected, hold down
the [a] key to enable it temporarily.

Protecting a shape’s proportions while resizing (SensibleShapes)

If the shape’s aspect ratio was protected when the shape was created (see Chapter
9, “Customizing Flow Charting 5) then it is called a SensibleShape and will not
distort when resized. A good example of a SensibleShape is a circle - you can
make it larger or smaller, but you cannot make it taller than wide or any other such
combination that would distort its proportions. Many of the shapes, provided to
you on the templates, that have curves or other surfaces that are non-rectangular
are set up as SensibleShapes.
Because no laws are absolute we have provided an override to this action.
To temporarily turn off Proportional Sizing
1. While dragging one of the resizing handles, hold down the Shift key.
This will toggle the shape’s default aspect ratio setting. For instance, holding
down the Shift key while resizing a circle will make an oval.
To resize an object
1. Select the object you want to resize.

2. If you want to use the Crosshair, hold down the spacebar.
3. Click and hold the mouse on one of the object's handles, and then drag the
handle in the direction you want to change the object's size.
PLACING OBJECTS
Flow Charting 5 provides several methods to help you place objects where you
want them, whether they be spaced evenly or aligned to other objects.
Using the grid

As you position an object, Flow Charting 5 snaps the object to the grid that
you see on the chart window. This helps you visibly align to objects already
on your chart. Chapter 8, “Customizing Flow Charting 5” tells you about
different options to customize the grid.
The status bar indicates whether grid snap is enabled. The indicator displays
Snap if enabled and Free if disabled. We recommend that you always place
shapes with grid snap enabled because this will help you create attractive and

consistent charts. However, if you have special drawing needs you can always
temporarily turn snap off.
Change the grid “snap” feature by one of the following methods:
• Click the status bar indicator to switch between Snap and Free.
• Use the Program Preferences dialog described in Chapter 8.
• Hold the Ctrl and Shift keys down while positioning objects.
Using the Crosshair

To help you align shapes on the fly, press and hold the space bar while
dragging a shape or text object to see a set of Crosshair. The Crosshair help
you to easily place objects in a row or column. As you move either a shape or
text box, the Crosshair will align to its center.
Tip: To make the Crosshair remain on, do the following: Hold down the space bar and press the
[alt] key, and then click the mouse on an object. To release this feature, press the space bar.
Aligning Objects
After you get the objects onto your chart, and after moving them around a bit, you
could probably use a little help in getting them back into some kind of alignment.
Flow Charting 5 lets you align a group of objects in a chart by their edges or
centers.
If you choose to align multiple objects to an edge, they will be aligned to the edge
of one object. For example, if you choose to align two squares to the left edge,
they will both be aligned to the left edge of the square farthest to the left, and
conversely, when aligning to the right edge - the program aligns them to the right
edge of the rightmost object. If you align objects in a column, the objects will be
aligned to the top-most object. If you align objects in a row, the objects will be
aligned to the left-most object.
To align objects
1. Select the group of objects you want to align.

2. From the Arrange menu, select Align or use the Align icons.
Figure 6-1. The six align options in Flow Charting 5

Each Arrange option has a predefined anchor point as follows:
a. (Left Edges) the anchor is the left most selected object.
b. (Right Edges) the anchor is the right most selected object.
c. (Top Edges) the anchor is the top most selected object.
d. (Bottom Edges) the anchor is the bottom most selected object.
e. (Column) the anchor is the top most selected object.
f. (Row) the anchor is the left most selected object.
3. Choose one of the six alignment options and Flow Charting 5 aligns the
objects on that option’s anchor point.
Accurate Spacing Between Objects

When you start to clean up a chart it seems that spacing between objects is always
one of those “nitpickers”. Now there is some automatic help. The program will
help you figure out the spacing, and accurately space two or more objects either
across or up and down the page.
Figure 6-2. The Space Evenly icons in Flow Charting 5

To make spacing equal between objects
1. Select the group of objects you want equally spaced.

2. From the Arrange menu, select “Space Evenly - Vertical” or “Space Evenly -
Horizontal”
The objects selected will automatically be spaced accurately between the outer
limits of your selection. The objects will not be moved to cover more area than
your starting area.
Making Objects the Same Size (Except Lines)

Another part of chart cleanup is the relative sizing of objects. If you had a chart
that had 9 rectangles - and they all had different sizes - you might get a more
professional looking chart if they were generally the same size.
Figure 6-3. The Same Size icons in Flow Charting 5
Select two or more objects (shapes or text boxes) and the program will reset their
sizes. The program gives you one more choice - you can limit the sizing to either
length or width or expand the sizing to both width and height.
Note: All resizing follows the rule that the largest item in the selection will be the sizing key.
In other words, if you selected “Same Width”, then the program will point to the widest
object and size all other objects to this width.
To make objects the same size
1. Select the group of objects you want sized.

2. From the Arrange menu, select “Make Same Size” and then click on Length,
Width, or Both.
The objects selected will automatically be sized.
Overlapping Objects (Changing Front to Back Order)

As you add each object to a flowchart, it is placed on top of (or in front of) other
objects. If you want to change that order later, you can select as many objects as
you like and move them in front of all other objects, or send them behind all other
objects.
Figure 6-4. The Bring to Front and Back icons in Flow Charting 5
To bring objects to the front
1. Select the object or group of objects you want to bring to the front.
2. From the Operations menu, select Arrange, then Bring to Front or click the
Bring to Front icon.
The selected objects will be placed in front of all other objects.
To send objects to the back
1. Select the object or group of objects you want to send to the back.
2. From the Operations menu, select Arrange, then Send to Back or click the
Send to Back icon.
The selected objects will be placed behind all other objects.

Freezing Objects
When you add items to your flowchart that are permanent, and don’t change when
the logic of your diagram changes (like logos, revision text, etc.) you can use
Flow Charting 5’s Freeze command. Once an object is frozen, you cannot
accidentally change it in any way; other than to first ‘unfreeze’ it.
Figure 6-6. The Freeze icons.

When you use the command “Select All”, or try to lasso a number of objects - the
frozen objects will not respond. You must individually click on frozen objects
(they will display the blue rectangular handles) and then unfreeze them to operate
on them.
To use Freeze
1. Select the objects to freeze.

2. Select Freeze from the Operations menu or click on the Freeze Icon.
The objects will be frozen. Frozen objects will show hollow rectangles for
handles when selected (the normal handles are black rectangles).
To unfreeze objects.
1. Select any object that is frozen.

2. Select Unfreeze from the Operations menu or click the UnFreeze Icon.
Grouping Objects
When you add certain items to your flowchart that, together, form a statement or
represent a repeatable area, etc., you can GROUP these items together. This
grouping will protect your selection from normal editing, i.e., editing such as

moving or deleting only one item in the group. The features of Grouping will
allow you to select the group and move or otherwise operate on the group at any
time.
The grouped objects will only show four handles for the entire group when
selected. These handles are normal black rectangles but the key is there is only
four handles for the entire group.
Figure 6-7. The Grouping icons.
To Group Objects
1. Select the objects to Group.

2. Select Group Objects from the Arrange menu or click on the Group Icon.
The objects will now appear as a group. Grouped objects have only four
handles when selected.
To unGroup objects.
1. Select any group.

2. Select UnGroup from the Arrange menu or click the UnGroup Icon.
UNDOING AND REDOING YOUR CHANGES

Flow Charting 5 includes an Undo feature that allows you to undo your most
recent change. If you make a change that you want to undo, you can choose Undo
from the Standard tool bar, the Edit menu, or by right-clicking on an empty part of
the chart to bring up a context-sensitive menu. Figure 6-8 shows the Undo button
on the Standard tool bar.

Figure 6-8. The Undo button on the Standard Tool bar
If you undo but then change your mind, Flow Charting 5 lets you redo the change.
Immediately after you perform an Undo, choose Redo (which is the same button
and menu command as Undo).
If there are no changes to be undone, or the command that was last performed
cannot be undone, the menu item will display, “Can't Undo.”


7
PRINTING A CHART
General Information
Printing with Flow Charting 5 can cover a lot of territory. Once you experience
printing a large chart (tabloid 11 x 16 inches) or some of the fanfold sizes, you
might want to build some of your own charts in those sizes. You have to see your
entire production line’s flowchart on fanfold (14 7/8 x 11 inches printed in
landscape mode) hanging on the wall to really believe that it can be done.
To make charts of these sizes refer to Chapter 9 (Chart Setup) and this chapter on
printing.
Printer Dialog Box

Flow Charting 5 lets you set options for printing, such as which printer you want
to use and whether you want to print certain objects, a page range, or an entire
chart.
Note: If you are printing to a plotter, you need to make sure that your chart does not contain
any overlapping shapes and that none of the text in your chart has a white background.
Windows does not print overlapping shapes or white text background on a plotter.

C H A P T E R 7 PRINTING A CHART
To print a chart
1. Open the chart you want to print.

2. Choose Print from the File menu, and the Print dialog box opens.
Figure 7-1. Print Dialog
3. If all options are set correctly, proceed to next step. If you want to change an
option refer to the following paragraphs for information on these options.
4. Click OK to print the chart.
OPTIONS
The print dialog page contains many settleable options to help you plan the
printed output correctly. Each of these options are listed below with
explanations.
Note: Flow Charting 5 applies the print options temporarily to the chart you are printing. To
make permanent changes to a chart, you need to set options in the Chart Setup dialog
box. For information about this dialog box, see Chapter 9, “Customizing Flow Charting
5” , “Chart Setup”.

Printer Name
This drop-down list is all printers installed on your system. If one of your printers
is not on this list - then you have some problem with installation. Try reinstalling
the printer.
The charts that you create in Flow Charting 5 can be many different sizes - but
they all depend on the paper size supported by your printer. If you are trying to
print a chart that was created on fanfold paper 14 7/8 x 11 inches then you must
have an installed printer that indeed supports that size and type of paper. Please
read the section in Chapter 9 about chart page size and chart file size.
If you want to change printers, click on the drop-down arrow, and then select the
correct printer.
Printer Properties
By clicking on the properties button of a printer, you can display an array of
options that include Paper Size, Print Resolution, Dithering, Lightness/darkness,
and Print Quality. Each printer has it’s own list of properties (two examples are
shown below) and you might have to refer to a printer manual for some of the
explanations.
Two Examples of a Printer’s Properties:
The Canon BJC 5100 lists tabs for Settings, Trouble Shooting, and Maintenance.
You will find the paper size along with print quality under the tab “Settings”.
The Okidata 393 Plus Dot Matrix lists tabs for Paper and Graphics. Under Paper
they list 33 sizes supported (counting envelopes). There are 7 different sizes of
Fanfold paper along with the 11 x 17 inch tabloid size.
Print Range
The controls in the Print Range group will let you print the entire chart, objects
that you have selected, or a certain page range.

Print Range: All

Click this option, click OK, and all pages will be printed (to eliminate printing
blank pages - click the “Skip Blank Pages” option at the bottom of this dialog
box).
Print Range: Pages

Click this option, type in the start page and the end page, click OK, and only the
pages that fall in this range will be printed (to eliminate printing blank pages -
click the “Skip Blank Pages” option at the bottom of this dialog).
Print Range: Selection

Check that you selected an area. Now click this option, click OK, and only the
objects within the selected area will be printed.
Copies to be Printed
For more than a single printed copy, click on the up arrow until the number
corresponds to your need. Click OK. You can also set collation on certain
printers from this feature’s options.
Skip Blank Pages

Checking this option will cause Flow Charting 5 to skip all blank pages, printing
only pages that contain information.
Fit To 1 Page
Checking this option will scale all pages (or a selected area) to exactly fit your
normal page. It will scale the size UP if you have less than a page of data and
DOWN if you have more than one page of data.
To set this feature to ON for the current document, you can click the “fit to page”
box at the bottom of the Print Dialog screen. To set this feature to ON and have it
stay ON, you can set it on on the File | Chart Setup menu, and click the “save as
default” switch.

8
ADVANCED FEATURES
Using OLE
OLE, Microsoft’s acronym for Object Linking and Embedding, provides a way
for you to share data (or objects) between Flow Charting 5 and any other
application. With OLE you can add notes, sounds, video and many other forms of
data to a flowchart. Or you can add a finished Flow Charting 5 diagram to a word
processor or any other application that accepts OLE objects.
This chapter describes OLE and other advanced features, like importing,
exporting, and drag and drop.
Why Use OLE?

Before OLE, if you wanted to put a finished flowchart into your word processor,
you had to copy the flowchart as a bitmap or metafile and paste it into your
document. If you ever needed to change the flowchart, you had to find it in its
original state somewhere on your hard disk, edit it with the flowcharting
application, and repeat your earlier steps of copying and pasting.

C H A P T E R 8 ADVANCED FEATURES
OLE simplifies this process by removing the repetitive steps. You can now save,
or embed, the flowchart right inside the word processor document. The next time
you need to make a change, just double-click, and Windows will launch Flow
Charting 5 with the flowchart right in front of you. No more searching for the
original file and launching Flow Charting 5 yourself. When you make changes in
Flow Charting 5, the word processor document is updated automatically—without
having to copy and paste.
What Is The Difference Between Linking and Embedding?

As an example, let’s say you want to save a sound clip in Flow Charting 5 and one
other application.
Embedding
If you embed the sound object in both applications, you have the original and two
copies of the object in existence. Each copy takes up valuable memory and hard
disk space. If you ever change the original sound clip, both Flow Charting 5 and
the other application will still have the old sound clip.
Linking
On the other hand, if you link the sound clip into Flow Charting 5 and the other
application, you are saving only references to the original sound object, not a copy
of the sound object. This has two benefits: (1) you conserve memory and hard
disk space because a reference requires much less of both; and (2) if you ever
change the original sound clip, both Flow Charting 5 and the other application
will automatically use the new sound! The one drawback of linking is that if you
ever accidentally delete the original sound clip, you have unfortunately deleted it
in two other applications.
Adding OLE Objects to Flow Charting 5

Flow Charting 5 supports OLE in two ways: as a provider (or server) and as a
container. As a server, Flow Charting 5 will let you embed, but not link,
flowcharts and other diagrams into other applications. As a container, Flow
Charting 5 accepts both embedded and linked objects from any OLE-compatible
application.
The following steps describe the different ways to create OLE objects and add
them to Flow Charting 5.

To create a new OLE object in Flow Charting 5

To embed or link a new object into Flow Charting 5, the source application must
be installed on your computer.
1. Choose Insert New Object from the Edit menu. The Insert Object dialog box
appears.
2. Choose the type of object you want to create. The object can be displayed as
an icon using the Display as Icon check box.
3. Click OK.
To link or embed from an existing file
1. Choose Insert New Object from the Edit menu. The Insert Object dialog box
appears.
2. Click the Create from File option.
3. Specify the name of the file to insert or click the Browse button to locate it.
4. Click the Link box if you want to create an OLE link.
5. Click OK.
To link or embed from the clipboard
1. In the server application, select the information you want to link or embed.
2. Cut or Copy the data to the clipboard.
3. Click the Flow Charting 5 window to make Flow Charting 5 the active
window.
4. Choose Paste Special from the Edit menu.
5. To link the information, click Paste Link; to embed the information, click
Paste.
There are other ways to create OLE objects using Drag and Drop. Drag and Drop
is described on page 8-6.
Creating Flow Charting 5 OLE Objects For Other Applications

You can create Flow Charting 5 objects in much the same way as above; however,
Flow Charting 5 is now the server, and the target application is the container. The

easiest way to create a Flow Charting 5 object is to select the flowchart items and
copy them to the clipboard. Then paste the OLE object in the container
application. You can also insert new objects with the Insert Object dialog box or
use drag and drop.
Note: Flow Charting 5 provides embedded information to other applications only. Linked
flowcharts or diagrams are not supported.
Editing OLE objects

You can edit the size, position, or content of OLE objects in Flow Charting 5.
When you resize or reposition an object, Windows does not launch the server
application that created the OLE object. However, if you want to update a link, or
change the information inside the OLE object, Windows will load the server and
let you edit the object directly.
In some cases, the server application’s menus and tool bars will replace the Flow
Charting 5 menus and toolbars temporarily. Other applications open another
window automatically and let you make the modifications there.
To edit an OLE object in Flow Charting 5
1. Using the Selection Tool, select the OLE object.

2. Select “xxx Object” from the Edit menu, where xxx represents the name of the
object.
3. Select Open from this menu to open the object in a new window of the server
application, or select Edit to edit the object in-place (in the Flow Charting 5
window).
Tip: You can right click on any OLE object to see the same “xxx Object” menu that is
available on the Edit menu, or you can double-click the OLE object to automatically
edit it in-place.
To update linked information

When changes are made to the source of a linked object, those changes can be
reflected in your diagram without making them manually.

To have the link update to the latest changes made to its source, double-click on
the object. The source application will run and your linked object will be
automatically updated.
CLIPBOARD FORMATS SUPPORTED BY FLOW CHARTING 5

You can bring objects into your charts from other applications by copying them to
the clipboard and then using the Paste command in Flow Charting 5's Edit menu
to paste them into a chart. Flow Charting 5 accepts OLE objects, text, enhanced
metafiles, metafiles, bitmaps, and device-independent bitmaps.
You can also copy an object in a chart to the clipboard to be pasted into another
application. When Flow Charting 5 copies an object to the clipboard, it copies the
object as an OLE object, a bitmap, a device-independent bitmap, an enhanced
metafile, a metafile (and possibly as text) so any application that supports one of
these file formats can accept the object.
The way Flow Charting 5 copies text depends on the tool you use to select the text
for export, and on the method that you use for importation.
Exporting Text from Flow Charting 5

If you use the Selection tool to select the text (i.e., with the arrow cursor, click on
a text block or a shape containing text), Flow Charting 5 copies the text as an OLE
object, a metafile, and a bitmap, and it copies all the fonts, styles, and line breaks
with the text. When you paste this into another application's file, the text appears
exactly as it did in your chart.
If you use the Text tool (i.e., with the Text Insert caret wiping the text to be
exported), Flow Charting 5 copies the text as a string of characters and does not
copy the specific font, styles, or line breaks. When you paste the text into another
application's file, the text appears as though you had just typed it into the file and
you have completed attribute editing control from that application.
Importing Text into Flow Charting 5

When you copy text from an application it is put on the clipboard both as a picture
(metafile or bitmap) and as text characters. To import the bitmap image, simply
do Paste on a chart. The text will retain all of the formatting of the host.
To import it as editable characters, you will still get it to the clipboard in the same
manner. Now, from the clipboard, instead of pasting you will open a text frame

and Paste it into the text frame. You open a text frame by clicking Text command
from the command bar, then dragging a new text frame on the chart (left click,
hold down the mouse, and drag until a dotted rectangle is formed). When you
paste the text into your text frame, the text appears as though you had just typed it
into the file and you have completed attribute editing control from that
application.
Experiment with the text in these manners. Try importing a couple of columns of
a spreadsheet into a chart. Try bringing in a letter from a word processor.
DRAG AND DROP

Drag and Drop refers to the method of dragging information from one application
and dropping it into another. This is a great method to transfer information
without wasting time by using the clipboard with the cut and paste commands.
When Windows drops an object into another application, the data can come in
many forms. If the source application supports OLE, the dropped data will most
likely be an OLE object. If you would like more control on type of object dropped,
cut or copy the data and use the Paste Special command in the target application.
To drag and drop data
1. Make sure both applications, the source and target, are visible on the screen.
2. Select the data in the source application and drag it to the target application.
3. Pressing [ctrl] when you release the mouse button will copy the data to the
target. The data will not be removed from the source application.
4. Pressing [ctrl] and [shift] at the same time when you drop the object will
create a link to the data.
To cancel a drag and drop operation

• Press the [esc] key.
• Click the right mouse button.

To drag and drop files

Flow Charting 5 supports dragging desktop icons, or shortcuts, to open a file as
well. Simply drag an icon or shortcut to the Flow Charting 5 icon or the title bar of
Flow Charting 5 if it is already opened, and the chart will open.
SENDING FLOWCHARTING MAIL

Flow Charting 5 will send your flowcharts and other diagrams over the internet
using the mail system on your computer.
Note: If your system does not support mail, or is not set up for mail, the item “Send” will not
appear on the File menu.
You can do this while editing a chart. Go to the file menu and select SEND. Fill
out the appropriate data (the chart you are editing is automatically attached) and
click on Send.
IMPORTING AND EXPORTING

Flow Charting 5 allows you to import and export graphic images using many
popular formats. As an example, you can import company logos, custom symbols,
or pictures of personnel. When you have a completed flowchart, you can export it
to a file to be included in a desktop publisher or word processing program.
To import
1. Choose Import from the Operations menu.

The Import dialog box opens.
Figure 8-1. Import Dialog Box
2. Select the type of file to import with the List Files of Type drop-down list.
You can also type an extension of the file types you are interested in. For
instance, “*.BMP” will show only Windows Bitmap files.
3. Choose the file you want to import and click OK.
To export
You can export selected objects to a special file. You can use our exclusive Image
format (*.PIQ) for use by Flow Charting 5 or you can use several popular bitmap
formats (like PCX, GIF, and BMP) to be used by other applications.
Tip: Flow Charting 5’s Image format should be used to save portions of your flowchart for
later use. When you import a Flow Charting 5 image, the shapes and lines can be moved
separately. When you import another type of format, everything comes in as a single
picture, and individual objects in the picture cannot be moved.
1. Using the Select tool, select one or more objects to export.

Tip: Windows creates bitmaps at 120 dots per inch (dpi) which, when imported into other
applications, can cause a grainy or stair-stepped bitmap. If the target application
supports scaling imported images, you can achieve a prettier, less grainy bitmap by
exporting a very large picture, and then reducing the bitmap after importing it.
For instance, if you are trying to create an image for a target application that is two by
two inches but has a higher resolution than 120 dpi, you can create the flowchart six by
six inches, and export it. When you import it into the target application and reduce it to
two by two inches, the resolution will, in effect, be 360 dpi. As long as you print to a
high resolution device, and your target application supports scaling bitmaps without
sacrificing resolution, you will get much cleaner results.
2. Choose Export from the Operations menu.

The Export dialog box opens.
Figure 8-2. Export Dialog Box
3. Choose the file type to export by selecting it from the List Files of Type drop-
down list.
4. Enter the file name and the directory where you want to save the file in the
File Name box.
5. Click OK to export the file.

HYPERLINKS
Flow Charting 5 lets you create hyperlinks among your charts, making it easy to
jump from a specific location on a chart to another location. Hyperlinks should
not be confused with OLE links—they are completely different concepts. You can
set up hyperlinks that allow you to jump to another portion in the same chart, or to
a different chart.
For example, suppose you create a chart that provides an overview of a complex
process. Each step in this overview might consist of a shape with descriptive text,
with separate charts containing the details. If you design your overview with
hyperlinks, others reading your chart can choose to jump to the detailed charts
from the corresponding shape in the overview. These hyperlinks, then, allow you
to construct several charts so that people can understand a complex process by
jumping from one level of detail to another.
Once you create a hyperlink, anyone reading the chart on line can use the
hyperlink to jump to its destination. And as with other portions of your chart, you
can edit the hyperlink you create, perhaps by breaking the hyperlink and creating
a new one in its place.
To create a hyperlink to a page in your chart
1. Select the object in the chart that will be the source of the link.
2. From the Operations menu, choose Hyperlinks, then Link to Page.
Tip: You can press the [ctrl] key while double-clicking an object as a shortcut to creating a
hyperlink to another page. Make sure you select the object first, using the Selection
tool.
The Link to Page dialog box opens.
3. Enter the page number that will contain the target information and click OK.

Flow Charting 5 will jump to that page. Add the flowchart elements or other
information to that page to complete the process.
To create a hyperlink to another chart
1. Select the object in the chart that will be the source of the link.
2. From the Operations menu, choose Hyperlinks, then Link to Chart.
The Link to Chart dialog box opens.
3. Enter the name of the chart that the hyperlink should jump to.
4. Enter the page number in the target chart and click OK.
To break a hyperlink
1. Select the linked object.

2. From the Operations menu, choose HyperLinks, then Break Link.
To jump to a hyperlinked chart
1. Select the object that has the hyperlink.

2. Jump to the link in one of the following ways
• Click the Jump to Link button on the tool bar.

• Choose Jump to Link from the Operations|Hyperlinks menu.
• Double-click the object.


9
CUSTOMIZING FLOW CHARTING 5
Flow Charting 5 is a flexible package that can be customized in many different

ways to fit your company or project needs. This chapter describes the options and
dialogs that let you customize the program.
FACTORY DEFAULT SETTINGS

• Shape1: Shape Name = Process; Pen Style = 0; Pen Color = Black; Fill Color
= White; Fill Pattern = None; Shadow Style = None.
• Shape2: Shape Name = Decision; Pen Style = 0; Pen Color = Black; Fill
Color = White; Fill Pattern = None; Shadow Style = None.
• Line1: Line Path = Square; Line Start Cap = None; Line End Cap =
arrowhead; Line Thickness = 1; Pen Color = Black.
• Line2: Line Path = Square; Line Start Cap = None; Line End Cap = None;
Line Thickness = 1; Pen Color = Black.
• TextA: Font = Arial; Point Size = 10; Bold, Italic, Underline, Sub &
Superscript = Off; Pen Color = Black; Back Ground Color = None;
Justification = Top Left.

C H A P T E R 9 CUSTOMIZING FLOW CHARTING 5
• TextB: Font = Arial; Point Size = 16; Bold = On; Italic, Underline, Sub &
Superscript = Off; Pen Color = Black; Back Ground Color = None;
Justification = Top Left.
FACTORY DEFAULTS, RESETTING

Each of the object managers in the program allow setting and re-setting of the
object attributes, i.e., pen color to Red, line pen thickness to 3 (thicker), etc.
When the program comes to you these parameters are set to certain levels based
on an artist’s conception of balance, symmetry and other factors. If they are
changed you might want to re-set them.
To re-set ALL of the Object parameters back to Factory Defaults

1. Close Flow Charting 5 program.
2. Run the program FC5Reset.exe (found in your Flow5 folder).
To re-set ONLY the Custom Colors back to Factory Defaults

2. Run the program FC5ResetColor.exe (found in your Flow5 folder).
To re-set ONLY the Spell Check Options back to Factory Defaults

2. Run the program FC5ResetSpell.exe (found in your Flow5 folder).
SELECTING CUSTOM COLORS

Flow Charting 5 supports 24 bit color for objects in your charts. Every pen color
and fill color control has a common list, or palette of sixteen colors that you can
customize to hold your favorite colors (or perhaps, shades of gray).

To customize the color palettes

1. Click on the Pen Color or Fill Color control on any tool manager.
Fill Color
control
Current
color
Figure 9-1. Fill Color Selection Dialog box (after clicking Fill Color...)
2. Click on the bottom of the palette where “Custom...” is displayed, and the
Customize Colors dialog box appears, see Figure 8-2 below.
Color control
Intensity contro
Figure 9-2. Customize Colors Dialog (after clicking Define Custom Colors...)
3. If you click on any color in the Basic colors group or the Custom colors
group, that color will become the current color if you click OK.
4. Clicking any area of the Color control or Intensity control will change the
color swatch displayed in the Color|Solid box. If you press OK now, this color
will become the current color.
5. If you click the Add to Custom Colors button, the color swatch will be placed
in the Custom Colors group and on the Flow Charting 5 palette if you later
press OK.

Pressing this button several times will place the color in subsequent slots of
the custom colors. If you select a custom color first, the custom color will be
replaced; otherwise, the first color box will be used.
6. If you want to discard your changes, press the Cancel button.
To re-set ONLY the Custom Colors back to Factory Defaults
2. Run the program FC5ResetColor.exe (found in your Flow5 folder).
CUSTOMIZING TEMPLATES
The program will create new templates from available symbols. You can copy
symbols from other templates or create new custom symbols.
A custom template could be simply an existing template with most of the unused
symbols taken off. You can also make some minor adjustments to the text area of
symbols.
Creating a New Template

1. On the file menu of an existing template select “new”, and you will see the
dialog box shown below.
Figure 9-3. New Template (Summary Sheet)

2. Enter the Title Name in the description box. The Author box copies the User
Name from the Program Preferences dialog box (please see page 10) but you can
change this and the version if you like.
Note: If you are just experimenting, you still must fill in “Description” in order to move to Step 2:
Symbols.
3. Click the tab “Symbols”. The dialog box of Figure 9-4 will let you:
a) “open” existing templates.

b) “insert” or copy the symbols displayed in the right or “input” panel to the
left or “current” panel.
c) adjust their order with “move up/down”.
d) and then “edit” any selected symbol.
Experiment with the “copy” command. It lets you try different adjustments to a
copy of the selected symbol. You could make 3 copies of a symbol and change
different attributes on each copy and then make a final save of the best copy.
Editing a Template
Figure 9-4. Edit Template Dialog

To import symbols
1. Click the Open button in the Import Template group to select another template
from which to extract symbols.
2. Select a symbol in the import list that you want to add to your template.
3. Click the Insert button to add the shape to the current template
You can move symbols up or down in the current list or remove them from the list
(which places them in the import list).
To reposition symbols
1. Click a symbol in the Current Template list.

2. Click the Move Up, Move Down, or Remove button
Editing Symbols
Every symbol has protection options that you can change. These will be covered
in a moment. Custom symbols that you paste from the clipboard also have text
frames that you can change. The text frame property dictates where text will be
placed when you type inside the shape. You need to edit a symbol to change this
property.
To edit a symbol
1. Select a symbol in the Current Template list.

2. Click the Edit button to edit the symbol’s properties.
Figure 9-5. Edit Symbol Dialog
The Attribute Protection group of check boxes allow you to protect your shapes in
different ways.
• Aspect Ratio: Protect the relative proportions of the object. The ratio of the
width compared to the height will never change (e.g., a circle will always stay
a circle).
• Pen Style: Protect the pen style from being changed. The ShapeManager will
ignore requests to change the thickness of the shape’s border.
• Pen Color: Protect the color of the shape’s border.
• Fill Color: Protect the color of filled areas of the shape.
• Fill Pattern: Protect the pattern fills in the shape.
Editing Symbols Already Used In Flow Charting 5 Charts

Every time you add a unique symbol to a chart, a copy of that symbol is placed
(added to) the Shape Name drop-down list (located on the Shape Manager). If you
add more than one symbol of any kind, the original copy is referenced to conserve
memory and disk space. One benefit of keeping a copy of each unique symbol in
the chart is that the template is no longer needed. If you later delete the template,

or remove symbols from the template, the program will still display the chart
correctly.
You need to understand these inner workings if you decide to edit a symbol. When
you change a symbol on a template, you are not affecting the symbols already
added to your flowcharts. However, you can easily update the charts to use your
modified symbol by replacing a shape with itself. See “Choosing a Shape Type”
on page 3-13.
If you want to change a symbol without affecting existing charts, you can copy it
instead.
To copy a symbol
1. Select a symbol in the Edit Symbol dialog’s Current Template list.

2. Click the Make a Copy... button.
3. Select a new name for the symbol. By default, Flow Charting 5 provides the
name, “Copy of symbolName” for you.
4. Edit the symbol like any other symbol and click OK.
Creating Custom Symbols

Flow Charting 5 supports symbols that you create in other applications, or
symbols that you create by combining existing Flow Charting 5 shapes. You can
create a custom shape by connecting lines; however, Flow Charting 5 will not fill
these shapes with color or patterns.
To add a custom symbol
1. Select a symbol and copy it to the clipboard. The application that you copy
from must be able to copy the information in bitmap or metafile format onto
the Windows clipboard.
2. Right-click on any template title bar to get a context menu. If no templates are
visible, click the Show/Hide Template button on the Command Tool bar.
3. Click “Edit” to add the new shape to this template.
The Edit Template dialog box appears. Refer to Figure 9-4.

4. Click the Paste New button. This button is enabled when you have copied a
metafile or bitmap onto the Windows clipboard.
Figure 9-6. New Symbol Dialog
5. Give the symbol a name. You can name Flow Charting 5 symbols anything
you like—although, you probably want to pick a unique, but descriptive
name. The ShapeManager will display this name when you select the symbol
on the template to help you distinguish it from other similar looking shapes.
6. Optionally, change the protection attributes as described on page 9-6.
7. You can also specify a text frame. This step is described next.
8. Click OK when the symbol name, protection attributes, and text frame are
defined.
Editing the Text Frame

Shapes designed specifically for Flow Charting 5 already have text frames defined
for you. The text frame determines the boundaries for each shape that can contain
text. When you add text to a shape, the text will be wrapped to fit in this frame.

When you add your own symbols, the Edit Symbol dialog box has an extra dialog
sheet that lets you define the text frame.
Figure 9-7. Edit Symbol’s Text Frame
To modify the text frame, simply drag the handles to resize it, or drag the dotted
frame to reposition it.
Re-setting the Templates Back to Factory Defaults

To re-set ALL of the Object parameters (including the Templates) back to
Factory Defaults
2. Run the program FC5Reset.exe (found in your Flow5 folder).
PROGRAM PREFERENCES DIALOG

Flow Charting 5 lets you customize many of its features by changing settings in
the Program Preferences dialog box, which is available by selecting Program
Preferences from the File menu.

Tip: To modify the text frame of an existing shape - make a copy of it!
Figure 9-8. The Program Preferences dialog (both tabs).
Click on either “view” or “attribute” tabs to set preferences.
• Pressing [ctrl]+[tab] will switch between tabs.

• Click the appropriate check box (described below) to set a preference.
Set the preferences you want, and click the OK button. The preferences you
choose will stay in effect until the next time you change them.
The following sections describe the groups and individual controls of the dialog.
Control Bars
Hide control bars when application is not active

Enabling this option will hide the tool bars and templates when you select another
application. Use this option when you want to remove unnecessary clutter from
your desktop when Flow Charting 5 is not active.

Tool Tips
In Control Bars
Selecting this option will show helpful descriptions of all buttons and controls in
Flow Charting 5. Hold your mouse a few moments over any control to show the
name of a control, and then read the description in the status line if you need more
information.
In Templates
Enabling this option will show the name of every symbol on a template when you
pause the mouse over the symbol’s button.
Rulers
Show Rulers
If the Show rulers option is selected, Flow Charting 5 displays rulers along the top
and left side of your chart windows. The rulers help you determine the size of an
object, and they let you arrange objects with even spacing.
Use Metric System

Enable this option to display metric rulers and other measurements (like the
margins on the Chart Setup dialog).\
Grid
Snap to Grid
If Snap to Grid is selected, each object you insert into a chart automatically aligns
to the Flow Charting 5 grid.
Tip: When Snap to Grid is selected, you can temporarily disable the option by holding down
the [ctrl]+[shift] key while you insert, move, or resize objects. If the option is not
selected, [ctrl]+[shift] will enable it temporarily.

Fine/Coarse Grid
The fine and coarse grid options affect the distance between Flow Charting 5 grid
lines, visible on every chart. The grid is aligned with the rulers, so they change if
you select the metric ruler system. The fine and coarse grids are defined as
follows:
English: Fine: 1/16 in., Coarse 1/8 in.

Metric: Fine: 1 mm., Coarse 5 mm.
Profile
Your Name
When you edit templates in Flow Charting 5, your name will automatically be
assigned as the author of the template. This name entry is used in other areas of
the program as well, and this entry identifies you as the licensed owner of one
copy of Flow Charting 5.
Shapes
Reflective Resizing
If the Reflective resizing option is selected, you can drag one side of a shape to
enlarge or reduce it, and Flow Charting 5 mirrors the change on the opposite side
Tip: When Reflective resizing is selected, you can temporarily disable the option by holding
down the [alt] or [a] key while you resize a shape. If the option is not selected, you can
hold down the [a] key to enable it temporarily.
of the shape. For example, if you drag the right side of a square 1 inch to the right,
Flow Charting 5 moves the square's left side 1 inch in the opposite direction.

Lines
Stick to Objects
If this option is enabled, lines will stay attached to other objects when the objects
move.
Tip: When Stick to objects is not selected, you can temporarily enable the option by holding
down the [alt] or [a] key while moving an object with lines attached to it. If the option is
selected, you can hold down the [a] key to disable it temporarily.
Snap to Objects
If Snap to objects is selected, any line that you insert by positioning the first or last
point near a shape snaps to, or intersects, that shape.
Tip: When Snap to objects is selected, you can temporarily disable the option by holding
down the [shift] key while you insert a line. If the option is not selected, you can hold
down the [shift] key to enable it temporarily.
Select Endcaps
This button lets you edit the Endcap lists on the LineManager. You can change the
order of the endcaps in the lists, and you can add or remove endcaps as well.
Figure 9-9. Endcap’s Editing Dialog Box.

To edit the Endcap lists
1. Click the Select Endcaps button, and the Select LineManager Endcaps dialog
box opens.
2. To change the position of an endcap, select the endcap in the LineManager

Endcaps list, and click the Up or Down button.
The selected endcap moves up or down one position in the list.
3. To hide an endcap, select the endcap in the Current Endcaps list, and then
click Hide.
The endcap will be hidden from the LineManager endcap lists.
4. To return a hidden endcap to the list, select the endcap in the Hidden Endcaps
list, and then click Show.
The endcap will be included in the LineManager endcap lists.
Text
Overwrite Selection
If Overwrite Selection is enabled, you can highlight text in a chart and replace it
with the next text you type; otherwise text that you type will be inserted before the
selection.
Spell Checker Options

Click this button to configure the spell checker to your personal tastes. See
Chapter 5, “Working with Text” for more information about the spell checker.
CHART SETUP
The Chart Setup command lets you view the Chart Setup dialog to control the
various elements that make up the active document’s size and dimensions.

The Page tab in the Chart Setup dialog lets you adjust the dimensions of the
individual pages of the active document (page size, orientation, margins). The
pages, order of pages, etc.). Click on either tab or type Ctrl + Tab to tab between
them.
You can set these properties when you create a new chart, or you can change them
in an existing chart.
To set a chart's “Setup Page” properties
1. Choose Chart Setup from the File menu or RIGHT click on the title bar of any
chart window and select Chart Setup from that context menu.
2. Flow Charting 5 displays the Chart Setup dialog box. Click on the “Page”
tab.
Figure 9-10. Chart Setup, Page
The first sheet entitled, Page, determines paper size, margins, and page
orientation as described below.
Paper Size
Click on the Paper Size drop-down window and click on the size paper that you
want from the available list of paper sizes.
The paper size drop down window is only a listing of the “default” printer’s paper
choices. This is a very important statement! As you get experienced with the pro-

gram you will probably want to have a larger chart page for printing on larger
paper. You might want to build a chart on a page size that fits the long carriage
dot matrix printers (imagine a flowchart on a page size of 14 7/8 x 11 inches), or
you might decide to use the full capabilities of some to the color printers (some of
them support the Tabloid size of 11 x 16 inches). The chart page size is based
directly to the paper size.
When you install Flow Charting 5 it sets up its standard page to agree with your
default printer and the printer’s default paper size.
Note: You can change the name of this default printer by going to the Windows Control Panel
and selecting any other installed printer as “default” or by installing a new printers and
setting it as the system default printer. The Flow Charting 5 Printer Dialog Box (called
up when you click on print from within the program) will also let you re-set your
default printer.
If your printer is, for example, a laser printer that only uses 8 1/2 x 11 inch paper,
then Flow Charting 5 will set up its page size as the printable portion of the 8 1/2
x 11 paper (this would be taking into consideration the unused print area that is
reserved for margins).
How Do Make The Chart Page Larger?

Can I set the page size for Tabloid or Ledger size paper? Does Flow Charting 5
print to that size paper? Yes, and Yes! Can I print on Dot Matrix printers and their
14 7/8 x 11 inch fanfold paper! Yes, again.
You can look at most laser printers and determine that it will not print on paper
that is 11 x 17 inches or the fanfold paper. If the printer doesn’t support fanfold or
the tabloid size - then you have to get a different printer.
You only have to change the default printer to any printer that supports the size
that you want to use. Do a little experimentation here! There are some very
important uses for flowcharts that are bigger than the standard cut sheet size. You
could easily show a general overview chart of an entire process on fanfold - some-
thing that you could not do on 8 1/2 x 11.

Look through the Sample charts that are included with the program. Look at Sam-
ple Pat Family and Silver - these were built on 14 7/8 x 11. Also look at Pat
Family2 which was made on the Tabloid size sheet. Notice all of the data that
you can get on a single chart page.
Page Orientation
The orientation is best explained with a sheet of 8 1/2 x 11 inch paper. If you hold
it up with the 8 1/2 inch going across from left to right - then you are looking at it
as “portrait”. Conversely, if you turned it so that the long side (the 11 inch side)
was going from your left to right - then you would be viewing in in “landscape”
orientation.
If you start a chart and decide the orientation was wrong you can save the half
completed chart as a flowcharting image (.fci). Go to the Operations | Export and
save the part that you completed - start a new chart with the proper orientation and
then import the saved image onto the new chart.
Click on either portrait or landscape and the program will prepare the margins of
the chart page accordingly.
Page Margins
Set the margins to control the print area of each page. Each margin should be a
number greater than or equal to zero, and represents the distance from the page
edge to the printable area.
To set a chart's “Setup Canvas” properties
1. Choose Chart Setup from the File menu or RIGHT click on the title bar of any
chart window and select Chart Setup from that context menu.
2. Flow Charting 5 displays the Chart Setup dialog box. See Figure 9-11 on next
page. Click on the “Canvas” tab.
Size in Pages
The program will allow more than a 100 pages in one chart file. You can organize
the pages in any manner that you consider of benefit to you.
The program will set up pages in the following ways:

Vertical Streaming in excess of 100 pages
Horizontal Streaming in excess of 100 pages
Canvas 10 pages x 10 pages
Figure 9-11. Chart Setup, Canvas
The streaming charts are for continuous charts that sometimes continue for many
pages. You can set up the stream to go off to the right; or you can stream straight
down. The streaming in either direction benefits both Engineers and Auditors
(they have different concepts on the look and feel of a flowchart), but any profes-
sional might adopt these or the canvas approach.
The 10 x 10 canvas is probably best used for the editing convenience of letting
you put disassociated charts on one grid for easy manipulation. You can now list
these disassociated pages on your Flow Charting 5 Directory as files within a
directory.
You can keep your chart files small by only using the necessary number of pages
per chart, or you can create a large chart that is spread out over many pages.
According to the work that you want Flow Charting 5 to do, you might always
work with files that contain 4 pages (a 2 x 2 page layout). This would always
allow you to have a couple of pages for scrap editing that is kept near your pri-
mary charts - but always available.

If your work entailed a lot of charts that are six pages long - then your way of fil-
ing might be to use a lot of 9 or 10 pages files (3 x 3 or maybe 2 x 5 layout pat-
terns).
The default setting for the chart size is 4 pages x 4 pages. You can leave these set-
tings or, using the up and down arrows, set both the width and height to your own
needs.
Page Number Order

This setting will cause the pages to be numbered in the sequence that you prefer.
The default for a canvas layout is page 1 top left and page 2 directly below - when
the orientation is set to Portrait. Numbering for Landscape orientation is page 1
top left, and page 2 to the right.
Page numbering also affects the printing order of pages.
Display Options
The following two choices affect the look and feel of the chart as you build. You
can change these parameters at any time.
Show Grid
The program has both a fine grid and coarse grid to help you in aligning objects.
If you choose to display the grid while working the grid lines will be visibly
apparent when moving objects. If you opt to turn off the grid - your
movements are still affected by the grid lines, even though they are invisible.
Show Page Breaks

The program can show actual page breaks throughout the chart area. This gives
you an editable “print preview” look at the chart. The benefit of edit control
as you view pages is to be able to move the entire chart on a page for
centering reasons - while you are able to view the entire page. These page
breaks are cut to the page and exclude margin data.

Printing Options
The following options affect only the printed pages.
Fit to 1 Page
The Print to Fit One Page option will scale your documents up or down to fit all of
a document’s information on a single page. The margins you specified in the Chart
Setup dialog will determine how large your document will print.
You can set this feature to on from this screen or from the Print dialog screen. On
this screen you can set the switch (either to on or off), save the setting as a default,
and all subsequent documents will print in the manner you prescribe.
Note: The next time that you print a document - be sure to check this setting. If Print to Fit 1
Page has been made the default then it will print every document "fit to 1 page".
Skip Blank Pages

This is given as an option for those times when saving paper is more important
than actual page order. Click on the appropriate choice.
Save As Default
You can instruct Flow Charting 5 to use the current settings for all new charts by
simply clicking a button.
Make the selections or changes that you need, then click “save as default” to set
them as permanent until you again make changes.
From now on, each time you create a new chart, Flow Charting 5 sets up the
chart according to the settings you have saved.


A
MENU AND KEYBOARD REFERENCE
CONTEXT-MENU REFERENCE
When you use the right mouse button on different areas of Flow Charting 5, you
will get a context-sensitive menu that applies to the item you clicked or dragged.
The following context-sensitive menus appear when you perform the described
action.
Right-click item in a chart window

Cut [Ctrl]+[X]
Copy [Ctrl]+[C]
Duplicate [Ctrl]+[D]
Arrange
Lines
Shapes
Hyperlinks
Freeze
Unfreeze
OLE Object Menu
Flow Charting 5 User’s Guide -1

APPENDIX MENU AND KEYBOARD REFERENCE
Right-click empty area of the chart window

Undo [Ctrl]+[Z]
Paste [Ctrl]+[V]
Paste Special...
Select
Zoom
Goto Page... [Ctrl]+[G]
Insert New Object...
Right-click title bar of a chart window

Close
Save [Ctrl]+[S]
Save As...
Window
Zoom
Goto Page... [Ctrl]+[G]
Print... [Ctrl]+[P]
Chart Setup...
Right-click on a Shape, Line, or Text Box

Cut [Ctrl]+[X]
Copy [Ctrl]+[C]
Duplicate [Ctrl]+[D]
Arrange
Rotate
Lines
Shapes
Hyperlinks
Freeze
UnFreeze
Object
Right-click Tool bars

Tool Bar
Tool Managers
Command Tool Bar
Status Bar
Right-click chart window workspace (where icons are placed)

Cascade
Tile
Arrange Icons
-2 Flow Charting 5 User’s Guide

Right-click using Line Tool

Cancel Line Tool [Esc]
Right-click Template
New...
Open...
Edit...
Set Shape1
Set Shape2
Set Active Shape Mode
About
Options
1 Previous template 1
2 Previous template 2...
Right-drag selected chart items

Move Here
Copy Here
Move Without Lines
Copy Without Text
Cancel
Right-click Status bar Zoom Level indicator

Zoom In
Zoom Out
Zoom 25%
Zoom 50% [Ctrl]+[5]
Zoom 75% [Ctrl]+[7]
Zoom 100% [Ctrl]+[1]
Zoom 150%
Zoom 200% [Ctrl]+[2]
Cancel [Esc]
Right-click using Text Tool

Undo [Ctrl]+[Z]
Cut [Ctrl]+[X]
Copy [Ctrl]+[C]
Paste [Ctrl]+[V]
Delete [Del]
Insert Date... [Ctrl]+[T]
Insert Filename [Ctrl]+[N]

Cancel Text Tool [Esc]
KEYBOARD REFERENCE
Flow Charting 5 provides keyboard accelerators for performing many of the
application's basic flowcharting operations. You can use many of the accelerators
to replace choosing commands from the menus; these accelerators are shown on
the menus. This appendix identifies the other shortcuts you can use and describes
the function of each.
General
Table 1:
[Esc] Close a drop-down list without selecting any item.
Deselect all options.
Cancel Drag and Drop and other modes
[Ctrl] Hold down while you insert a shape to enable or disable temporarily the
Snap to grid option.
Hold down when you're zooming in on an object to center an object in the
window.
Hold down while dragging a selection to another document or application to
copy the selection. (Drag and Drop)
[Shift] Hold down while you resize a shape to enable or disable proportional
resizing.
Hold down while you insert a line's end point to enable or disable
temporarily the Snap to object option.
[Ctrl]+[Shift] Hold down to temporarily switch the grid snap option.

Hold down while dragging a selection to another document or application to
create a link. (Drag and Drop)
[Alt] Hold down while you resize a shape or text frame to enable or disable
or reflective resizing temporarily.
[a] Hold down while you move an object to enable or disable temporarily the
sticky lines feature.

Table 1:
[Enter] Press after highlighting an item in a drop-down list to select that item.
Press to begin typing text when one shape or text object is selected (e.g.,
right after inserting a shape).
Press to begin a new line when you are inserting text.

Clipboard/Drag and Drop/Undo
Table 2:
[Ctrl]+[D] Duplicate
[Ctrl]+[X] Cut
[Ctrl]+[C], [Ctrl]+[Ins] Copy
[Ctrl]+[V], Paste
[Shift]+[Ins]
[Ctrl] During drag and drop to copy selection
[Ctrl]+[Shift] During drag and drop to create link
[Alt] During drag and drop to force move (deletes source object)
[Ctrl]+[Z] Undo/Redo
[Alt]+[Backspace]
Tool Managers
Table 3:
[F2] Select the Shape button on the tool bar, and display the ShapeManager.
[F3] Select the Line button on the tool bar, and display the LineManager.
[F4] Select the Text button on the tool bar, and display the TextManager.
TextManager
Table 4:
[Ctrl]+[B] Turn the bold font style on or off.
[Ctrl]+[F] Select the current font in the TextManager's font name

drop-down list.
[Ctrl]+[H] Select the current point size in the TextManager's font size drop-down list.
[Ctrl]+[I] Turn the italic font style on or off.
[Ctrl]+[N] After you click the Text Tool button and click in the chart, this shortcut
inserts the file name into the chart.

Table 4:
[Ctrl]+[T] After you click the Text Tool button and click in the chart, this shortcut
inserts the current date and time into the chart.
[Ctrl]+[U] Turn the underlined font style on or off.
[Ins] Toggle INS/OVR modes. INS mode will insert characters while typing,
OVR mode will overwrite characters while typing.
[Shift]+[←],[ →], Select characters in existing text.

[↑],[↓]

Text navigation
Table 5:
[↑][ ↓] Move the text cursor up/down one line.
[←][ →] Move the text cursor left/right one character.
[Ctrl]+[←] Move the text cursor left one word.
[Ctrl]+[→] Move the text cursor right one word.
[PgUp]/[PgDn] Move the text cursor up/down one paragraph.
[Home]/[End] Move the text cursor to the beginning/end of the line.
[Ctrl]+[Home] Move the text cursor to the beginning of the continuous text.
[Ctrl]+[End] Move the text cursor to the end of the continuous text.
[Ctrl]+[PgUp] Move the text cursor to the beginning of the continuous text.
[Ctrl]+[PgDn] Move the text cursor to the end of the continuous text.
Scrolling/Zooming
Table 6:
[PgUp]/[PgDn] Scroll one screen in the corresponding direction (equivalent to clicking in
the vertical scroll bar, near the scroll box). Disabled when Text Tool is
selected.
[Ctrl]+[PgUp], Scroll one screen left or right, respectively (equivalent to clicking the
[Ctrl]+[PgDn] horizontal scroll bar, near the scroll box). Disabled when Text Tool is
selected.
[z] QuickZoom. Switch between viewing current page and 100% magnification.
Disabled when Text Tool is selected.
NumPad [+] Zoom In. Equivalent to clicking the zoom + tool bar button. Disabled when
Text Tool is selected.
NumPad [-] Zoom Out. Equivalent to clicking the zoom - tool bar button. Disabled when
Text Tool is selected.
[Ctrl]+[1],[2],[5],[7] Set zoom magnification to 100%,200%,50%, and 75%, respectively.

CHAPTER MENU AND KEYBOARD REFERENCE

B
TEMPLATES
This appendix displays all of the templates and template shapes currently shipped
with Flow Charting 5.
3-D (3D.fct)
Front Front Top Top Top Top Side Side

(BIG) (SMALL) (LEF) (RIG) (IN) (OUT) (RT) (LF)
Sideout Sideout Diamond

(RT) (LF)

APPENDIX TEMPLATES
ANSI (ANSI.fct)
Process Document Input/Output Online Magnetic Magnetic Comment1 Comment2

Storage Drum Disk
Decision Magnetic Predefined Preparation Manual Core Display Punched

Tape Process Input Tape
Manual Auxilliary Merge Extract Punched Deck of File of Offline

Operation Operation Card Cards Cards Storage
Connector Terminator Sort Collate Comm Comm Comm Comm

Link1 Link2 Link3 Link4
ARROWS (Arrows.fct)
A1251 A1252 A1253 A1254 A1101 A1102 A1103 A1104
A1201 A1202 A1203 A1204 A1311 A1312 A1401 A1402
Four Way Block L-R Block U-D Buckled Up Buckled Rgt Buckled Dn Buckled Lft

APPENDIX TEMPLATES
AUDIT (Audit.fct)
Process Document Decision Circle Input/Output Online Manual Display

Storage Input
Comment1 Comment2 Magnetic Magnetic Punched Keying Paper Punched

Disk Tape Card Tape
Preparation Manual Transmit Predefined Connector Terminator Extract Merge

Operation Tape Process
Offpage Offpage Offpage Offpage Comm Comm Comm Comm

Connector1 Connector2 Connector3 Connector4 Link1 Link2 Link3 Link4
Transport1 Transport2 Transport3 Transport4 3.5" 5.25"

Diskette Diskette
CONNECTORS (Connectr.fct)
25-Pin 25-Pin , 9-Pin 9-Pin 15-Pin 15-Pin 6-Pin Duplex Simplex

D-shell D-shell, h D-shell D-shell, h D-shell D-shell, h Mini DIN Jack Jack

APPENDIX TEMPLATES
DEPLOYMENT (Deploymt.fct)
Process Document Decision End Storage Cooperation/ Meeting Additional

Assist Details
DATA FLOW DIAGRAMS (DFD.fct)
Open Process
Process Process Data Data External External
Data
DFD1 DFD2 Store1 Store2 Source1 Source2
Storage
DATA FLOW DIAGRAMS EXTENDED (DFDextnd.fct)
External External External External Duplicate Duplicate Process, Data Data Store
Source Source1d Source2d Source3d Decision 1 Decision 2 DFD 3 Store Defined
Data Store Data Store Data Store Process Process Materials Materials Materials Materials
Dup 1 Dup 2 Dup 3 DFD 4 Defined Flow 1 Flow 2 Flow 3 Flow 4

APPENDIX TEMPLATES
DISTRIBUTION (Distribu.fct)
Warehouse Office Shipping Railroad Railroad Highway Highway,h Ship Tractor

Container Tracks Tracks,h Trailer
Forklift Airplane Train Air Freight

Container
DOCUMENT (Document.fct)
Folder Folder Catalog Book Book Pencil Pencil Page Pages

Right Left Closed Open Right Left Lined Lined
Envelope Paper Paper Note 3.5" 5.25"

Lined Paper Diskette Diskette

APPENDIX TEMPLATES
ELECTRONICS (Electron.fct)
Guage AC Digital Motor Chassis Earth Fuse 1 Fuse 2 Resistor

(Source) Power Signal Ground Ground 1
Resistor Resistor Resistor Capacitor Capacitor Capacitor Capacitor Inductor Inductor

2 3 4 1 2 3 4 1 2
Inductor Inductor PNP PNP PNP PNP NPN NPN NPN

3 4 Trans 1 Trans 2 Trans 3 Trans 4 Trans 1 Trans 2 Trans 3
NPN Diode Diode Diode Diode Gate Gate Gate Gate

Trans 4 (Rt) (Lf) (Up) (Dn) (Rt) (Lf) (Up) (Dn)
Open Open Switch Switch Switch Switch Push Push Multi-Cell

Circuit 1 Circuit 2 1 2 3 4 Button 1 Button 2 1
Multi-Cell Multi-Cell Multi-Cell Battery Battery Battery Battery Piezoelect Piezoelect

2 3 4 1 1 1 1 1 2
Bridge IC IC Variable
Rectifer Chip Prong Component
FAULT TREE (FaultTree.fct)
Transfer AND OR XOR Intermediate Basic Top Undeveloped

(Vert) (Vert) (Vert) (Vert) Event Event Level Event Event
Expected Inhibitor Conditional

Event Input

CHAPTER TEMPLATES
FLOW CHARTING (FlowCht.fct)
Process Circle Decision Input/ Preparation Storage Punched Punched Merge

Output Card Tape
Extract Keying Manual Manual Dashed Predefined Rounded Shadowed Document

Input Operation Process Process Process Process
Paper Terminal Display 1 Display 2 Transmi' Delay Delay Magnetic Magnetic

ttal Tape 1 2 Drum 1 Drum 2
Magnetic Magnetic Com Com Comment Comment Lined Lined Connector

Disk Tape Link 1 Link 2 1 2 Commt 1 Commt 2
Offpage Offpage Offpage Offpage Rounded Sharp Action Action Flagged

Conn 1 Conn 2 Conn 3 Conn 4 Org Org Reference Process 1
Flagged Flagged Flagged Dialog Summing

Process 2 Proc 3 Proc 4 Box Junction`
GEOMETRY (Geometry.fct)
Circle Square Triangle Pentagon Rectangle Diamond Star Hexagon
Octagon Cylinder Pyramid Triangle Hexagon Star Cube Cone

(Rev) (Alt) (Alt)
Heart Ring Recycle Note

CHAPTER TEMPLATES
IBM STANDARD FLOWCHARTING (IBM.fct)
P ro c e s s D oc um en t In p u t/ O n L in e M a g n e tic M a g n e tic C om m ent C om m ent D e c is io n

O u tp u t S to r a g e D ru m D is k 1 2
M a g n e tic P r e d e fin e d P r e p a ra tio n M a nu al C o re D is p la y P un c he d M anual A u x illa r y

Tape P ro c e s s In p u t Tape O p e r a tio n O p e r a tio n
M e rg e E x t ra c t O fflin e P unched C a rd C a rd T ra n s m itt a l C o lla te S o rt

S to ra g e C a rd D eck F ile Tape
K e y in g C om m C om m Comm Comm C o n n e c to r T e r m in a l O ffp a g e O ffp a g e

L in k 1 L in k 2 L in k 3 L in k 4 In te r u p t C onnect 1 C onnect 2
O ffp a g e O ffp a g e
C onnect 3 C onnect 4
ISO QUALITY (ISO.fct)
Process Document Data Card Decision Paper Annotation Annotation Stored

Tape 1 2 Data
Sequential Direct Internal Manual Display Predefined Preparation Connector Terminator

Storage Storage Storage Input Process
Begin End Loop Control Control Control Control

Loop Limit Limit Transfer1 Transfer2 Transfer3 Transfer4
Comm Comm Comm Comm Manual

Link1 Link2 Link3 Link4 Operation

CHAPTER TEMPLATES
ISO 9000 (ISO9000.fct)
Operation Control/ Delay Operation/ Origination Decision Inbound Storage

ISO Inspect Inspect ISO ISO ISO ISO
Document Start/End Process Predefined Shadowed Dashed Comment Comment

Process Process Process 1 2
Transport Transport Transport Transport

1 2 3 4
LOGIC (Logic.fct)
T ra n s fe r AND OR XOR T ra n sfe r AND OR XOR

(S m a ll) (S m a ll) (S m a ll) (S m a ll)
T ra n s fe r AND OR XOR
(V e rt) (V e rt) (V e rt) (V e rt)

CHAPTER TEMPLATES
NETWORK STATIONS (Network1.fct)
Desktop PC PC Multimedia Docking Full Tower Mini Tower Laptop Monitor Terminal 1
PC Station
Terminal 2 X Terminal X Terminal MAC II Mac Classic Video Input CD ROM Tape Backup ZIP drive
1 2
HDD 3.5" Floppy 5.25" Floppy ZIP Disk Compact DAT Tape Deskjet Laserjet Plotter
Disk Printer Printer
Line Printer 9-Pin Laser Teleprinter Faxsimile Fax Machine MODEM

printer
2
NETWORKS (CORPORATE) (Network2.fct)
MicroVax CD Tower Mainframe Main Rackmount Patch Concentrator HUB MAU

Tape drive panel
Satellite Token
Multiplexor Router Bridge ISDN Cloud Ethernet Star LAN
Dish Ring
FDDI Ring Telephone Rotary Coupler Handset UPS ANALOG DIGITAL Transmit
Comlink Comlink Comlink Comlink

1 2 3 4

CHAPTER TEMPLATES
OBJECT-ORIENTED DESIGN (OOD.fct)
Object Class Class Class Instant Category Parameter Device Processor

Utility Parameter Class
State Start Stop Subsystem Main Subprogram Subprogram Generic Package

State State System Specification Body Subprogram Specification
Package Generic Task Task

Body Package Specification Body
ORGANIZATION CHARTING (OrgCht.fct)
Org Unit Shadowed Sharp Rounded Rounded Dashed 1A 3A 6A 6B

Org Unit Title Org Shadowed Title Org Org
Org
Rounded Open Open Circular Oval Auxillary 1B 2B 3B 4B

Org Org 1 Org 2 Org Org Org

CHAPTER TEMPLATES
PIPING (Piping.fct)
PipeL PipeL PipeL PipeL PipeT PipeT PipeT

Dn-Rt Dn-Lt Up-Rt Up-Lt Up Dn Rt
PipeT Pipe Pipe Pipe Block PipeCap PipeCap

Lt 4-Way LtRt UpDn Up Rt
PipeCap PipeCap Arrow Arrow Arrow Arrow

Dn Lt Up Rt Dn Lt
PROCESS MAPPING (ProcMap.fct)
Operation Operation Inbound Storage Delay Inspect Decision Operator1 Operator2

Small Small Small Small Small
Operator3 Operator4 Operator5 Operator6 Origination Transport Transport Transport Transport

1s 2s 3s 4s
Add to
QUALITY (Quality.fct)
Decision Process Operation Transfer Delay File

CHAPTER TEMPLATES
QUALITY (ATTQual.fct)
Support Feedback Feedback Feedback Feedback Function Process External External

System 1 2 3 4 AT&T Process Entity
Computer Page Process Metric Issue Support Issue2 Hop Customer

Function Connector AT&T Document
Mechanized
System
WORLD WIDE WEB Mapping (WWW.fct)
Container Object Home HTML Java FTP E-Mail Binary Audio

Page Page Application Directory Option File File
Video Query Home HTML Java Directory Audio Video Query

File Field
E-Mail Binary

CHAPTER TEMPLATES

INDEX
Symbols Chart Setup command.................................... 9-15

Chart Setup dialog ......................................... 9-15
chart windows.................................................. 2-2
charts
Pointed Question Mark........................... 1-9
canvas layout ............................................. 9-18
? (question mark). See mixed attributes
closing.......................................................... 1-8
creating ........................................................ 1-3
default settings, See Shapes, Lines, Text
A opening ........................................................ 1-3
active window .................................................. 2-2 opening Flow Charting 4 charts................... 1-5
adding line bypasses ...................................... 4-18 page dimensions......................................... 9-16
adding line points........................................... 4-17 printing........................................1-6, Chapter 7
adding lines ...................................................... 4-2 properties of. See Chart Setup command
adding shapes................................................... 3-2 renaming .................................................... 2-12
adding text........................................................ 5-1 saving........................................................... 1-5
aligning objects ................................................ 6-5 size in pages............................................... 9-18
Alt key, accessing menus................................. 2-5 windows....................................................... 2-2
Alt key, while resizing objects......................... 6-9 Clear Text command...................................... 5-11
Alt key, with sticky lines ................................. 4-2 clipboard, formats supported .......................... 8-5
application window.......................................... 2-2 clipboard, using......................................... 6-6, 7-4
Arrange Icons command .................................. 2-4 Close command, for charts ............................ 2-12
arranging objects.............................................. 6-9 Close command, for templates ...................... 3-16
arrows. See LineManager, choosing endcaps Close command, quitting Flow Charting 5...... 1-9
Attaching Lines to Shapes ............................... 4-3 color palettes..................................3-12, 4-15, 5-8
author name.................................................... 8-12 color palettes, customizing .............................. 9-2
Automatic Word Wrap..................................... 5-3 Command tool bar ........................................... 1-6
connecting lines. See lines, attaching
Copy command................................................ 6-6
B copying objects ......................................... 6-6, 7-5
bitmaps, importing and exporting.................... 8-7 crosshairs (alignment aid)................................ 6-4
bitmaps. See also clipboard, using curved lines.................................................... 4-12
Break Link command..................................... 8-11 Cut command................................................... 6-7
Bring to Front command.................................. 6-8
D
C date, adding to chart. See text, adding date or time
Cascade command ........................................... 2-4 Delete command .............................................. 6-7
Flow Charting 5 User’s GuideIndex-1

INDEX
deleting line bypasses .................................... 4-18 hyperlinks

deleting line points......................................... 4-17 breaking ..................................................... 8-10
deleting objects ................................................ 6-7 definition...................................................... 8-9
detaching lines ................................................. 4-4 jumping to .................................................. 8-10
diamond handle. See QuickConnect handle linking to a chart ........................................ 8-10
dictionaries, custom spell checking ............... 5-18 linking to a page........................................... 8-9
disconnecting lines. See lines, detaching
documents. See charts I
drag and drop importing graphics ........................................... 8-7
opening charts .............................................. 2-3 Insert Date/Time dialog ................................. 5-11
working with objects.................................... 7-6 installing Flow Charting 5 ............................... 1-2
Duplicate command ......................................... 6-6 ISO 9000 template ...........................................B-9
E J
Edit Symbol dialog .......................................... 8-6 Jump to Link command ................................. 8-10
embedding, OLE. See OLE
end points of lines ............................................ 4-4 K
Exit command .................................................. 1-9 keyboard navigation, using Text Tool ............. 5-3
exporting graphics............................................ 8-7 keyboard shortcuts
for drag and drop ......................................... 8-6
F for snapping to grid option .......................... 6-4
Factory Defaults, Resetting.............................. 9-1 reference ......................................................A-4
Fanfold Paper ................................................. 9-16 TextManager controls.................................. 5-7
fc5 file extension..................................... 2-2, 2-12 to add hyperlinks.......................................... 8-9
file extensions .................................................. 2-2 toggling sticky lines..................................... 4-2
Fit to 1 Page ................................................... 9-20 while docking tool bars................................ 1-8
Flow Charting 4, opening charts...................... 2-2 while resizing objects ........................... 6-7, 6-8
FormFreeze command ..................................... 6-9 with menus................................................... 1-6
free-angle lines............................................... 4-12 with QuickConnect ...................................... 3-4
zooming ....................................................... 2-9
G
FC5 file extension............................................ 1-6 L
Go To Page command...................................... 2-8 Line Tool button .............................................. 4-2
graphics, importing and exporting ................... 8-7 Line Manager................................................... 4-8
grid, keeping objects on ................................... 6-7 path type.................................................... 4-11
grid, options ................................................... 9-19 pen color ................................................... 4-15
grid, using to place objects .............................. 6-4 pen style .................................................... 4-14
endcaps ..................................................... 4-14
H customizing endcaps.................................. 9-13
Help button ...................................................... 1-4 mixed attributes ......................................... 4-11
help, in Status bar............................................. 1-8 using Snapshot ............................................. 4-9
Index-2Flow Charting 5 User’s Guide

INDEX
lines metafiles. See also clipboard, using

adding........................................................... 4-2 metric system for rulers ................................. 9-11
adding bypasses ......................................... 4-18 Minimize command ......................................... 2-3
adding points.............................................. 4-16 mixed attributes, See Shapes, Lines, Text
attaching....................................................... 4-3 moving lines. See lines, moving
attributes....................................................... 4-8 moving objects................................................. 6-3
changing path (editing points) ................... 4-17
copying......................................................... 4-7 N
curved path type......................................... 4-12 New command, for charts................................ 2-1
deleting bypasses ....................................... 4-18 None, color type...................................... 3-2, 3-13
deleting lines ................................................ 4-7
deleting points............................................ 4-17 O
detaching ...................................................... 4-4 OLE
Editing Line Paths...................................... 4-16 adding objects to Flow Charting 5............... 8-1
line points.............................................. 4-17 creating objects for other programs ............. 8-3
moving a line ........................................ 4-17 editing objects.............................................. 8-4
exit point from shape ............................ 4-17 embedding.................................................... 8-2
end points..................................................... 4-4 linking .......................................................... 8-2
free-angled path type ................................. 4-12 overview ...................................................... 9-1
moving ......................................................... 4-6 updating links............................................... 8-4
path types ................................................... 4-12 Open command, for charts............................... 2-2
Free-Angle ............................................ 4-12 Open command, for templates....................... 3-16
Squared ................................................. 4-12 Orientation, Pages.......................................... 9-15
Curved................................................... 4-12
QuickConnect lines...................................... 4-5
reshaping .................................................... 4-19
selecting ....................................................... 4-6
P
page
Snap to Objects option........................ 4-2, 9-13
Breaks ........................................................ 9-19
squared path type ....................................... 4-12
Go To command ................................... 1-8, 2-8
Stick to Object option ................................ 9-13
indicator ....................................................... 1-8
See also LineManager
number ............................................... 2-8, 9-19
Line Tool Manager Tab ................................. 4-19
numbering order......................................... 9-19
Link to Chart command ................................. 8-11
setup.......................................................... 9-15
Link to Page command .................................... 8-9
Paste Special command ................................... 6-6
Linking Vs Embedding.................................... 8-2
pasting objects ................................................. 8-6
linking, OLE. See OLE
Printing a Chart...............................2-4, Chapter 7
links, between charts. See hyperlinks
Print dialog................................................... 2-5
Paper Size Selection .................................. 9-15
M Paper Orientation ....................................... 9-15
magnification. See zoom level Printer, Selection............................................ 9-16
mail, sending Flow Charting 5 documents ...... 7-6 Printing Options............................................. 9-20
Margins, Setup ............................................... 9-17 Fit to 1 Page ............................................... 9-20
Maximize command ........................................ 2-3 Skip Blank Pages ....................................... 9-20
menu bar, Flow Charting 5 .............................. 2-5 Program Preferences dialog........................... 9-10
menu, template................................................. 1-8 properties, chart. See Chart Setup command
metafiles, importing and exporting .................. 8-7

INDEX
properties, template........................................ 3-18 ShapeManager ................................................. 3-9

protecting objects. See FormFreeze command fill pattern................................................... 3-13
fill color ..................................................... 3-12
Q mixed attributes ......................................... 3-11
QuickConnect handle....................................... 3-4 pen style (thickness) .................................. 3-12
QuickConnect, adding lines ............................. 4-5 pen color .................................................... 3-12
QuickConnect, adding shapes with lines ......... 3-4 shadow ....................................................... 3-13
quitting Flow Charting 5.................................. 1-8 shape type .................................................. 3-14
transparent shapes........................................ 3-2
R using Snapshot ........................................... 3-10
Redo command ................................................ 6-1 shapes
reflective resizing option ........................ 6-7, 9-12 adding to chart ............................................. 3-2
renaming charts. See Save As command adding with QuickConnect .......................... 3-4
Reposition a Symbol ........................................ 9-2 copying without text inside.......................... 3-7
requirements, system ....................................... 1-1 deleting text inside....................................... 3-4
rerouting lines. See lines, editing path importing...................................................... 9-5
Reshape command ......................................... 4-19 moving without connected lines .................. 3-7
resizing objects ................................................ 6-7 reflective resizing.............................. 3-14, 9-12
resizing shapes ............................................... 3-14 replacing in chart ....................................... 3-15
Restore command .......................................... 2-11 repositioning ................................................ 9-5
rulers, displaying............................................ 9-11 selecting ....................................................... 3-5
sensible ...................................................... 3-14
Shift key, while resizing objects...................... 6-8
S shortcuts
Save As dialog ............................................... 2-12
adding several lines...................................... 4-5
Save command ............................................... 2-11
adding several shapes .................................. 3-2
scrolling ........................................................... 2-4
adding text in shapes.................................... 5-2
Select Endcaps dialog .................................... 9-14
clicking Status bar........................................ 2-8
selecting
creating new charts ...................................... 2-2
lines .............................................................. 4-6
drag and drop to open charts........................ 2-3
other objects ................................................. 6-2
Go To Page command ................................. 2-8
shapes........................................................... 3-5
QuickConnect Lines .................................... 4-5
text ............................................................... 5-4
QuickConnect Shapes.................................. 3-4
Selection Tool button....................................... 6-2
selecting a word ........................................... 5-4
Send to Back command ................................... 6-8
snap to grid, toggling ................................... 2-8
SensibleScroll .................................................. 2-7
zooming ..................................................... 2-10
SensibleShapes............................................... 3-14
See also keyboard shortcuts
Setup.exe, installing Flow Charting 5.............. 1-2
Show/Hide Template button ............................ 3-7
Shape Tool button............................................ 3-3
Skip Blank Pages when Printing.................... 9-20
Snap to Grid option........................................ 9-12
Snap to Grid option, effects ............................. 6-4
Snapshot command
for lines ........................................................ 4-9
for shapes ................................................... 3-10
for text.......................................................... 5-7
resetting to defaults...................................... 9-1

INDEX
Spell Checker ................................................. 5-12 TextManager

customizing ................................................ 5-15 attributes ...................................................... 5-5
squared lines .................................................. 4-12 background color ....................................... 5-10
Standard tool bar.............................................. 2-7 font size........................................................ 5-9
Status bar.......................................................... 2-8 font type ....................................................... 5-9
Stick to Objects option..................................... 4-2 pen color .................................................... 5-10
sticky lines .............................................. 4-1, 9-13 text style (bold, etc.) .................................... 5-9
symbols. See shapes justification ................................................ 5-10
system requirements ........................................ 1-1 mixed attributes ........................................... 5-8
using Snapshot ............................................. 5-7
T Tile command ................................................ 2-11
Tabloid Size Paper ......................................... 9-16 tool bars
technical support ............................................ 1-10 Command..................................................... 1-6
templates docking ........................................................ 1-7
accessing menu ............................................ 2-8 Standard ....................................................... 1-7
closing........................................................ 3-16 Tool Tips, program preferences..................... 9-11
copying symbols .......................................... 9-7 transparent fill color................................ 3-2, 3-12
creating......................................................... 9-4
creating custom symbols.............................. 9-8 U
customizing .................................................. 9-3 Undo command................................................ 6-1
editing .......................................................... 9-6 Unfreeze command.......................................... 6-9
editing symbol text frames........................... 9-9 Uninstalling Flow Charting 5 .......................... 1-3
editing symbols shapes ................................ 9-9 user name ....................................................... 9-12
hiding and showing.................................... 3-16
opening....................................................... 3-16 W
properties ................................................... 3-18 web page, Patton & Patton............................. 1-10
reference.......................................................B-1 window
resizing window......................................... 3-17 active............................................................ 2-7
text for Flow Charting 5 application................... 2-2
adding........................................................... 5-1 See also chart windows
adding date or time .................................... 5-11 word-wrapping text objects ............................. 5-3
adding file name......................................... 5-11
adding text to a shape................................... 3-4
deleting from shapes .................................... 3-4
editing keys .................................................. 5-4
INS/OVR indicator ...................................... 2-8
keyboard navigation..................................... 5-4
selecting ....................................................... 5-4
spell checking ............................................ 5-12
word wrapping ............................................. 5-3
Text Tool button .............................................. 5-2

INDEX
Z
zoom level
changing..................................................... 2-10
indicator ....................................................... 2-8

Flow Charting 5: User'S Guide

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FLOW CHARTING™ 5

PATTON & PATTON SOFTWARE CORPORATION

L IC E N S E A G R EEM EN T - Flow C harting 5 S ingle-U ser S oftw are P roducts

include the most recent update and all prior versions.

Flow Charting 5 User’s Guide iii

iv Flow Charting 5 User’s Guide

WORKING WITH TEMPLATES.......................................................................3-16

Flow Charting 5 User’s Guide v

SELECTING TEXT.............................................................................................. 5-4

vi Flow Charting 5 User’s Guide

Page Number Order .........................................................................................9-19

Flow Charting 5 User’s Guide vii

Display Options (Grid lines, Page Breaks) .................................................... 9-19

viii Flow Charting 5 User’s Guide

A chart is an organized combination of shapes, lines, and text that graphically

Flow Charting 5 User’s Guide ix

• The shapes (such as rectangles, circles, or diamonds) represent each step or

Turn on the Log onto the

x Flow Charting 5 User’s Guide

• Point and Click chart construction and editing

• Complete control over the look and size of your charts

• Backwards File Compatibility

Flow Charting 5 User’s Guide xi

• Fit to 1 Page Printing Feature

-xii Flow Charting 5 User’s Guide

Flow Charting 5 User’s Guide -xiii

-xiv Flow Charting 5 User’s Guide

• Custom Shapes and Templates

Flow Charting 5 User’s Guide -xv

WHAT’S NEW IN FLOW CHARTING 5

• Complete control over the look and size of your charts

-xvi Flow Charting 5 User’s Guide

• New Double Structured Command Bar

Flow Charting 5 User’s Guide -xvii

-xviii Flow Charting 5 User’s Guide

Installation of Flow Charting 5 Single User

Installation of LAN copies

Starting and Stopping the Program

Opening a Flowchart, and Closing a Chart

Printing a Chart, and

How to Get Technical Support

Flow Charting 5 User’s Guide 1-1

• Personal computer running Windows 95/98/2000/XP or Windows NT.

INSTALLING AND STARTING FLOW CHARTING 5

To install Flow Charting 5:

1-2 Flow Charting 5 User’s Guide

To start Flow Charting 5

Background Information: As long as Flow Charting 5 is installed on your system,

From the NETWORK SERVER system:

From the CLIENT system:

1) Log-on to Windows (if running NT/XP/2000, log-on with Administrator or

Flow Charting 5 User’s Guide 1-3

2) Run Windows Explorer and browse to the server’s Flow5 folder.

3) Double-click on the NewUser.exe to start the installation program.

4) Answer the installation dialogs to complete the installation.

Removing Cllient Installations from the NETWORK SERVER system:

To Remove Flow Charting 5 from your system

To UnInstall Flow Charting 5 on Windows.

1. Select Settings and Control Panel from your Start button.

CREATING A NEW CHART

1-4 Flow Charting 5 User’s Guide

To create a new chart

OPENING AN EXISTING CHART