Convert a Visio Diagram to a Process Model

To convert an existing Visio diagram into a process template:

  1. Start AgilePoint Envision.
  2. Create (or open) a process template.
  3. Click File > Export & Import > Import Existing Visio file.
  4. Select the VSD file that contains the Visio diagram you want to convert. This will import the contents of the selected Visio diagram into your process template.
  5. Once the diagram's contents are imported, convert the Visio shapes into AgilePoint AgileShapes. Once all of the imported shapes and connectors are completely converted and integrated into the process template, you can continue to work on the process template like you would normally.