Generating documentation

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Generating documentation

Overview

Modeler users can publish your high quality and complete documentation in any of the following formats to share with their organization.

Microsoft Word

PDF

Microsoft Excel

MediaWiki

Web file (opened through a browser). This format can be generated from the command prompt.

Microsoft SharePoint

 

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The following table shows the availability of publishing formats according to the Bizagi Modeler plan you purchased, if you don't have purchased a Bizagi Modeler plan, you have available the basic publishing formats:

 

 

FORMAT

WITH A Bizagi Modeler PLAN

WITHOUT A Bizagi Modeler PLAN

Basic publishing

Word

ü

ü

PDF

ü

ü

Excel

ü

ü

Wiki

ü

ü

Premium publishing

SharePoint

ü

Web

ü

 

Publish options

You can set the following options for your diagrams:

Exclude artifacts: When enabled, the application does not include artifacts on the publishing.

Black and white: When enabled, the publish exports the diagrams in black and white colors.

Exclude unused resources: When enabled, the application does not include resources which have not been included on any task's basic element properties' RACI Responsibility Roles. It means, the publishing includes only the resources which were used at least in one task.

 

Using profiles for publishing

When you have different areas for presenting the documentation of processes, such as IT, Legal, Sales, etc. Each area may need a different set of diagrams, processes or elements to be included in the final document.

Profiles lets you define and save configurations for each area and then, reuse it the next time you publish a model.

 

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The usage of profiles is not available for Personal plan or models stored locally.

You can use a profile in each each type of publish.

Profiles can be used for ALL user in the subscription. Each user has a custom profile for themself called My Profile, this profile cannot be deleted.

 

Create a profile

In the Publish tab, select any of the available options. In the publishing wizard, select create new profile in the Profile name combo.

 

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Provide the name of the profile to create. Profile names must be unique in your subscription

 

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Once created, follow the procedure explained in the further articles according to the publish option.

 

Load a profile

In the Publish tab, select any of the available options. In the publishing wizard, select the profile you want to use in the Profile name combo. Profile can be used transversely in each publishing option.

 

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Managing profiles

In the Publish tab, select any of the available options. In the publishing wizard, select manage profiles in the Profile name combo.

 

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To rename a profile, select it and change its name in the text field at the bottom.

 

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You also have the following options available when you select a profile.

 

Icon

Option

Description

Profiles_05

Clone profile

Creates an exact copy of the selected profile. By default, Bizagi set [ProfileName]-[CopyNumber] as the name of the new profile. For example, when you clone the BPM Profile, the clone name is BPM Profile-1.

To rename it, select it and change the name in the text field.

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Delete profile

Deletes the selected profile. Users cannot delete the default profile called My Profile.

 

Click Save button to persist the changes, if you close the window, the changes are dismissed.

 

You can change the configuration in any of the steps and click the Save button next to the Profile name combo. You can also save the configuration before the publish wizard is completed.

 

Export your diagrams

Available for all Modeler users, use the options to export your process diagrams to other Modeling tools or to export your customized attributes and reuse them in other Bizagi Process Models.

 

Microsoft Visio: export your diagrams to Visio 2003, 2007 and 2010

Image files: export  your diagrams to png, bpm, svg or jpg format

XPDL: export your diagram to XPDL 2.2

BPMN: export your diagram to BPMN 2.0 xml format

Attributes: export your customized Extended Attributes and use them in other Bizagi Process Models, to maintain a standard in your documented processes.

Click here for more information about Exporting Extended Attributes

 

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