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Microsoft Visio - Inserting Hyperlinks



In this chapter, we will learn how to hyperlink websites, files, and pages.

Hyperlinking Websites

To insert a hyperlink, first create a text box by going to the Insert tab in the Ribbon and drawing a horizontal text box for the text that represents the hyperlink such as ‘Website’ or ‘Click here to visit us’. This text now needs to be converted into a hyperlink.

To do so, select the text in the text box and in the Insert tab again. Click Link to open the Hyperlinks dialog box.

You can specify the links to websites or a local file on your computer. Click OK to convert the selected text into a hyperlink.

Hyperlinks

Hyperlinking Files

You can directly hyperlink a text or a shape to a file. Double-clicking the text or shape opens the hyperlinked file. The procedure is similar to hyperlinking a website.

Select the shape or text that you want to create a hyperlink for and click the Link button in the Insert tab of the Ribbon.

In the Hyperlinks dialog box, click Browse… adjacent to the Address field and click Local File… to browse to the location of the file.

Hyperlink Files

Make sure that the Use relative path for hyperlink box is selected to ensure that the file path is updated automatically when you change the file location.

Hyperlinking Pages

Visio also makes it possible to hyperlink pages in a multi-page document so that clicking the link will directly take you to the linked page.

To hyperlink pages, select a text or shape to be linked to and click Links in the Insert tab in the Ribbon. In the Hyperlinks dialog box, make sure to click Browse… adjacent to the Sub-address field. Select the destination page in the Page field. You can also set a default zoom level in the Zoom dropdown menu so that navigating to the linked page opens it at the desired zoom.

Click OK twice to set the hyperlink.

Hyperlink Pages
Sours: https://www.tutorialspoint.com/microsoft_visio/microsoft_visio_inserting_hyperlinks.htm

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Linking Visio Shapes and Pages


You don&#;t have to save your diagram as a Web page to create hyperlinks, which make it possible to jump from one shape or file to another. You can link a shape on one page of a diagram to a shape on another page that provides another view or more information. You can also link a shape to another Visio, Office, or other document, or even a Web address. Shapes can even contain multiple hyperlinks. And if you do add hyperlinks to shapes, and then save the diagram as a Web page, Visio preserves the links, which appear when you pause the pointer over a shape. In a diagram, hyperlinks that you define appear as options on a shape&#;s shortcut menu, as Figure shows.

click to expand
Figure When you define one or more hyperlinks, Visio adds the links to the shape&#;s shortcut menu.

You can create, edit, and delete hyperlinks in Visio, and you can insert multiple hyperlinks for a single shape. If you need to link multiple shapes to a single destination, you can also copy a hyperlink or copy the hyperlink with its shape.

Tip

When you point to a shape in Visio that contains a hyperlink, the pointer displays the hyperlink icon. Right-clicking the shape displays the link destination. Click on the destination to follow the hyperlink.

Linking to Another Shape, Page, Document, or Web Site

In Visio, a hyperlink links a specific shape or page to something else. Whether you want to link to another shape, page, document, or Web site, you must provide what Visio calls an address. As Figure shows, the Hyperlink dialog box includes two types of addresses:

  • Address Specifies the URL of an Internet address or the file path for a document, including another Visio drawing file (.vsd), Office document, or any other type of file.

  • Sub-address Specifies a page and shape in the current Visio diagram, or an anchor (an <A> tag) within the body of the HTML page specified in the Address box.

    click to expand
    Figure When you choose Insert, Hyperlinks, you can link to Internet addresses, files, or other pages in the current drawing file.

It&#;s a little confusing to think of a shape or page in your diagram as a subaddress, but that&#;s how the Hyperlink dialog box works. By default, Visio uses a relative path for the address, which means that Visio stores the location of the link&#;s target (the page, file, or Web address) relative to the location of the drawing file. The advantage to you is that when you can link your drawing file to another file, you can move the files to a new folder without breaking the link. The opposite of a relative link is an absolute link, which specifies the exact location of a linked file (that is, its drive, folder, and file name). With an absolute link, you can move the drawing file that contains the hyperlink, and the link will not break.

The Hyperlink dialog box includes another option, the Default button, which you can use to specify a default hyperlink when a shape has more than one.

Linking to a Web Site

Follow these steps to create a hyperlink to a Web site:

  1. Select a shape. Or, to add a hyperlink to a page, make sure nothing is selected.

  2. Choose Insert, Hyperlinks or click the Insert Hyperlink button on the Web toolbar (you can also press Ctrl+K).

  3. If you know the exact URL you want to use, type it in the Address box. Otherwise, click Browse to the right of the Address box, and then choose Internet Address to start your browser. (You must be online.) Locate the site you want, and copy its address. Switch to Visio, and then paste the URL in the Address box.

  4. To link to a specific location on the page, type the anchor name or fragment identifier in the Sub-Address box. For example, type #Sales to specify the anchor link defined as <A href=&#;#Sales&#;>.

  5. To change the name that appears on the shortcut menu for the hyperlink, type the text you want in the Description box.

  6. Click OK, or click New&#;and repeat steps 1&#;5&#;to add another hyperlink.

Linking to a File

Follow these steps to create a hyperlink to a Visio, Office, or other file:

  1. Select a shape. Or, to add a hyperlink to a page, make sure nothing is selected.

  2. Choose Insert, Hyperlinks or click the Insert Hyperlink button on the Web toolbar (you can also press Ctrl+K).

  3. Click Browse next to the Address box, and then click Local File.

  4. In the Link To File dialog box, make sure the appropriate file type is selected in the Files Of Type list, navigate to the file you want to link to, and then click Open.

    Note

    If you haven&#;t saved the file you want to link to, it won&#;t appear. You must save the document before you can link to it.

  5. To change the name that appears on the shortcut menu for the hyperlink, type the text you want in the Description box.

  6. If you want to link to the file by its exact file path rather than by a relative path, clear the Use Relative Path For Hyperlink check box.

  7. Click OK, or click New to add another hyperlink.

Linking to a Page or Shape

You can create a link from a shape on one page to another page, and even zoom in to a specific shape on that page. To link to a shape, you must use a unique name. You can easily find that name and use it to refer to the shape. A shape&#;s name is displayed when you choose Format, Special or in the title bar of the Custom Properties window when you&#;ve selected the shape. Follow these steps to create a hyperlink to a shape or page in the current drawing file:

  1. Select a shape. Or, to add a hyperlink to a page, make sure nothing is selected.

  2. Choose Insert, Hyperlinks.

  3. Click Browse next to the Sub-Address box to display the Hyperlink dialog box.

  4. In the Page list, select the name of the page you want to link to.

  5. If you want the link to go to a particular shape, type the name of the shape in the Shape box.

  6. To change the zoom level when the page is displayed, choose an option in the Zoom list. This option is particularly useful if you&#;re linking to a specific shape.

  7. Click OK to return to the Hyperlinks dialog box.

  8. To change the name that appears on the shortcut menu for the hyperlink, type the text you want in the Description box.

  9. Click OK, or click New to add another hyperlink.

Using a Relative Path

When you use a relative path, Visio uses the location of the current drawing file as the basis for finding the linked file. If you want to specify a relative path for the hyperlinks in the Visio drawing that is not based on the location of the drawing file, specify it in the file&#;s properties. After closing the Hyperlinks dialog box, choose File, Properties, and then type the base path you want to use in the Hyperlink Base box, as Figure shows.

click to expand
Figure You can specify a relative path for a hyperlink by choosing File, Properties.

The relative path for a Visio drawing file used to be specified in the Options dialog box on the File Paths tab. It has been moved to Tools, Options, Advanced, File Paths. Visio uses this information to search for stencils, templates, and other Visio files. To define a new relative path for a Visio file, choose Tools, Options, Advanced, and then click File Paths. Type a new path in one or more of the boxes.

Adding a Hyperlink Navigation Shape

Visio includes hyperlink navigation shapes so you can make it easier for viewers to navigate your Visio drawings on the Web. Visio includes three hyperlink navigation shapes on the Borders And Titles stencil, as Figure shows. The buttons work like any other hyperlink in Visio. The only difference is that when you drag a Hyperlink shape onto the drawing page, the Hyperlinks dialog box opens so that you can specify a Web page, file, page, or shape. To activate the link, you must right-click the shape to display the shortcut menu that includes the link.


Figure When you use the Hyperlink Circle 2 (at left), Hyperlink Button, or Hyperlink Circle 1 shape from the Borders And Titles stencil, you can select the icon that appears on the button.

start sidebar
Inside Out
Make any shape a navigation shape

You can make any shape a navigation shape by adding a hyperlink to it and typing the appropriate label. You aren&#;t required to use these navigation shapes; they are merely a convenience and can give your drawing a more consistent look.

end sidebar

The hyperlink shapes don&#;t include text labels, because they&#;re designed to be iconographic&#;and you can choose the icon that appears. However, you can type a label for the hyperlink shape as you would for any shape. Select the shape, and then type. You can reposition the label with the shape&#;s control handle. To change the icon for a hyperlink shape, right- click the shape, choose Change Icon, and then select an option in the Icon Type list. Table 5- 1 shows the icons that you can display.

Icon

Icon Type

Icon

Icon Type

Back

Forward

Directory

Help

Down

Home

Info

Photo

Mail

Search

None

Up

Modifying or Deleting a Hyperlink

After you&#;ve created a hyperlink, you might need to modify it&#;perhaps the linked file has been moved or renamed, or you want to change the magnification for a linked shape. Anything you can specify when you create a hyperlink can be changed just as easily.

Follow these steps to modify or delete a hyperlink:

  1. Select the shape or the page that contains the hyperlink, and then choose Insert, Hyperlinks.

  2. If the shape contains multiple hyperlinks, select the link you want to change in the list of links at the bottom of the dialog box.

  3. To delete the hyperlink, click Delete in the Hyperlinks dialog box.

  4. To modify the hyperlink, make the changes you want.

  5. Click OK.

Copying Hyperlinks

When you add a hyperlink to a shape or page, you can copy the shape or page and then paste it in Visio with the hyperlink intact. Even better, you can paste just the hyperlink to add it to another shape or page. For example, if you want the same home page hyperlink to appear on each page of a multiple-page diagram, you can copy and paste the hyperlink. You don&#;t have to manually insert a new hyperlink each time.

Follow these steps to copy a hyperlink to other Visio shapes:

  1. Select a shape that contains a hyperlink, and then press Ctrl+C to copy it.

  2. Select a new shape on the same page, on another page, or in another Visio drawing file.

  3. Choose Edit, Paste As Hyperlink.

Microsoft Office and later applications also include the Paste As Hyperlink command, which means that you can paste the hyperlink from a Visio shape into Word, for example, to create hyperlinked text. To paste a hyperlink into a document in another application, choose Edit, Paste As Hyperlink. Only the shape&#;s text (if it has any) and its hyperlink are pasted. To paste just the shape, choose Edit, Paste Special, and then choose a file format. The shape is pasted but not its hyperlink.

start sidebar
Troubleshooting
When you click a link to a Visio diagram,
Internet Explorer opens instead of Visio

If you click a link to a Visio drawing file on a Web site, Internet Explorer can open the Visio drawing file. This behavior might seem strange if you were expecting Visio to start. However, you can edit Visio drawings within Internet Explorer and even drag shapes from stencils. If you don&#;t see the Visio toolbars and menus, click the Tools button on the Internet Explorer toolbar to display them. When Internet Explorer opens a Visio drawing, you can edit a diagram while retaining the advantages of the Web environment. For example, you can use the Forward and Back buttons to display other Web pages and other Office documents.

end sidebar

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This video explains how to use hyperlinks in Microsoft Visio. Hyperlinks in Visio
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Try it!

Add a hyperlink when you want to link to related or more detailed information from another page in a diagram, an online document, or a website.

Link to a web or email address

  1. Select the shape.

  2. Select Insert > Link.

  3. Type in an email address, a website address or an FTP address, and select OK.

Link to another page in the diagram

  1. Select the shape.

  2. Select Insert > Link.

  3. Select Browse.

  4. For Page, select the flowchart you want to link to and select OK.

  5. Type in a description, and select OK.

Note: To open the link, point to the shape and press Ctrl as you select it to open the link.

Link to a document

  1. Select the shape.

  2. Select Insert > Link.

  3. Select Browse > Local File.

  4. Go to the directory where the document is stored, select the file, and select Open.

  5. Type in a description of the document and select OK.

Edit a hyperlink

  1. Select the shape that contains the hyperlink you want to change.

  2. Select Insert > Link.

  3. Change the existing hyperlink, or select Delete to remove it.

Want more?

A beginner's guide to Visio

Sours: https://support.microsoft.com/en-us/office/video-add-hyperlinksbe5deaaebfc

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IN THIS TASK

Summary

The method that you use to add links to documents and to add links to pages in the Activity box shape in IDEFO diagrams is different in Microsoft Office Visio and in Microsoft Office Visio than in Microsoft Visio In Visio and in Visio , you use the Hyperlinks dialog box to add a link to a document or to add a link to a page after you right-click the shape, and then click either
Link to Document or Link to Page.


This article contains information about how to add a link to a page and how to add a link to a document in an Activity box shape when you use Visio to open an IDEFO diagram that was previously saved in Visio This article also contains information about how to remove links to documents and how to remove links to pages by editing the shape's ShapeSheet.


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Add Links to Pages and Links to Documents to Shapes That Do Not Contain Any Existing Links

To add a link to a page in an Activity box shape that does not contain any existing links when you use Visio to open an IDEFO diagram that was previously saved in Visio , follow these steps:

  1. Start Visio, and then open the IDEFO diagram.

  2. Right-click the shape, and then click Link to Page.

  3. In the Hyperlinks dialog box, in the
    Sub-address box, click Browse.

  4. In the Page box, click the page that you want to link to.

  5. Click OK, and then click
    OK.

To add a link to a document in an Activity box shape that does not contain any existing links when you use Visio to open an IDEFO diagram that was previously saved in Visio , follow these steps:

  1. Start Visio, and then open the IDEFO diagram.

  2. Right-click the shape, and then click Link to Document.

  3. In the Hyperlinks dialog box, in the
    Address box, click Browse, and then click
    Local File.

  4. In the Link to File dialog box, locate the file that you want to link to, click Open, and then click
    OK.

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Add Links to Pages and Links to Documents to Shapes That Contain Existing Links

To reset (add) a link to a page in an Activity box shape that contains existing links when you use Visio to open an IDEFO diagram that was previously saved in Visio , follow these steps:

  1. Start Visio, and then open the IDEFO diagram.

  2. Right-click the shape, and then click Link to Page.

  3. In the Hyperlinks dialog box, in the
    Sub-address box, click Browse.

  4. In the Page box, click the page that you want to link to.

  5. Click OK, and then click
    OK.

    Note that this action does not reset the current page link, this action adds a new link to a page.

To reset (add) a link to a document in an Activity box shape that contains existing links when you use Visio to open an IDEFO diagram that was previously saved in Visio , follow these steps:

  1. Start Visio, and then open the IDEFO diagram.

  2. Right-click the shape, and then click Reset Document Link.

  3. In the Hyperlinks dialog box, in the
    Address box, click Browse, and then click
    Local File.

  4. In the Link to File dialog box, locate the file that you want to link to, click Open, and then click
    OK.

    Note that this action does not reset the current document link, this action adds a new link to a document.

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Remove Links to Documents or Links to Pages From an Activity Box Shape

To remove links to documents or links to pages from an Activity box shape that is contained in a Visio drawing that was upgraded from a Visio drawing, follow these steps:

  1. Start Visio, and then open the IDEFO diagram.

  2. Click the Activity box shape that you want to configure, and then on the Window menu, click Show ShapeSheet.

  3. In the Actions table, locate the
    Menu column.

  4. In the Menu column, right-click the name of the document or page link that you want to remove, and then click
    Delete Row.

  5. Close the ShapeSheet window.

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References

For more information about Visio, visit the following Microsoft Web site:

http://www.microsoft.com/office/visioback to the top

Sours: https://support.microsoft.com/en-us/topic/how-to-add-and-remove-links-to-pages-and-links-to-documents-in-visioor-in-visiobee9f2ca-2a6de4-cfc1
Visio: Linking Top Level Subprocesses Shapes to Subprocess Flowcharts

How to Insert Hyperlinks in Visio

There are several ways how to insert hyperlinks into Microsoft Visio . You may need to create a link to a local file (documents, spreadsheet, etc), a particular section of a document, or another page within Visio. Hyperlinks are useful when you’re diagrams get very large that they start to split over to multiple pages or when they get complicated that linking to other files becomes necessary.

Creating a Hyperlink

There are three options in which you can create a hyperlink:

1. One way is by right-clicking on the shape that you want to put a hyperlink on. Select 👉 Hyperlink on the context menu. This brings up the Hyperlink dialog.

2. Another quick way to bring up the Hyperlink dialog is by using the keyboard shortcutCtrl+K.
3. The third option is, you can use the Hyperlink button under the Insert tab of the Ribbon to bring up the same dialog.

Linking to a local file

1. Select the item that you would like to put a hyperlink. Right-click and choose Hyperlink.
2. On the Hyperlinks dialog, click on Browse found at the right portion along Address.
3. Choose Local File. Locate the file that you need from the folders in your computer. (Note: By default, Visio looks for Visio style files when it tries to link to a local file. You can change the file types being displayed by choosing All files or perhaps Office files.)
4. Once you have found the file, select it and click on Open.
5. The file will appear on the list of linked documents on the Hyperlinks dialog. Click on OK.


6. Now that the link is in place, hover the cursor over the link, hold CTRL and left click to open. This will direct you to the linked file. (Note: Another way to open the link is by right-clicking on the link and selecting the link name found right above Edit Hyperlinks on the context menu.)

Changing the link tip/description

When you place your cursor over a link, a small tip appears providing you with a description of that particular link. You can actually edit the tip by right-clicking on the link and then choosing Edit Hyperlinks. On the Hyperlinks dialog, type in the appropriate information on the Description box. Hit the OK button once finished.

Inserting a bookmark and linking to a particular section within a document

1. Open the relevant Word document and to go a particular point in the document where you would want to place the bookmark.
2. Go to Insert tab, click on Bookmark.
3. Type in a Bookmark Name and click on Add. Close the document.


4. Go back to your diagram in Visio , choose an item/object to put the hyperlink, and bring up the Hyperlinks dialog.
5. Locate the appropriate file by clicking Browse along the Address field. Change the Description if necessary.
6. In the Sub-address, type in the Bookmark Name. Click on OK once done.


7. Now when you follow the link, it will take you to the bookmarked section of the Word document.

Linking to another page within Visio

1. Select an item/object to place a hyperlink, right-click, and select Hyperlinks.
2. In the Hyperlinks dialog, leave the Address field blank. Now, click Browse along the Sub-address field; a small hyperlink dialog appears.
3. On the Page option, drop down and select the page number to which you want the link to direct to. You can also change the Zoom option according to your preference. Click OK.

 


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Now discussing:

Any shape can take a hyperlink, or multiple hyperlinks. The hyperlinks can link to another page or shape in the current drawing, a page or shape in another drawing, a document other than a Visio drawing, a Web site, FTP site, or e-mail address.

To make a hyperlink look like a traditional text-based link, see Emulate a text hyperlink below. 

Note: Before you begin, make sure the current drawing and the file you are linking to have both been saved.

Link to a page or shape in a Visio drawing

  1. Select the shape that you want to link.

  2. On the Insert tab, in the Links group, select Hyperlink.

    (Keyboard shortcut: Ctrl+K)

    Define the hyperlink for a shape in the Hyperlinks dialog box.
  3. Next to Address, click Browse, and select the drawing you want to link to.

    Note: If you want to link to a page in the same drawing, leave the Address section blank.

  4. Next to Sub-address, click Browse, and in the Hyperlink dialog box, do the following:

    1. Choose which page you want to link to.

    2. If necessary, type the name of the shape that you want to link to.

      To get the shape's name, on the Developer tab, click Shape Name. If you don't see the Developer tab, you can add it to the Ribbon. For more information, see Show the Developer tab.

You have the option of making your link a relative hyperlink, which is one that specifies the location of the file that you are linking to, relative to the location of your current drawing. If you aren't sure whether to use a relative hyperlink, don't select the Use relative path for hyperlink option.

Link a shape to a file on your computer or network

  1. Select the shape that you want to link.

  2. On the Insert tab, in the Links group, select Hyperlink (keyboard shortcut: Ctrl+K).

  3. Next to Address, click Browse, click Local File, and select the file you want to link to.

    Tip: If you don't see the file you want, try selecting a different file type in the Files of type list.

Link a shape to a website

  1. Select the shape that you want to link.

  2. On the Insert tab, in the Links group, select Hyperlink (keyboard shortcut: Ctrl+K).

  3. Next to Address, select Browse, select Internet Address, and then find the website you want to link to.

  4. To link to a specific bookmark on a Web page, in the Sub-address box, type the bookmark name.

    If you aren't sure whether to use a bookmark name, leave the Sub-address box blank.

  5. In the Description box, type a name for the hyperlink. This name is used as the link name in the shape's shortcut menu.

  6. To add another hyperlink to this same shape, click New and type the information for the new link.

Emulate a text hyperlink

To make hyperlink that's more like a traditional text hyperlink, use a textbox shape in your drawing:

  1. Select Insert > Text Box, and then draw the box on the canvas.

    A blinking insertion point appears in the center of the box, ready for you to enter text.

  2. Type the text that you want to appear as a link.

  3. Select the Home tab, and use the options in the Font group to style the text the way you want.

  4. On the Insert tab, in the Links group, select Link.

  5. In the Hyperlinks dialog box, enter the link address in the Address box.

  6. In the Description box, enter appropriate text (similar to what you used in step 2).

    This name is used as the link name on the shape's shortcut menu when someone right-clicks the shape.

  7. Click OK.

Open a draft email message from a shape

  1. Select the shape that you want to link.

  2. On the Insert tab, in the Links group, select Hyperlink (keyboard shortcut: Ctrl+K).

  3. In the Address text box, type mailto: and then add the email address for the mail message.

Follow a hyperlink

  1. Ensure that no shapes on the page are selected.

  2. Point at the linked shape, press Ctrl, and then click.

    (If another shape is selected when you press Ctrl+click, the hyperlink won't be followed. Instead, the shape you click is added to the selection with the already-selected shape.)

  • Alternatively, right-click the shape, and then click the hyperlink URL or name (from the Description box) in the shortcut menu.

    Note: If you saved the drawing as a Web page, or you are in full-screen view, just click the shape to follow the link.

Change or delete a hyperlink

  1. Select the shape.

  2. On the Insert tab, click Hyperlink.

    (Keyboard shortcut:  Press Ctrl+K)

  3. To change a hyperlink, select the hyperlink in the hyperlink list, make the changes that you want in the Address, Sub-address, and Description boxes, and then click OK.

  4. To delete a hyperlink, select the hyperlink in the hyperlink list, click Delete, and then click OK.

You can add a hyperlink to any shape. The hyperlink can link to another page in the current drawing, a Web site, or it can open a draft email message.

To make a hyperlink look like a traditional text-based link, use Insert > Text Box, add the text you want, and then follow any of the following procedures.  

Link to a page in the same Visio drawing

  1. Select the shape that you want to link.

  2. On the Insert tab, select Link.

  3. In the Link to box, select Page in this file.

  4. Under Choose page, select the page you want to link to.

  5. Optionally, click Add display text, and enter a description of the hyperlink.

    When someone points at the hyperlinked shape, the display text appears in a tooltip.

  6. Select OK to confirm your changes. 

Link a shape to a website

  1. Select the shape that you want to link.

  2. On the Insert tab, select Link.

  3. In the Link to box, select URL.

  4. Select Enter URL, and add the web address (https://) of the web page you want to link to.

  5. Select Add display text, and enter a description of the hyperlink.

    When someone points at the hyperlinked shape, the display text appears in a tooltip.

  6. Select OK to confirm your changes. 

Open a draft email message from a shape

  1. Select the shape that you want to link.

  2. On the Insert tab, select Email address.

  3. Select Enter email address, and add the address of one or more email recipients.

    • Use a comma to separate multiple addresses, as illustrated here:

      Use a comma to separate multiple email addresses.

    • To define a Subject line for the message, append ?subject=Topic of message after the email address.

      You can append a subject line after the email address.

  4. Select Add display text, and enter a description of what happens when the hyperlink is clicked, such as "Send email to ".

Edit or remove a hyperlink

  1. Select the shape whose hyperlink you want to edit.

  2. On the Insert tab, select Link.

  3. Revise the link as needed, or select Remove if you want to delete the link entirely from the shape..

Sours: https://support.microsoft.com/en-us/office/add-or-remove-a-hyperlink-in-a-visio-drawingfb2adb-ac


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