Templates


In Lotus Notes, using my Message Stationary was a great time saver. I loved being able to create a New Message with Stationary… and have all the images, text and formatting already done. Outlook can do the same, but it’s called “templates.” Here’s how YOU can create and use a template.

Create a message template

Although e-mail templates are used to send messages that include information that infrequently changes, you can add new information or edit the existing text before sending the message.
In your Outlook Mail, create a New E-mail.
In the message body, enter the content that you want. Be sure to format the text and include any images necessary.
In the message window, click the File tab.
Click Save As.
In the Save As dialog box, in the Save as type list, click Outlook Template.
In the File name box, type a name for your template, and then click Save.
By default templates (using Windows 7) are saved in the c:\users\username\appdata\roaming\microsoft\templates folder.
(Windows XP is saved in the c:\documents and settings\username\application data\microsoft\templates folder.)

Send an email message based on a template

In your Outlook Mail, in the New group, click New Items, point to More Items, and then Choose Form.
In the Choose Form dialog box, in Look In, click User Templates in File System.
The default templates folder is opened. The folder location is as follows:
Select the template, and then click Open.
Make any additions or revisions to the recipients in the To, Cc, or Bcc boxes. You can also change the text in the Subject box and add contents to the message body.
Note Changes made aren’t saved to the template. If you use the Save command, this creates a draft of your message, but won’t update the template.
Click Send.

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