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How to create an Outlook email template

ISSUE

How to create an Outlook email template

ENVIRONMENT

Windows 7

Outlook

RESOLUTION

  1. Create the template
  • Open Outlook
  • Click New Email and add the appropriate subject and body information
  • Click File then Save As, name the template and change the Save as type to Outlook Template (*.oft)

The template is saved at the following default location: C:\Users\%yourprofilefolder%\AppData\Roaming\Microsoft\Templates

     2.  Add the template to the Quick Access Toolbar

  • Right click the toolbar in Outlook and choose Customize Quick Access Toolbar
  • In the Choose commands from: dropdown select All Commands
  • Scroll down to Choose Form and highlight it
  • Click Add to move it to the Customize Quick Access Toolbar: pane, click OK 

     3.  Use Template to send message

  • Click on the Choose Form icon in the top left Quick Access Toolbar  
  • Click on the Look In: drop down and select User Template in File System
  • Highlight the named template created in the first step then click Open
  • Add recipients and any additional information 

CAUSE

N/A

METADATA

Author: Christopher Bunner
Create Date: 09:49 October 2, 2014
Modified Date: 09:49 October 2, 2014

 

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