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MS Outlook et MS Teams
articles et conseils

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Do you find yourself repeatedly sending the same message, with the same subject to the same recipients?

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We often see people either copy and paste text they've saved in a Word file, or hunt through old emails, click Forward and then re-type the recipient names and subject.

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Sound familiar? At the very least, if you have repetitive text used in a variety of emails, use Quick Parts (see our Quick Parts article here ).

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But to include not only text, but also the recipients and subject, follow the steps below to make your life easier and save lots of time.

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Create an Outlook Template

  1. Ctrl + N to start a new email

  2. Add the To: CC: BCC: Subject and message text

  3. Add bullets, numbers, and any other content/formatting to include

  4. Click the File tab > Save As

  5. Type a name and then select Outlook Template from the Save as type: drop-down (as shown below)

  6. Templates are stored in a default location; do NOT change the folder

  7. Click Save

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Outlook Template 1.jpg

Add the Choose Form button to the Quick Access Toolbar to Quickly Choose a Template

  1. Click the Customize Quick Access Toolbar arrow and choose More Commands...

  2. Select All Commands from the Choose commands from: drop-down

  3. Scroll down to Choose Form , click the Add button and click OK

Outlook Template 2.jpg

Create a New Email Based on a Template

  1. Click the Choose Form button on the Quick Access toolbar

  2. Select User Templates in File System in the Look In: drop-down

  3. Select the template created above, make adjustments and send

Outlook Template 3.jpg

© 2017 DJH Training & Application Solutions Inc.

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