![]() When you’re ready to retrieve the template, do the following: You don’t have to save it again if prompted to do so. Enter a name for the template, such as FieldTripInfo ( Figure B).In the resulting dialog, choose Outlook Template (*.oft) from the Save as type drop-down.When the email message is ready, click the File tab (Menu in 2007) and choose Save As in the left pane.For example, I attached a Word file and inserted clip art in the signature. In the resulting email window, type the message, and make all changes and additions that belong to this template ( Figure A).In 2007, click New on the Standard toolbar. In the Mail window, click New Email from the New group on the Home tab.If not, let’s create a simple email message and save it as a template file: Fortunately, they’re easy to create, but if you have one already, you can skip this section. (I don’t cover Outlook 2003.) There’s no downloadable demonstration file. I’m using Outlook 2013, but I’ll include instructions for 20 when different. It’s much more efficient than creating the same email over and over or even retrieving a template manually. At this point, you can add the email address, customize the message if necessary, and click Send. In this article, I’ll show you how to add a macro to the toolbar or ribbon interface that opens the template. Then, when you need to send the email, you retrieve the template instead of typing the text manually.Ĭreating the template is simple, but retrieving it requires several steps and in itself becomes tedious after a while. ![]() You can add formatting, insert graphic files, and even attach a file to the template. For example, if you often type the same email message, you can create a template that contains your basic message. ![]() Templates offer a quick way to eliminate repetitive tasks. ![]() Susan Harkins shows you how to use a macro to retrieve templates, to work smarter. If you're typing the same email message over and over, you're working harder than you need to. Combine Outlook templates with macros to eliminate repetitive tasks ![]()
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