How To Setup Outlook Templates

Microsoft Outlook logo.

Email templates in Microsoft Outlook are piece of cake to create, but non so easy to navigate to whenever y'all actually desire to utilize ane. Fortunately, you tin can create a template and pin it to the ribbon for easier admission.

Templates are really useful for repetitive emails that use boilerplate text. In Outlook, it's easy to create and relieve a template. Opening one, however, requires a ton of card clicks. Information technology's easier to just save the email in your "Drafts" folder, and then copy and paste the contents into a new e-mail.

That works, merely you can make life much easier if you add the template selector to the ribbon. This reduces the number of mouse clicks and allows you lot to apply templates as they were intended. A library of useful prewritten emails you tin select from a carte will save you lots of time.

To become started, we'll show you how to create an email template, and then how to add together a template selector to the ribbon.

Create an Electronic mail Template

Before you can pin a template, yous have to create i. Open Microsoft Outlook and create a new email. Customize information technology any way you want.

Templates volition store the subject, body, and whatever formatting, including colors, background images, your signature, and so on. Once your template email looks the way you desire it to, click "File."

Click "File" in Outlook.

Select "Salve As."

Click "Save As."

In the "Save as" window, change the "Save as type:" field to "Outlook Template (*.ofttimes)," then click "Save."

Outlook's "Save As" dialogue form.

Your template is now ready to use.

How to Open Email Templates the Outlook Style

To open an email template the mode Outlook expects y'all to, you have to navigate to the "Home" tab, and so click New Items > More Items > Choose Form.

To open a template in Outlook, you have to click "Home," select "New Items," click "More Items," and then click "Choose Form.".

In the "Choose Form" window, you then have to change the "Look in:" drop-downwardly menu to "User Templates in File Arrangement." Finally, you tin can then double-click your template to open it.

In the "Choose Form" panel, you have to click the "Look in:" dropdown and select "User Templates in File System," and then double-click your template.

A new email displaying the contents of the template will open. This works, merely it'due south non a quick procedure. Information technology's besides easy to forget the bill of fare path.

It will be much easier to open your templates if you add together the "Choose Form" choice to the ribbon.

How to Open Email Templates the Easy Mode

We're going to add together a new button to the "Home" tab on the Outlook ribbon so we can open the "Choose Form" console direct from in that location.

RELATED: How to Add New Buttons to the Microsoft Part Ribbon

To get started, right-click any of the tabs in the ribbon, and then select "Customize the Ribbon."

Click "Customize the Ribbon" in Outlook.

In the "Customize the Ribbon" panel, change the "Popular Commands" drop-downwards carte to "All Commands."

Change the "Popular Commands" dropdown to "All Commands."

Scroll down to and select "Cull Form."

Click "Choose Form."

To add this button to the ribbon, you first have to add it to one of the groups in the column on the right.

The list of groups currently visible on the Outlook ribbon.

Nosotros're going to add our push to the "Habitation" tab in its ain grouping adjacent to "New." To tell Outlook this is what yous desire to do, click "New," and then click "New Grouping."

Click "New," and then click "New Group."

Click the new group that's added, and and so click "Rename." Change the name to "Templates" (or whatever you want), and then click "OK."

Click "New Group (Custom)," click "Rename," type a name, and then click "OK."

The name of the new group will change to whatever you named information technology. The final step is to add together the button to the group. Select "Choose Grade" in the column on the left, click "Add" to add together it to the group, and then click "OK."

Click "Choose Form," click "Add," and then click "OK."

Your new group, containing the "Cull Class" button, will now be visible in the "Home" tab.

The "Choose Form" button displayed in a new group on the ribbon.

Now, y'all can merely click "Cull Form" to open the panel and relieve yourself the trouble of clicking through a ton of menus.