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Knowledge Base - Outlook 2007 - create and use an email template
by Monica Brainard
03/12/2010 (Software)


Create and use an email template Demo:

http://office.microsoft.com/assistance/asstvid.aspx?assetid=ES102464941033&vwidth=884&vheight=540&type=mediaplayer&CTT=11&Origin=HA102450041033

 

Create a template

   1. On the File menu, point to New, and then click Mail Message.
   2. In the message body, enter the content you want.
   3. In the message window, click the Microsoft Office Button Button image, and then click Save As.
   4. In the Save As dialog box, in the Save as type list, click Outlook Template.
   5. In the File name box, type a name for your template, and then click Save.

By default templates are saved in the following folders:

    * Windows Vista   c:\users\username\appdata\roaming\microsoft\templates
    * Microsoft Windows XP   c:\documents and settings\username\application data\microsoft\templates

Send an e-mail message based on a template

   1. On the Tools menu, point to Forms, and then click Choose Form.
   2. In the Choose Form dialog box, in Look In, click User Templates in File System.

      Choose Form dialog box

      The default templates folder is opened. The folder location is as follows:
          * Windows Vista   c:\users\username\appdata\roaming\microsoft\templates
          * Microsoft Windows XP   c:\documents and settings\username\application data\microsoft\templates

      If your template is saved in a different folder, click Browse, and then select the template.
   3. Select the template, and then click Open.

      Choose Form dialog box
      Callout 1 Select the template you want to use.
      Callout 2 Click Open to proceed.
   4. Make any additions or revisions to the recipients in the To, Cc, or Bcc box (To, Cc, and Bcc boxes: A message is sent to the recipients in the To box. Recipients in the Cc (carbon copy) and Bcc (blind carbon copy) boxes also get the message; however, the names of the recipients in the Bcc box aren't visible to other recipients.), Subject, or message body that you want.

       Note   Changes you make are not saved to the template. If you use the Save command, this will create a draft of your message but will not update the template. To update the template, use the steps in the prior section Create a template, beginning with step 3.
   5. Click Send.