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Can I create a template in Outlook? Yes, you can! If you’re sending regular content then it’s a big time-saver.
You can just compose and save a message as a template, and then reuse it when you need to. You can also change detail i.e. perhaps the salutation?
Time needed: 5 minutes
How to create an email template in Outlook
Just click ‘New Email’ and type away adding your content. You can add images, tables and any other information in the normal way.
Go to the File tab and select ‘Save As’
In the ‘Save As’ dialogue box select ‘Save as type’ list and select ‘Outlook Template’
Add a file name for your template and click ‘Save’
Select ‘New Items > More Items > Choose Form’
At the ‘Choose Form’ window, you should select ‘User Templates in File System’
Choose your template and amend away… add To, Cc, Bcc or anything else you’d like to and just send.
Note: Changes made aren’t saved to the template. If you use the Save command, this creates a draft of your message, but won’t update the template. To update the template, follow the steps for saving a new template.
To create an email form in Outlook, you have a few options. You can use Microsoft Custom Forms, which integrates with Microsoft Outlook, or create a custom form within an Outlook email message. Here’s how you can do both:
When recipients receive the email form, they will see the options you provided and can select one option to respond. The responses will be sent back to you, and you can view them in your Inbox or any designated folder.
Note that the availability of certain features and options may vary depending on your Outlook version and configuration.
Creating custom forms in Outlook allows you to design personalized data collection templates for specific purposes. Please note that the process described below is applicable to Outlook for Windows.
Here’s how you can create a custom form in Outlook:
Now you can fill out the custom form, collect data, and save the responses within Outlook. The form can be distributed to others, and they can use it to provide responses as well.
Please note that custom forms are specific to the Outlook installation on your computer and may not be accessible on other devices or installations unless you export and import the form template.
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