Creating an Outlook e-mail template (can include attachment)

If you need to send a similar message quite regularly in Outlook, you can create a template instead of typing the same information each time. You can even include an attachment in the template.

To create a template, start composing a message in the usual way, with the text you want to be included in the template. Remove your signature from the message body or it will appear twice when you use the template.

Then if using Outlook 2007:

  • From the Office button, click Save As.
  • In the File name text box, type a name for the template.
  • From the Save as type dropdown, select Outlook template (*.oft).
  • Make sure the Save list displays the drive and path containing the Outlook templates.
  • Click Save.

To use a template in Outlook 2007:

  1. Click Tools – Forms –
    Choose Form from the submenu. The Choose Form dialog box will be displayed.

  2. In Look in: select User Templates in File System.
  3. Select the template and then click Open.
  4. Compose and send the message.

To create a template in Outlook 2010:

  • Compose the message you want to use as a template.
  • From the File tab, click Save As.
  • In the File name text box, type a name for the template.
  • From the Save as type dropdown, select Outlook template (*.oft).
  • Make sure the Save list displays the drive and path containing the Outlook templates.
  • Click Save.

To use a template in Outlook 2010:

  1. From the Home tab select New Items, and then Choose Forms from the submenu. The Choose Form dialog box will be displayed.

  2. In Look in: select User Templates in File System.
  3. Select the template and then click Open.
  4. Compose and send the message.

Find more information about our Microsoft Outlook training Sydney, Australia

Find more information about our Microsoft Outlook training London, England or our Microsoft Outlook training Dorset, Wiltshire, Hampshire.

About jdonbavand

I am a trainer of Microsoft Office, Microsoft Project and Crystal Reports. I have called my blog "If Only I'd Known That...." because I hear it so many times in training sessions. In fact, if only I had a £100 (or 150 Aussie dollars)for every time someone says "If only I'd known that." ....
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