View Full Version : Outlook Templates
06-01-2005, 05:23 PM
I started using the Template feature in Outlook but I hate the fact that it takes about 7 steps to access it. Does anybody know how to put it on the toolbar? If it takes a macro does anybody know how to do it?
06-01-2005, 07:53 PM
This was a pain in the butt for me, too.
I found that you can put a shortcut to a template in the Shortcuts menu in the left column/pane thing.
That's where I put my templates now.
I'd love to know a better way to do it.
06-02-2005, 03:53 AM
What kind of tremplates are your using, if you don't mind me asking?
Are you talking about e-mail templates? Actually, it doesn't matter; the procedure should be the same. I prefer custom menus to toolbars, but again, the procedure is basically the same. I use Outlook 2000 at work. I have a custom menu that contains all of the e-mail templates that I need for recurring e-mail tasks (sending media notices, reminders, etc.) Here's how I add a new template to that menu:
Open a new mail message, address it, and enter whatever text you want.
Click File - Save As.
Change "Save as File Type" to Outlook Template
Make a note of where template files are saved. You may want to copy this info onto a Note so that you can have it to refer to; it comes in handy if you will be doing lots of custom toolbars or menus.
Go to Tools - Customize
Click on the Commands tab
Drag the Mail Message Icon to the menu or toolbar that you want to add your new template to
Once it's in position, right click on it and select Assign Hyperlink - Open
Copy the path to your template into the box; click Ok
Right click on the mail message icon again to change the name to whatever you want, i.e., - "Media Notification"
You can also change the icon or create a new icon of your own; all of my template icons are color-coded according to the subject
Close the Customize message box; you're done!
Hope that helps!