Template Phrases for Microsoft Outlook

How to share templates

For Microsoft Outlook 2010 (32-bit and 64-bit), Outlook 2007, Outlook 2003.

• Create a new template
• Paste a template into the message
• Manage templates tree
• Share templates
• Back up and transfer your templates
• Quickly find the necessary templates
• Work with the Favorites
• Template Phrases Options
• Manage the add-in pane
• Back to Template Phrases Overview

If you work in a team, you can take advantage of the shared templates feature. You can create shared templates that you can use and improve together with your colleagues.

Here is how it works: you create and export the templates once and store them on a network drive. Now multiple users can add this shared folder to their template tree and use it along with their own templates. This feature is great for sales or support teams.

Create shared templates

1. Create a folder with the templates you want to share.
2. Select the folder, click the Backup & Share icon on the Template Phrases toolbar and select the Export the selected folder option. You can also right-click on the folder in the template list and select the option to Export the selected folder there.
3. Save the xml file to any location accessible by all users who need to work with the shared templates.

Work with shared templates

1. Click the Backup & Share icon on the Template Phrases toolbar and select the Add shared templates option
2. Browse for the file with shared templates and click OK. You will see the folder with shared templates at the end of your template tree. Any changes you make to these templates will be available to all users.

Protect shared templates from being changed

By default you can edit Shared Templates the same way you edit your own. If you want to protect shared templates from any changes, accidental or not, please set the read-only attribute for the file:

• Right-click the file with shared templates in Windows Explorer and select Properties.
• You'll see a Read-only checkbox at the bottom of the window, select it and click OK.

You can also set Permission level to Read only for the folder that contains the file.

Once you do this, your file with the shared templates will become read-only.

See Next

• Back up and transfer your templates

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