How to create and manage a personal account

In Outlook desktop

Start replying to an email message or composing a new one. Then click Shared Email Templates in the ribbon:

In Outlook Online

Start replying to an email message or composing a new one. Then click the three dots and select Shared Email Templates in the menu:

In Outlook for Mac

• In the New Outlook for Mac, start replying to an email message or composing a new one. Then click the three dots above the message and select Shared Email Templates in the dropdown list:

• In the older version of Outlook for Mac, start replying to an email message or composing a new one, and then click Shared Email Templates in the ribbon:
  

Troubleshooting

• If you cannot install the add-in, it might mean that the installation is prohibited by you or your system administrator.
• If you cannot start the add-in, it might mean that your system administrator prevented you from running it.
• If the add-in works incorrectly, for example, if you have to sign in to it every time you start your Outlook, it might mean that the Office cache is cleared. One of the options that clears the Office cache is Next time Office starts, clear all previously-started web add-ins cache in Microsoft Excel Trust Center. It clears cache not only in Excel but also in Outlook. You can find that option by going to File → Options → Trust Center → Trust Center Settings → Trusted Add-in Catalogs.

  For the add-in to work correctly, make sure that the checkboxes on the Trusted Add-in Catalogs tab are not selected:
  

  Or, contact your system administrator.

Sign up with email

• Start Shared Email Templates in your Outlook and click Sign up on the add-in pane:

• Select the Sign up with email button:

• Decide which account you need: a company account or a personal one. Here are the differences between them:

  Personal account	Company account
  A personal account suits you well if you're going to use your templates yourself or share them within a small team.	A company account is designed to address the needs of large teams that are managed by company administrators.
  You can create your account on your own.	Only company administrators can create accounts for their users.
  You can create a team and invite other people to join it.	Only company administrators can manage users and teams.
  You need to activate your subscription yourself.	Only company administrators can assign subscription keys to their users.
  Inviting a company account user to a personal team is not possible.	Adding a personal account user to a company team is not possible.

  If you're going to create a company account, find our step-by-step instructions here. If you want to create a personal account, switch to the Personal tab:

• You'll see a registration form:

• Enter the required details, accept the Shared Email Templates Terms of use and Privacy policy, and click Sign up.

Sign up with Microsoft

• Open the Shared Email Templates pane in your Outlook and click Sign up:

• Select the Sign up with Microsoft button:

• A Microsoft dialog window will show up. Sign in to your Microsoft work or school account to proceed. Then you'll be asked to accept the Shared Email Templates permissions:
  
• As soon as the requested permissions are granted, you'll see a registration form. Check the First name and Last name fields. If you accept the Shared Email Templates Terms of use and Privacy policy, select the corresponding checkbox, and then click Sign up:

Your Shared Email Templates account is created.

Sign in with email

• Select the Sign in with email button on the Shared Email Templates pane:

• Then enter your username or email address and password. Click Sign in:

Sign in with Microsoft

• Click the Sign in with Microsoft button on the add-in pane in your Outlook:

• In the Microsoft dialog window that will show up, select your Microsoft work or school account that you want to sign in with.

My Account

To edit your account, click the Edit Account icon:

You can change your name, email, date of birth, and password. You can choose between two macros styles: Default and Dashed. You can also delete your account if you want to.

To keep the changes you've made, click the Save Changes button.

My License

The My License section contains information on the current subscription plan and its expiration date. Here you can activate and deactivate your subscription key.

If the automatic renewal of your subscription is enabled, there's a check mark next to Auto-renewal:

When the subscription period is almost over, the Renew button appears, and you can click it to renew your subscription manually by placing a renewal order.

Or, if auto-renewal is on and the card that was used for the original order is still valid, you can wait until the subscription is renewed automatically.

In both cases, you won't need to enter and activate the subscription key—it doesn't change. Only the expiration date gets extended.

To turn auto-renewal off, clear the Auto-renewal checkbox. As soon as the automatic renewal of your subscription is canceled, a confirmation email from 2Checkout is to be delivered.

My Properties

To see the properties of your account or create new ones, click the Edit properties icon:

To learn more about account and team properties, refer to the How to use team and profile properties manual.

My Teams

If you've already created or joined some teams, you'll see their list in the My Teams section. On the right of a team's name, your user permissions will be stated.