Shared Email Templates for Outlook is an account-based service, so, first of all, let's start the add-in and create your account. When you're registered and your email is confirmed, you'll be able to activate your subscription key and create templates and teams.
Start replying to an email message or composing a new one. Then click Shared Email Templates in the ribbon:
Start replying to an email message or composing a new one. Then click the three dots and select Shared Email Templates in the menu:
The Shared Email Templates add-in offers two sign-up options:
Your Shared Email Templates account is created.
To manage your profile, click the three dots in the lower-right corner of the add-in pane and select Profile:
You'll see four sections: My Account, My License, My Properties, and My Teams.
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.
To learn more, visit these help pages:
Inserting images from OneDrive and SharePoint: SSO
Attaching files from OneDrive and SharePoint: SSO
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.
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.
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.
You can make a request for the personal data associated with your profile (except for passwords) by going to Profile → My Account → Request my account data:
As soon as you click Request my account data, an email message containing the requested information will be sent to the email address that is stated in your Shared Email Templates account. If the message is missing from your inbox, check your junk email.
If you want to delete your account, click the three dots in the lower-right corner of the add-in pane and select Profile:
Then click the Edit Account icon:
To delete your account, click Delete account and all my details at the bottom of the add-in pane: