Cheat sheets and how-to videos

Shared Email Templates for Microsoft Outlook

Hi, thank you for dropping in!

It's great to see you're going to take a look at Shared Email Templates cheat sheets and how-to videos. This is definitely the quickest way to get started ;)

How-to videos

Video: How to install, start, sign up, invite colleagues, and create teams

How to install, start, sign up, invite colleagues, and create teams

Watch this video to easily add Shared Email Templates to your Outlook, create an account, invite your workmates, and create teams.

Run time: 03:15

Video: How to create and manage templates

How to create and manage templates

Watch this video to learn how to make your templates either from the ground up or by using email messages you already sent.

Run time: 04:24

Video: How to edit templates

How to edit templates

See the Shared Email Templates editor toolbar in action to easily insert macros, pictures, or buttons, fill in message fields, add attachments, switch between signatures, and bind tables to datasets.

Run time: 02:59

Video: How to create auto-fillable fields

How to create auto-fillable fields

Watch this video to learn how to automatically fill the Cc field, insert the name of your addressee into the body of an email message, and add images, attachments, and dates with Shared Email Templates.

Run time: 04:16

How to add interactive fields to Outlook messages

How to add interactive fields to Outlook messages

Watch this video to easily create fields for entering a text value, selecting from a dropdown, picking a date or time, and selecting a value from a dataset.

Run time: 03:48

How to attach files to Outlook messages automatically

How to attach files to Outlook messages automatically

Watch this video if you want to automatically add attachments to your email messages in Outlook.

Run time: 03:09

How to use images in email templates for Outlook

How to use images in email templates for Outlook

See how easy it is to use pictures in templates, and it doesn't matter if it's an image from a URL, a picture from OneDrive, or your profile photo from Azure AD.

Run time: 03:08

How to use nested templates as building blocks for Outlook messages

How to use nested templates as building blocks for Outlook messages

This video shows how to create shortcuts for your templates to easily nest them within other templates and use as building blocks for email messages.

Run time: 03:08

How to add conditions to email template parts

How to add conditions to email template parts

Watch this video to learn how to get a part of your template automatically inserted into an Outlook message only if a certain condition is met.

Run time: 03:53

Cheat sheets

Responses

Alexandra Paget says:
March 22, 2023 at 2:05 pm

I can't have access to the attachments from SharePoint because it says "Can't get items from SharePoint Bad Gateway"
What can I do?

Hello Alexandra,

Thank you for the follow-up. We have checked our servers and they work correctly on our end.

Please try the following solutions to resolve the problem:
1 Contact your Microsoft 365 organization admin and ask if they have changed the accessibility setup to SharePoint files. Have you noticed any other SharePoint settings have been changed recently?
2 Try to copy the necessary files from SharePoint to OneDrive and change the existing macros in your templates to 'Attach from OneDrive'. Will they work correctly this way? Do you still get any error message?

Please update on the result. Thank you.

I rarely write reviews. But your application I simply love.
I used it for quite a long time, it is incredibly intuitive. Eeven without reading the manual, by trial and error I discovered all the functions I needed, Now I sometimes go to your site and check out the promotions, I would pay for my license myself but "company policy" does not allow it.

Warm regards from Poland

Will SET eventually have the capability to pull images and file attachments from the hard drive. My organization will not grant OneDrive/SPOL access to 3rd party software.

I am SO HAPPY I came across this product - I'm super happy with the versatility of the templates - thank you!

Hello Trisha,

Thank you for your comment. I'm glad to know you enjoy using our product. If it's not too much trouble for you, I would appreciate it if you rate our app and write a few words on Microsoft Office Store. This motivates me to continue providing the best experience possible for you and helps others understand how our product and support service can make their life easier. Thank you in advance.

Im Wicked excited about these Templates. Y'all ROCK for getting this into everyone's hands Now I can sound like a PRO since all the writing is like the words out of my mouth! only better

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