Cheat sheets for Shared Email Templates

Easy way to get started

Find all the Shared Email Templates cheat sheets on this page. In the list below, click the cheat sheet of interest to open it in your browser or download a PDF file.

Why cheat sheets? They will help you quickly get started with the add-in. However, even if you've been already using Shared Email Templates for a while and probably know the basic features, a quick look through the cheat sheets may help you discover more functionality for your tasks.

Shared Email Templates: General overview
1. Shared Email Templates: General overview
User interface
2. User interface
Create and manage email templates
3. Create and manage email templates
Organize email templates
4. Organize email templates
Macros
5. Macros
Insert pictures
6. Insert pictures
Attach files
7. Attach files
Add fillable fields (WhatToEnter macro guide)
8. Add fillable fields (WhatToEnter macro guide)
Datasets
9. Datasets
Template shortcuts
10. Template shortcuts
Share templates (create and manage teams)
11. Share templates (create and manage teams)
Mail merge
12. Mail merge
Signatures
13. Signatures
Signatures
14. Create and manage a personal account
Signatures
15. Create and manage a company account