Shared Email Templates for Outlook was created to save your time. With this tool, you can use your templates in any Outlook, whether desktop or online, including Outlook for Windows, Outlook for Mac, and Outlook on the web. As all templates are stored in a sharing cloud-based service, you can easily share them with your colleagues united into one or several teams.
To start using Shared Email Templates, simply install the add-in, sign up, create a team, and invite your mates. If you have security concerns, just encrypt your team templates with your own team password.
When you run Shared Email Templates in your Outlook, you'll see the add-in pane:
Type any text into the Search field to search in the names and contents of templates, folders, and teams. Click Aa to make the search case-sensitive.
Also, you can select some text in your message body, click the magnifier icon, and get the list of items that contain this text. Don't forget to deselect the selected text in the message body before pasting the template!
Take advantage of Selection Mode to select several items and copy, move, or delete them at once.
Select the view: All Templates, Favorite Templates, My Templates, Team Templates, Shortcuts, Mail Merge (you can use Mail Merge only if this feature is included in your subscription plan), or Signatures.
You can add any template to Favorite Templates by right-clicking it and selecting Add to Favorites.
The default personal folders are Favorite Templates and My Templates. You can create new subfolders for your templates.
You can link an Outlook folder with your drafts to Shared Email Templates and use these drafts as templates. Linked folders are marked with a blue letter 'O'.
Your templates are collected in folders: All Templates, Favorite Templates, My Templates, Team Templates, Shortcuts, Mail Merge (you can use Mail Merge only if this feature is included in your subscription plan), and Signatures. This toolbar lets you filter all templates by the selected folder.
After selecting a template, you'll be able to see its contents on the right and edit it.
Click the plus sign to create a new template, folder, or team.
If there are unread notifications, you'll see this icon.