Introduction to Shared Email Templates

Empower your Outlook experience

Shared Email Templates is a brand-new Outlook add-in to empower your emailing experience. 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 your templates, simply install the add-in via the Microsoft Office Store, sign in, create a team and invite your mates. If you have security concerns, just encrypt your templates with your own secret key.

• Video: How to sign in, add templates, share them
• Supported versions
• Shared Email Templates in Outlook
• Shared Email Templates in your browser
• Documentation and how-to guides

Supported versions

Please note that Outlook should be connected to your Office 365, Outlook.com or Exchange 2016+ account.

Shared Email Templates in Outlook

When you run Shared Email Templates in your Outlook, you will see the following pane that lets you:

1. Search folders and templates by keywords and take advantage of the Selection mode.
2. Select the view: All Templates, Favorite Templates, My Templates, or Shared Templates.
3. You can add any template to Favorite Templates by right-clicking it and selecting Add to Favorites.
4. The default personal folders are Favorite Templates and My Templates. You can create new sub-folders for your templates, private or shared.
5. 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".
6. You can create ready-made reply templates only or use snippets to construct your emails and templates. Templates that are snippets have a blue "#" sign before the name.
7. Shared templates are stored in teams. You can invite members to your teams and share templates with them.
8. To secure your privacy, you can encrypt your team. Encrypted teams have a small key sign on the label.
9. These are the template actions: Paste, Edit in Browser, Edit, Add to Favorites, Copy, Move, Delete.
10. If your template is a snippet, you can click here to quickly rename it.
11. When you stand on a template, you can see its contents on the grey background.
12. You can create new folders, templates, and teams with the help of the New button:
    
13. The Handle Snippets button, you'll need to click it if you use snippets to create your emails.
14. By clicking the three dots, you can go to your profile, sign out, get online help, view logs, ask us a question, or see the version of the product you use:
    

Shared Email Templates in your browser

You can manage your templates and teams in a browser. Simply open the Shared Email Templates home page and log in:

1. Your templates are collected by folders: All Templates, Favorite Templates, My Templates, and Shared Templates. This toolbar lets you filter all templates by the selected folder.
2. When you stand on a template, you can see its contents on the right. If the template is a snippet, it will have a "#" sign before its name.
3. Click the Plus sign to create a new template, team, or folder:
   
4. Click the three dots to open your profile, sign out, get online help, view logs, ask a question, or see the version of the product you use:
   
5. These are the template actions: Edit, Add to Favorites, Copy to clipboard, Copy, Move, Delete, Get help, & Maximize the window.

Documentation and how-to guides

• Install, update, uninstall the tool
• Accept invitation to a team and start using the tool
• Create and delete your account
• Activate the license key
• Create and manage templates
• Import templates from Template Phrases for Outlook Online
• Use Outlook drafts as templates
• Create and manage teams
• How to use macros in your templates
• How to create and use snippets
• How to attach files to your templates
• 4 ways to insert pictures into your templates
• Create and use team, profile, mailbox properties
• Сomplete list of macros for your templates
• Deploy the tool in Microsoft Outlook
• Tips & tricks
• Release notes
• Privacy Policy
• End-User License Agreement