Manage your email templates

In Shared Email Templates for Outlook

As soon as you signed in to your Shared Email Templates account, it's time to get to know the add-in pane and the ways to create folders and templates. When you are done with learning how to manage your private folders and templates, move on to sharing templates with your colleagues.

The pane and its elements

You can create private and shared templates and collect them in folders. The storage of your private templates is My Templates. Shared templates are stored in teams. On the grey background is the text of the template you are standing on:
Your Shared Templates account.

To search in the names and content of templates, folders, and teams, type keywords into the Search field and press the Enter key or click the Magnifier icon. Also, you can select text in your message body, click the Magnifier icon and get the list of items that contain this keyword:

Select text in the message body and click Magnifier.

Note. Don't forget to deselect the selected text in the message body before pasting the template!

Also, you can switch to the Selection mode by clicking the icon to the right of the Search field. In the mode, you can check folders and templates and quickly perform the needed operation with them altogether by clicking the Copy, Move, or Delete button at the top:
The selection mode.

Under the Search field there are the five buttons to select the view:
The Shared Email Templates toolbar.

  1. The All Templates view, click it to see all your templates and folders.
  2. Click this icon to see only templates that you marked as Favorite.
  3. Select this view to see only private templates and folders.
  4. This button lets you see all your shared templates.
  5. Click this button to see all your shortcuts.

Create new folder

To create a new folder for your templates, right-click My Templates or a team and select New Folder:
Create new folder.

Enter the name of a folder, description if you like, and click the Save button:
Save the new folder.

Your new folder is saved to My Templates, and when you are standing on it, you can see its name and description on the grey background. You can Edit, Copy, Move, or Delete the folder with the help of the action buttons in the grey area:
The created folder.

Create new template

To create a new template, select the folder you want to create you template in and click the New button:
Create new template.

Tip. You can right-click a folder and pick the New Template in Browser option to open a new template in Shared Email Templates web application:
Create template in browser.

Enter the name of your template, its text, and click Save:
Create new template.

Tip. To turn text in your email into a template, select the required paragraph and start creating a new template by clicking the New button in the bottom left corner. The selected text will appear in the new template:
Create template from selection.

Work with your templates

You will see your new template in a tree view.

When you stand on a template, you can see its content and the possible actions:
Shared Templates toolbar.

  1. The Paste icon, click it to have a template inserted into your email right away. The template will appear where the cursor stands.
    Note. If there is a selected text passage in your message body and you click this icon, the selected text will be deleted and replaced by a template.
  2. Click Edit in Browser to open your template in browser and edit it there. For this, you'll have to log in to your account in web app as well.
  3. Click Edit to open the edit mode and change text, formatting, or name of a template.
  4. Add to Favorites means that your template will be added to the Favorite Templates folder. In this case, you can use the template from both My Templates and Favorite Templates.
  5. If you click the Copy icon, your template will be copied and the add-in will ask to select a folder to paste the template to.
  6. Also, you can Move the template to another folder.
  7. You can Delete your template by clicking this icon.
    Note. There is no opportunity to undelete a template, so, if you delete it, you won't be able to restore it.
  8. For a more handy view, you can click the Maximize button. To get back to the normal view, click the Restore icon in the top right corner.

How to edit template

Note. Please note, if you need rich text formatting for your templates, we recommend that you collect and edit your templates in Outlook and connect an Outlook folder to Shared Email Templates.

In the Edit mode, you can not only adjust the text formatting of your templates but also insert macros, create a table, insert hyperlink, or view HTML:
The Edit mode.

  1. The Formatting toolbar. Select your text and click on the required formatting button to apply the effects.
  2. Click this icon to clear formatting of the selected text.
  3. The Insert Macro button. Learn all the opportunities macros give you on the How to use macros in your templates page.
  4. The Insert Hyperlink button. Select text, click this icon, enter a web address, text, and a tooltip that will appear when you hover over the linked text. Check the Open link in new window box if you want the link to open in new window:
    The Insert hyperlink window.
  5. Click Create Table to quickly insert a table into your template or open the Table Wizard and pick advanced options:
    Insert a table or open the Table Wizard.

    Note. Please note, the same formatting is applied to all the table cells, you cannot format single cells or group of them differently.
    Note. You can apply formatting to a table (background color, border color and style, etc.) only at the moment you create it. After that, it is impossible to make any changes.
  6. The View HTLM button. In this mode, you can edit your template in HTML and all the changes will be saved. But please keep in mind all the peculiarities Outlook has with HTML and CSS.

Export and import templates

You can export the My Templates or team templates and folders even if your license key is not valid anymore and you can't see and use all your templates due to limitations.

Note. We recommend that you use the Shared Email Templates web app in Google Chrome for template export to avoid issues and problems the desktop and online Outlook and other browsers may bring.

Export templates

Note. You cannot export any single folders from My Templates or a team—only all the private templates or the entire team.

To export templates, open the Shared Email Templates web app, right-click on My Templates (or a team), and pick Export:
Click Export.

You will find the downloaded .xml file in Downloads. The name of the exported team (or My Templates if you exported private templates), date and time of the backup are displayed in the name of the file and on the first line (you can open the file with Notepad):

My Templates exported file.

Import templates

To Shared Email Templates, you can import templates in .xml and .ptd formats. For example, when you migrate from Template Phrases for Outlook Online, you export and import a .ptd file.

The content of My Templates or a team will not be affected in any way. New templates/folders will be created by reading them from a file. If the names of templates from the imported file match names of templates that are already present in My Templates or a team, both versions will be preserved.

To import templates, right-click on My Templates (or a team), and pick Import:
Click Import.

Select an .xml or .ptd file and click Open:
Select file.

All templates and folders from the exported file will be imported to My Templates or the team:
Templates and folders imported.

Note. To import templates to a team, you need to have Editor or Admin permissions.

Responses

Hello,

Is it possible to upload existing email template files?

Reply

Hello Olivia,
Thank you for your question. I'm sorry but currently it is not possible to import your existing templates in Shared Email Templates. For now, you can only create new ones by copy-pasting the templates' text.

Reply
Arthur Arellano says:
January 9, 2020 at 4:51 am

I first started with your Template Phrases, then realized you had to manually copy paste each template to all the other in boxes with absolutely no way to import/export all my templates, nor was it cross platform compatible so I had to abandon the software after manually copy pasting 77 templates. The user above is asking the same question we probably are all asking, why is this software so difficult to use, why can't your dev team quickly build an import/export tool? Would be so easy to build from Excel, Word or whatever. Anyway, Ablebits then recommended I use Shared Templates so I was forced to manually add all our templates and unknowingly was blocked from entering anything more than 40. So I spent all this time entering 40 phrases and I'm prevented from entering the rest of our phrases. Where does it say there is a max of 40 templates? Had I known this I would not have wasted even more time. Ablebits doesn't seem to have answers or solutions to users needs. Its basically here's our software use it if you can approach. Its been frustrating trying to set up templates.

Reply

Hello Arthur,

Thank you for your feedback and your criticism. The thing is, Shared Email Templates is currently in an early beta-phase (we’ve published it in the middle of December) and we constantly improve and develop it.

Now, it includes the main features only and we eagerly get all the feedback and criticism from our users. Thank you for sharing it with us.

As for the export/import feature, of course, it is in our roadmap. I suppose it will be available after a couple of next releases.

Limits. Now there are 2 plans available: https://www.ablebits.com/outlook-shared-email-templates/index.php#uslp15-blockid-prices-oset

It looks like you have selected the free plan. So, your templates are limited by 40.

Please keep in mind that we don’t rush to roll out new features to interfere with the add-in’s stability. We test each release thoroughly under all supported platforms so please give us some time 🙂 Thank you.

Reply
Brian Jenkins says:
January 28, 2020 at 5:10 pm

Recently downloaded.

Is there a way to add attachments in a stable format at this time?

Reply
Katerina Bespalaya says:
January 28, 2020 at 5:32 pm

Hello Brian,

Thank you for your interest in our product. You can attach files to your templates from URL or OneDrive in the current version of Shared Email Templates. Please see more details on how to do this here.

If you have any other questions, please let us know.

Reply

Do you think you'll be adding the option to save a template with an attachment? I currently use several templates with PDF attachments and i need them to be saved together so i can quickly send them, vs, having to reattach the PDF each time i'm using the template.

Reply

Hello Nora,

Thank you for your question. The add-in provides an opportunity to attach the file of interest to your template in a few different ways. You can find them all here.

Reply

I don't seem to be able to install Shared Templates to our shared mailbox. We have a support mailbox which is shared, but it won't install. The error we get is: Sorry, we can't complete this operation right now. Please try again later.
It installed to my personal email box straight away without a problem.
Is this a known issue with Shared Email Templates?
Kari

Reply

Hello Kari,

Thank you for your comment. It is possible to use Shared Email Templates in a shared mailbox. But you don't need to install the add-in for the shared account, you just need to install it for your personal one. Open your shared mailbox, click New Message, and choose the necessary email address in the From field, the Shared Email Templates icon will be available in your Ribbon. Start the add-in to get access to your templates.

Reply

Ask a question (posted publicly)

If you have any questions or issues with this add-in, please feel free to post your concerns in the comments area. As soon as we answer, a notification message will be sent to your e-mail. If you do not want to share your thoughts in public, please contact us at support@ablebits.com.