This feature is inspired by our customers' requests and feedback. Template shortcuts can be interpreted as templates for templates. You can create a number of template shortcuts and then construct your templates or email messages by using them in different combinations and order.
Find the full video transcript on the Webinar 1: Use templates and shortcuts page.
Shortcuts are based on templates, so, you can create a shortcut from an existing template or a new one.
To create a new template, select the folder and click the New button:
Enter the name of your template, text, and click the Edit Shortcut icon:
Type in a name for your template shortcut (you can use both upper and lower case) and click Save:
You'll see the name of your shortcut in blue:
Click the Save button to save your template.
Also, you can take an existing template and create a shortcut of it. In the template tree, stand on the template of interest and right in the preview pane click on the Edit Shortcut icon:
Type in a name for your template shortcut (you can use both upper and lower case) and click Save:
You'll see the name of your template shortcut in blue:
You can create a number of template shortcuts and insert them right into your message body in Outlook. Also, you can use shortcuts to design ready-made reply templates.
To use template shortcuts in your email messages, type in the shortcuts' names directly into the message body in the order you want them to appear in your letter. To turn the shortcuts' names into text, click the Handle Shortcuts button in the bottom right corner of the add-in pane:
Voila, shortcuts are processed and your message is ready:
Also, you can use template shortcuts as building blocks to construct email templates.
Create a new template and enter the names of your shortcuts in the order you want them to appear in the text field:
Save your template.
When you paste this template into your message, text of the shortcuts will appear:
