Welcome to Shared Email Templates for Microsoft Outlook! This quick guide will help you get started: set up your account, create teams, and invite your teammates.
Shared Email Templates for Microsoft Outlook / Gmail
How-to videos
These how-to videos will help you to quickly get started with Shared Email Templates and make the most of the add-in functionality. We also have cheat sheets for you—just click the button below :)
Get started
New to Shared Email Templates? This video has you covered—from installing the add-in to getting comfortable with key features, we'll walk you through every step.
Watch this video to learn how to begin using Shared Email Templates if you're added to a team as a read-only user.
If you're a team editor, this video is for you! Learn how to create shared templates with many useful features that your teammates will be happy with :)
If a workmate has invited you to join their account, this video will walk you through what to do next. You'll learn how to install the add-in, sign in, and access team templates right from Outlook.
Create and edit templates
Find out how to quickly make shared email templates either from the ground up or by using email messages you already sent.
Get to know the Shared Email Templates toolbar—your go-to for quick edits and smart tools. Add pictures, insert clickable buttons, fill in message fields, switch signatures—all from one handy place.
Use template shortcuts
Discover how to build dynamic Outlook replies, piece by piece, by using template shortcuts. Easily nest one template inside another to create flexible, reusable responses.
Add fillable fields
This tutorial focuses on how to automatically fill Cc and Bcc addresses, insert the recipient's name into the message body, add images, attachments, dates, and more.
There's a quick way to personalize your Outlook emails—just insert the recipient's name automatically into the greeting. This video shows you how to do this.
This video will show you how to automatically add a personalized greeting line to your email, whether it's for one person or multiple recipients.
This video explains how to create fields for entering a text value, selecting from a dropdown, picking a date or time, and selecting a value from a dataset.
Attach files
If you want to automatically add attachments to your Outlook email messages, watch this video. We hope you'll find it helpful.
By watching this video, you'll learn how to attach a file from OneDrive to your Outlook email template using the Message attachments button.
Find out how to use the Attach macro to add a OneDrive file to a template as an attachment and then use that template for your email reply.
Discover how to attach all files from a OneDrive folder to your email template in Outlook. This video will also be helpful if you share templates.
This video shows you how to attach a file from SharePoint to your Outlook email template with the Message attachments button.
In this video, we'll show you how to add a SharePoint file to a template using a macro and how to use that template to reply to emails.
In this video, we'll demonstrate how to attach all files from a SharePoint folder to your Outlook email template using the Attach macro.
If you need to add a file to your email template but the file isn't on OneDrive or SharePoint yet, you can upload it to your cloud storage right in the add-in.
With this video, you'll learn how to add a reminder to your email template, so you never forget to attach a file to your email message.
Insert pictures
Check out how easy it is to add pictures to templates, whether it's an image from a web link, a picture from OneDrive, or your profile photo from Azure AD.
This video will show you how to add a picture from OneDrive to your email template. You'll also learn how to preview pictures directly in your template.
This tutorial explains how to automatically insert an image from SharePoint into your email using a template and what to do to see the image right in the template.
Discover how to create a custom team property in the add-in, use it to add a picture to your email, and preview the picture in your template.
In this video, you'll learn how to add pictures to your email messages by using email templates. You can simply paste pictures from the clipboard :)
Create and use datasets
By watching this video, you'll find out how to get dataset values inserted into your email messages automatically and interactively.
By watching this video, you'll learn how to add a file column to datasets and use files specified there as email attachments.
If you want to attach a file and insert its name into your email message at the same time, this video is for you. With the help of datasets in the add-in, it's quick and easy to do.
Learn how to add a dropdown to your email template to choose an attachment. This video will also show you how to automatically insert the attachment's name into your email.
Learn how to attach multiple files from a predefined list and add a table with the details you need for your email reply, all at once using a dataset and an email template.
By watching this video, you'll learn how to pull file names into your email as a list and attach the corresponding files with an email template.
Add conditions
In this video, we explain step by step how to automatically insert part of your template into a message only if a specific condition is met.
Discover how to create Insert-if sections in your email template to get them included in an email message by condition.
Use regular expressions
Learn how to use regular expressions in Outlook email templates to tailor your reply for a particular recipient based on the content of their message.
With this video, you'll learn how to insert a section of an email template into your message based on a regular expression condition.
Discover how to easily pull data from datasets and automatically insert them into your Outlook emails using regular expressions.
This tutorial shows how to attach files according to a matching phrase in an email message. All you need is a simple dataset and a bit of help from regular expressions.
Create and manage signatures
This video shows you how to create a professional email signature and use it with your personal templates in Shared Email Templates for Outlook.
In this video, you'll learn how to quickly create an email signature that will work not only for you but also for your colleagues.
By watching this video, you'll learn how to create an email signature your entire team can use along with team templates, without any extra clicks.
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