Shared Email Templates for Microsoft Outlook

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 :)

Cheat sheets

Video: How to install, start, sign up, invite colleagues, and create teams

Watch this video to easily add Shared Email Templates to your Outlook, create an account, invite your workmates, and create teams.

Video: How to get started for read-only users

Watch this video to learn how to start using Shared Email Templates if you're added to a team as a read-only user.

How to join an account in Shared Email Templates

If your workmate has invited you to their account, this video will help you to get started. You'll see how to install SET, sign in, and access team templates.

Video: How to create and manage templates

Learn how to make your templates either from the ground up or by using email messages you already sent.

Video: How to edit email templates

Use the template editor toolbar to insert macros, pictures, buttons, or a signature, fill in message fields, add attachments, and bind tables to datasets.

Video: How to create auto-fillable fields

This tutorial focuses on how to automatically fill the Cc field, insert the recipient's name into the message body, as well as add images, attachments, and dates.

Video: How to add interactive fields to Outlook messages

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.

Video: How to attach files to Outlook messages automatically

If you want to automatically add attachments to your Outlook email messages, watch this video. We hope you'll find it helpful.

Video: How to use images in Outlook email templates

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.

Video: How to use nested templates as building blocks for Outlook messages

Learn how to make shortcuts for your templates. This lets you easily nest them inside other templates and use as building blocks for your email messages.

Video: How to add conditions to different parts of a template

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.

Video: How to populate emails with data from datasets

By watching this video, you'll find out how to get dataset values inserted into your email messages automatically and interactively.

Video: How to use regular expressions in Outlook email templates

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.

Video: How to add a regex condition to a template part

With this video, you'll learn how to insert a section of an email template into your message based on a regular expression condition.

Video: How to fetch table data with regexes and use them in Outlook emails

Discover how to easily pull data from datasets and automatically insert them into your Outlook emails using regular expressions.

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