How to manage templates tree in Outlook

Template Phrases add-in for Outlook help

Inserting text templates in Outlook

Template Phrases for Outlook is a helpful tool for inserting ready-to-paste texts in your email messages. When you create a new email, you can see the add-in pane next to your letter in Outlook. You can organize your templates into folders and subfolders that you will see on the pane in a tree view. When there are numerous phrases saved, you may find it helpful to be able to modify your Outlook templates folders or have the possibility to delete them.

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Create a new folder in the templates tree

If you use email templates in Outlook on a daily basis you should have dozens of them. So it can be a good idea to organize them into folders.

  • To create a new folder in the template tree, select the place in the template tree where you want to have it, click on the Plus icon and select the New folder item. Click on this icon to create a new folder You can also right-click on the place in the templates tree where you'd like to have the new folder and select the Create folder option.
  • You will see a dialog box where you can enter the new folder name. Enter new folder name in this dialog box
  • Click OK and you'll see the new folder in the template tree.

Edit folder names

  • Select a folder in the list.
  • Press F2 or the Edit icon on the Template Phrases toolbar. Modify Outlook templates using the Edit option You can also right-click on the folder and select the Edit option.
  • Modify the template folder name and click OK.

Delete a template in Outlook

  • Select a template or a folder you want to delete and press the Del key or the Delete icon on the Outlook Template Phrases toolbar. Delete template or folder by clicking this icon You can also right-click on the folder or template and select the Delete option
Note. The folder is deleted permanently with all its templates and subfolders.

Move email templates/folders

To change the position of an email template or folder, just drag and drop it to where you want it to be.

If you want to rearrange or organize lots of Outlook templates and folders, benefit from the Manage Templates option:

  • Open Outlook and go to tab
  • Click on the Manage Templates icon
  • The Template Phrases pane will open in a new window
  • You can change the size of this window and organize or rearrange the text templates the way you like.

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