{"id":141647,"date":"2024-09-30T00:02:04","date_gmt":"2024-09-30T04:02:04","guid":{"rendered":"https:\/\/davescomputertips.com\/?p=141647"},"modified":"2024-09-30T00:02:04","modified_gmt":"2024-09-30T04:02:04","slug":"how-to-create-outlook-templates","status":"publish","type":"post","link":"https:\/\/davescomputertips.com\/how-to-create-outlook-templates\/","title":{"rendered":"How To Create Outlook Templates"},"content":{"rendered":"<div id=\"daves-34309242\" class=\"daves-single-post-before-content\" style=\"margin-bottom: 25px;\"><script async src=\"\/\/pagead2.googlesyndication.com\/pagead\/js\/adsbygoogle.js?client=ca-pub-7205184075006101\" crossorigin=\"anonymous\"><\/script><ins class=\"adsbygoogle\" style=\"display:block;\" data-ad-client=\"ca-pub-7205184075006101\" \ndata-ad-slot=\"2700504761\" \ndata-ad-format=\"auto\" data-full-width-responsive=\"false\"><\/ins>\n<script> \n(adsbygoogle = window.adsbygoogle || []).push({}); \n<\/script>\n<\/div><h2>How To Create An Outlook Template<\/h2>\n<p><a href=\"https:\/\/davescomputertips.com\/?s=outlook\">Outlook<\/a> gives users the ability to create templates that can be used repeatedly, they:<\/p>\n<ul>\n<li>Ensure consistency allowing you to maintain a professional repeating format<\/li>\n<li>Increase efficiency by not repeating previously created content<\/li>\n<li>Prevents starting from scratch each time<\/li>\n<li>Customize a template and strengthen your brand<\/li>\n<li>Reduce errors of omission<\/li>\n<li>Use voting buttons to get fast responses from group mailings<\/li>\n<\/ul>\n<p>Templates are great for business and personal use, social meetings, football or sports pools, or neighborhood newsletters.<\/p>\n<h2>Creating Templates<\/h2>\n<p>Templates in <a href=\"https:\/\/davescomputertips.com\/?s=outlook\">Outlook<\/a> are fast and easy to create. The instructions are slightly different when using the Classic or Simplified ribbon, but both will get the job done. This article will focus on standard <a href=\"https:\/\/davescomputertips.com\/?s=outlook\">Outlook<\/a> with the classic ribbon but show the simplified version for clarity when needed.<\/p>\n<p>To create the template simply click on \u201cNew Mail\u201d from the Home screen and compose your email as you normally would. Include any special formatting you wish like fonts, color layout, etc. They can always be changed in the future.<a title=\"\" href=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Email-Menu-And-Ribbons.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-141678\" src=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Email-Menu-And-Ribbons.jpg\" alt=\"email-menu-and-ribbons\" width=\"565\" height=\"248\" srcset=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Email-Menu-And-Ribbons.jpg 565w, https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Email-Menu-And-Ribbons-350x154.jpg 350w, https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Email-Menu-And-Ribbons-150x66.jpg 150w\" sizes=\"(max-width: 565px) 100vw, 565px\" \/><\/a><\/p><div id=\"daves-460108571\" class=\"daves-single-post-in-content\" style=\"margin-bottom: 25px;\"><script async src=\"\/\/pagead2.googlesyndication.com\/pagead\/js\/adsbygoogle.js?client=ca-pub-7205184075006101\" crossorigin=\"anonymous\"><\/script><ins class=\"adsbygoogle\" style=\"display:block;\" data-ad-client=\"ca-pub-7205184075006101\" \ndata-ad-slot=\"2700504761\" \ndata-ad-format=\"auto\" data-full-width-responsive=\"false\"><\/ins>\n<script> \n(adsbygoogle = window.adsbygoogle || []).push({}); \n<\/script>\n<\/div>\n<p>When finished with the email, choose File &gt; Save As. In the \u201cfile type\u201d ensure Outlook Template (*.oft) is selected.<a title=\"\" href=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/File-Type-Outlook-Template.jpg\"><img decoding=\"async\" class=\"aligncenter size-large wp-image-141682\" title=\"\" src=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/File-Type-Outlook-Template-640x120.jpg\" alt=\"file-type-outlook-template\" width=\"640\" height=\"120\" srcset=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/File-Type-Outlook-Template-640x120.jpg 640w, https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/File-Type-Outlook-Template-350x66.jpg 350w, https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/File-Type-Outlook-Template-150x28.jpg 150w, https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/File-Type-Outlook-Template-768x144.jpg 768w, https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/File-Type-Outlook-Template.jpg 810w\" sizes=\"(max-width: 640px) 100vw, 640px\" \/><\/a> Finally, make sure to give the saved file a name. That is all there is to it. You now have an Outlook template you can open without repeating any steps.<\/p>\n<p style=\"padding-left: 40px;\"><em><strong>Note<\/strong>: If you do make changes to the template, YOU MUST use \u201cSave As\u201d again, to save the changes, Using \u201cSave\u201d will not update a template.<\/em><\/p>\n<h2>Opening A Template<\/h2>\n<p>To use a template, do the following:<\/p>\n<ol>\n<li>On the home tab, click on the down arrow next to New Items in Classic View or New Email in Simplified View. <a title=\"\" href=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Opening-A-Template.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-141683\" src=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Opening-A-Template.jpg\" alt=\"opening-a-template\" width=\"396\" height=\"425\" srcset=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Opening-A-Template.jpg 396w, https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Opening-A-Template-350x376.jpg 350w, https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Opening-A-Template-140x150.jpg 140w\" sizes=\"(max-width: 396px) 100vw, 396px\" \/><\/a><\/li>\n<li>Select More Items &gt; Choose Form. This will open a window showing several locations where your template could be located.<\/li>\n<li>Click on the down arrow next to \u201clook in\u201d and choose \u201cUser Templates in File System\u201d This is the default save location.<a title=\"\" href=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Choose-Form.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-141687\" src=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Choose-Form.jpg\" alt=\"choose-form\" width=\"503\" height=\"436\" srcset=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Choose-Form.jpg 503w, https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Choose-Form-350x303.jpg 350w, https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Choose-Form-150x130.jpg 150w\" sizes=\"(max-width: 503px) 100vw, 503px\" \/><\/a><\/li>\n<li>All previously created Templates will be present. Select the Template name you wish to use.<\/li>\n<li>Outlook New does not yet have a template feature.<\/li>\n<\/ol>\n<h2>Email Groups<\/h2>\n<p>Once you have created a template you may \u201cSave As\u201d and \u201cOpen\u201d it as many <a title=\"Time Saving Outlook Shortcuts\" href=\"https:\/\/davescomputertips.com\/time-saving-outlook-shortcuts\/\" data-wpil-monitor-id=\"61\">times<\/a> as you wish. Normally, templates are created to allow you to send out one document to several people. If you want to <a title=\"How To Create eMail Filters\" href=\"https:\/\/davescomputertips.com\/how-to-create-email-filters\/\" data-wpil-monitor-id=\"62\">create an Email<\/a> Group, follow the step-by-step process below:<\/p><div id=\"daves-2419634749\" class=\"daves-single-post-in-content-2\" style=\"margin-bottom: 25px;\"><script async src=\"\/\/pagead2.googlesyndication.com\/pagead\/js\/adsbygoogle.js?client=ca-pub-7205184075006101\" crossorigin=\"anonymous\"><\/script><ins class=\"adsbygoogle\" style=\"display:block;\" data-ad-client=\"ca-pub-7205184075006101\" \ndata-ad-slot=\"2700504761\" \ndata-ad-format=\"auto\" data-full-width-responsive=\"false\"><\/ins>\n<script> \n(adsbygoogle = window.adsbygoogle || []).push({}); \n<\/script>\n<\/div>\n<ol>\n<li>Click on the People Icon on the left of Outlook.<\/li>\n<li>Choose a New Contact Group.<\/li>\n<li>A list of contacts will appear.<a title=\"\" href=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Creating-A-Contact-Group.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-141681\" src=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Creating-A-Contact-Group.jpg\" alt=\"create-a-contacct-group\" width=\"398\" height=\"264\" srcset=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Creating-A-Contact-Group.jpg 398w, https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Creating-A-Contact-Group-350x232.jpg 350w, https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Creating-A-Contact-Group-150x99.jpg 150w\" sizes=\"(max-width: 398px) 100vw, 398px\" \/><\/a><\/li>\n<li>In the new window that opens select \u201cAdd Members\u201d.<a title=\"\" href=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Add-Members-To-Group.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-141679 size-medium\" title=\"\" src=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Add-Members-To-Group-350x133.jpg\" alt=\"add-members-to-a-group\" width=\"350\" height=\"133\" srcset=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Add-Members-To-Group-350x133.jpg 350w, https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Add-Members-To-Group-640x243.jpg 640w, https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Add-Members-To-Group-150x57.jpg 150w, https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Add-Members-To-Group-768x291.jpg 768w, https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Add-Members-To-Group.jpg 801w\" sizes=\"(max-width: 350px) 100vw, 350px\" \/><\/a><\/li>\n<li>In the drop-down menu choose where the members are located. Use Address Book.\n<ol>\n<li>Note: If you do not already have existing contacts you may import or create them.<\/li>\n<\/ol>\n<\/li>\n<li>Open the Address Book and double-click on a name to add it to the group. Continue to add names until all are included.<\/li>\n<li>Give the Group a Name.<\/li>\n<li>Click on Save and Close.<\/li>\n<li>The next time you create an email to send to the group, enter the name you used for the group. i.e. \u201cTeam A\u201d.<\/li>\n<\/ol>\n<h3><strong>Adding New Members To An Existing Group<\/strong><\/h3>\n<ol>\n<li>In the home tab click on the People icon in the left column.<\/li>\n<li>Scroll down and locate the group\u2019s name you wish to edit.<\/li>\n<li>Click on \u201cEdit Contact\u201d In the window that opens select \u201cAdd Members\u201d use the address book and double click on the names of the member(s) you wish to add.<a title=\"\" href=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Opening-A-Template.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-141683\" src=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Opening-A-Template.jpg\" alt=\"opening-a-template\" width=\"396\" height=\"425\" srcset=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Opening-A-Template.jpg 396w, https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Opening-A-Template-350x376.jpg 350w, https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Opening-A-Template-140x150.jpg 140w\" sizes=\"(max-width: 396px) 100vw, 396px\" \/><\/a> <a href=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Add-or-Delete-Members.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-141689\" src=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Add-or-Delete-Members.jpg\" alt=\"add-or-delete-members\" width=\"405\" height=\"293\" srcset=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Add-or-Delete-Members.jpg 405w, https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Add-or-Delete-Members-350x253.jpg 350w, https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Add-or-Delete-Members-150x109.jpg 150w\" sizes=\"(max-width: 405px) 100vw, 405px\" \/><\/a><\/li>\n<li>Save and Close. Your group will now include the additional members.<\/li>\n<li>To delete a member from the group.<\/li>\n<li>Choose the member and select the Remove Member icon or hit the Delete Key on the keyboard.<\/li>\n<\/ol>\n<h2>Voting Buttons<\/h2>\n<p>When templates are used for large groups the person sending out the template might want a quick Yes or No answer and having the ability to Insert Voting Buttons allows you to do that.<\/p>\n<ol>\n<li>Open your previously created template. Select \u201cOptions\u201d from the Classic menu or &#8220;Use Voting Buttons&#8221; from the Simplified ribbon.<a title=\"\" href=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Use-Voting-Buttons.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-141684\" src=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Use-Voting-Buttons.jpg\" alt=\"use-voting-buttons\" width=\"241\" height=\"201\" srcset=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Use-Voting-Buttons.jpg 241w, https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Use-Voting-Buttons-150x125.jpg 150w\" sizes=\"(max-width: 241px) 100vw, 241px\" \/><\/a><\/li>\n<li>Click on the arrow near \u201cUse Voting Buttons\u201d.<\/li>\n<li>Create the <a title=\"How to Use Outlook 2010 Voting Options\" href=\"https:\/\/davescomputertips.com\/how-to-use-outlook-2010-voting-options\/\" data-wpil-monitor-id=\"60\">Voting options<\/a> you want. Your choices are:\n<ol>\n<li>Yes, No<\/li>\n<li>Approve, Reject<\/li>\n<li>Yes, No, Maybe<\/li>\n<li>Custom &#8211; Clicking on Custom will open the Properties window where you may create a custom vote by adding any items separated by a semicolon.<a title=\"\" href=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Create-Your-Own-Voting-List.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-141680\" src=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Create-Your-Own-Voting-List.jpg\" alt=\"create-your-own-voting-list\" width=\"579\" height=\"441\" srcset=\"https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Create-Your-Own-Voting-List.jpg 579w, https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Create-Your-Own-Voting-List-350x267.jpg 350w, https:\/\/davescomputertips.com\/wp-content\/uploads\/2024\/09\/Create-Your-Own-Voting-List-150x114.jpg 150w\" sizes=\"(max-width: 579px) 100vw, 579px\" \/><\/a><\/li>\n<\/ol>\n<\/li>\n<li>Once sent, the recipient(s) only have to click one option and the reply will automatically be sent to you or a contact you designate.<\/li>\n<li>If you wish, you can request a delivery or read notification to ensure all members see the notice.<\/li>\n<\/ol>\n<h2>Summary<\/h2>\n<p>Email Templates with Groups and Vote Buttons are a great way to have members respond effortlessly and ensure you of dependable formatting for each template.<\/p>\n<p>&#8212;<\/p>\n<div id=\"daves-2707451109\" class=\"daves-after-content\"><script async src=\"\/\/pagead2.googlesyndication.com\/pagead\/js\/adsbygoogle.js?client=ca-pub-7205184075006101\" crossorigin=\"anonymous\"><\/script><ins class=\"adsbygoogle\" style=\"display:block;\" data-ad-client=\"ca-pub-7205184075006101\" \ndata-ad-slot=\"3225321574\" \ndata-ad-format=\"autorelaxed\" data-full-width-responsive=\"false\"><\/ins>\n<script> \n(adsbygoogle = window.adsbygoogle || []).push({}); \n<\/script>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>How To Create An Outlook Template Outlook gives users the ability to create templates that can be used repeatedly, they: Ensure consistency allowing you to maintain a professional repeating format Increase efficiency by not repeating previously created content Prevents starting from scratch each time Customize [&hellip;]<\/p>\n","protected":false},"author":2041,"featured_media":62622,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[56,17,200,478],"tags":[13740],"class_list":["post-141647","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-email","category-how","category-microsoft-outlook","category-microsoft-windows","tag-outlook-templates"],"_links":{"self":[{"href":"https:\/\/davescomputertips.com\/wp-json\/wp\/v2\/posts\/141647","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/davescomputertips.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/davescomputertips.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/davescomputertips.com\/wp-json\/wp\/v2\/users\/2041"}],"replies":[{"embeddable":true,"href":"https:\/\/davescomputertips.com\/wp-json\/wp\/v2\/comments?post=141647"}],"version-history":[{"count":0,"href":"https:\/\/davescomputertips.com\/wp-json\/wp\/v2\/posts\/141647\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/davescomputertips.com\/wp-json\/wp\/v2\/media\/62622"}],"wp:attachment":[{"href":"https:\/\/davescomputertips.com\/wp-json\/wp\/v2\/media?parent=141647"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/davescomputertips.com\/wp-json\/wp\/v2\/categories?post=141647"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/davescomputertips.com\/wp-json\/wp\/v2\/tags?post=141647"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}