Listing A To add the code, press AltF11 to open the Visual Basic Editor (VBE).
Create An Email Template In Outlook How To Use ASusan Harkins shows you how to use a macro to retrieve templates, to work smarter.For example, if you often type the same email message, you can create a template that contains your basic message.
You can add formatting, insert graphic files, and even attach a file to the template. Then, when you need to send the email, you retrieve the template instead of typing the text manually. Creating the template is simple, but retrieving it requires several steps and in itself becomes tedious after a while. At this point, you can add the email address, customize the message if necessary, and click Send. Its much more efficient than creating the same email over and over or even retrieving a template manually. Im using Outlook 2013, but Ill include instructions for 2010 and 2007 when different. I dont cover Outlook 2003.) Theres no downloadable demonstration file. Fortunately, theyre easy to create, but if you have one already, you can skip this section. If not, lets create a simple email message and save it as a template file: In the Mail window, click New Email from the New group on the Home tab. In the resulting email window, type the message, and make all changes and additions that belong to this template ( Figure A ). For example, I attached a Word file and inserted clip art in the signature. Figure A When the email message is ready, click the File tab (Menu in 2007) and choose Save As in the left pane. In the resulting dialog, choose Outlook Template (.oft) from the Save as type drop-down. Enter a name for the template, such as FieldTripInfo ( Figure B ). If youve displayed the Developer tab, you can click it, and then click Choose Form in the Custom Forms group. In 2007, select Forms from the Tools menu, and then select Choose Form. Figure C In the resulting dialog, choose User Templates in File System from the Look In drop-down ( Figure D ). Instead, select the path above the template list and copy it to an open text editing document--or you can write it down if you like. In the next section, youre going to appreciate this extra step. At this point, youre ready to complete the message: add an email address, attach the promised invoice, and finish the greeting by adding someones name. Fortunately, you can bypass this route altogether by creating a macro. The CreateItemFromTemplate method opens the FieldTripInfo.oft file to create a new email message. Create An Email Template In Outlook Update The HighlightedRemember to update the highlighted path when customizing this procedure for your own templates.) Notice that the path is the same as the one you copied earlier, except Ive replaced.oft with the templates name.
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