Hi, You said you cannot include an attachment in a template(oft). But this is the only way to just do that! It is great for attachments which cannot be used by the other methods in Outlook.
Thx so much for this helpful video, I created an ActiveX controls oft template with your help. But then I wanted some field code options, so I created another version using Legacy controls and found that the drop-down menus didn’t work once copied from Word into Outlook. Is there a way to create a functioning Outlook template using Legacy content controls? Thx!!
Hi, i see the new Outlook (Sept 2023) no longer supports .oft or Outlook templates. What is the new approach in creating them within the new platform? 😰
Incredible time saver! If someone attached a pdf to the template, is there a way to make sure that any update or changes on that pdf that are on the same PC would be updated on the template?
@@D3Sue Thank you for response. I did test that after I updated the PDF that was attached to the template and it is true no changes were reflected in the template. I guess it's just a matter of deleting the old pdf and just attaching the updated one. That might be a little over an hour of deleting and reattaching PDFs on about one hundred emails.
@@D3Sue I learned you can attach a document to a template and any changes in the document will be reflected with a mail merge. This video explained it ruclips.net/video/yj_s3cdfVDY/видео.html
Hello Sue, thank you for your insight into Oft templates. I use Office 365, is there any way when replying to an Outlook email to use the templates. UI have an office with 5 staff memebers and I would like all teir responses to be similar hence the need to use an oft file with the reply email. Thanks Harold
Hi Harold. Oft is not available, however “My Templates” is available on Outlook 365. Please see my other video “How to Create Email Templates for Outlook: Part 2 My Templates.” Start at 5 minutes. Please let me know if you have any other questions.
@@D3Sue So, just to confirm what I think I understand from your video and this response... SHARED templates via "My Templates" that all my 365 staff can access is NOT possible, correct?
Thank you for the videos! I created a calendar invite template with attendees, info on the body, etc. I already have categories created in my outlook calendar, but those categories did not get saved in the template that I created. How do I bring all those categories that I already created and saved in my calendar to my calendar invite template? I want to be able to choose which category I want each time I pull out my template. Hope you can help me. Thank you!!!
You could use "My Templates" instead, however, you would need to add the multiple emails each time. If you don't want to use OFT, you can save the template as a regular email in your drafts folder prepopulated with the recipients email address. BUT, do not follow your normal instinct to open the draft, edit, and hit send. Instead, select the draft (not open) and click CTRL+F. This creates a duplicate message that you can edit and send while retaining the original draft in your draft folder. Happy to explain further if you send me an email sue@suevizcarra.com and we can hop on a call to figure out what is best for your situation.
Hey thanks for the video. Unfortunately, Outlook doesn't have the "Outlook template" option that I can see - after clicking save as. Any ideas on how to do this on the new Outlook? Thanks!
@@D3Sue Thanks for the quick help. Sadly, the New Outlook layout is quite different. There isn't even a New Email option (it's called "New Message") And when I go in, There's no "View Templates" option (that I can see)
HI Sue. Thank you for the info. I do have a question that I am searching an answer for and hope you may be able to help. It has to do with editing the category name when saving the templates in by category. Do you know how to edit this. I have a few templates that I would prefer to be grouped to make life easier. Many thanks. Belinda
Been looking everywhere but still can't find a solution, this doesn't work because it generates a new email, you can't use it to reply to someone's email. What I require is someone sends me an email, I then reply to that email with my reply message and an attachment that needs to be completed.
Hi Simon. One workaround is to use "My Templates" rather than .oft templates (see other video). Then, save your attachment to your desktop for easy access. Step 1: Hit reply Step 2: Click "My Templates" icon in the command bar Step 3: Drag and drop the file from desktop into email. Step 4: Hit Send.
Brilliant tutorial and very well presented.
Thank you
Thank you so much for this intermediate lesson on templates. This was exactly what I needed . I will definitely use this for my outlook at work . :)
Superb video on this topic..Thank you
Thanks, these are great tips
Great tutorial!
Great video it help a lot
Hi, You said you cannot include an attachment in a template(oft). But this is the only way to just do that! It is great for attachments which cannot be used by the other methods in Outlook.
You are correct. I need to find someone to help me edit the video!
Wow this is brilliant!
Thank you for watching. I’m glad you found this helpful.
Brillant.
Thx so much for this helpful video, I created an ActiveX controls oft template with your help. But then I wanted some field code options, so I created another version using Legacy controls and found that the drop-down menus didn’t work once copied from Word into Outlook. Is there a way to create a functioning Outlook template using Legacy content controls? Thx!!
Hi, i see the new Outlook (Sept 2023) no longer supports .oft or Outlook templates. What is the new approach in creating them within the new platform? 😰
Thank you for sharing your knowledge. Can you do the same and save recipients on the template?
Hi Leif. I just tested it and YES!!! Thank you for taking time to watch the video and ask a question.
Incredible time saver! If someone attached a pdf to the template, is there a way to make sure that any update or changes on that pdf that are on the same PC would be updated on the template?
Hi Glenn. From my understanding, no, however editing the template is super quick!
@@D3Sue Thank you for response. I did test that after I updated the PDF that was attached to the template and it is true no changes were reflected in the template. I guess it's just a matter of deleting the old pdf and just attaching the updated one. That might be a little over an hour of deleting and reattaching PDFs on about one hundred emails.
@@D3Sue I learned you can attach a document to a template and any changes in the document will be reflected with a mail merge. This video explained it ruclips.net/video/yj_s3cdfVDY/видео.html
Hello Sue, thank you for your insight into Oft templates. I use Office 365, is there any way when replying to an Outlook email to use the templates. UI have an office with 5 staff memebers and I would like all teir responses to be similar hence the need to use an oft file with the reply email. Thanks Harold
Hi Harold. Oft is not available, however “My Templates” is available on Outlook 365. Please see my other video “How to Create Email Templates for Outlook: Part 2 My Templates.” Start at 5 minutes. Please let me know if you have any other questions.
@@D3Sue So, just to confirm what I think I understand from your video and this response... SHARED templates via "My Templates" that all my 365 staff can access is NOT possible, correct?
Thank you for the videos! I created a calendar invite template with attendees, info on the body, etc. I already have categories created in my outlook calendar, but those categories did not get saved in the template that I created. How do I bring all those categories that I already created and saved in my calendar to my calendar invite template? I want to be able to choose which category I want each time I pull out my template. Hope you can help me. Thank you!!!
Hi Lucy. Thank you for watching the video. I’m excited you learned something new. Let me check on this for you in the next couple days.
Hi sorry would this be available for all users? Or just me, I mean if I want my teammates to access it from the shortcut?
Outlook File Templates can be placed in a folder on a shared drive or OneDrive with shared access.
Hi, thank you for your videos. If a template needs to have multiple emails in the to: field, would this mean only OFT can be used?
You could use "My Templates" instead, however, you would need to add the multiple emails each time. If you don't want to use OFT, you can save the template as a regular email in your drafts folder prepopulated with the recipients email address. BUT, do not follow your normal instinct to open the draft, edit, and hit send. Instead, select the draft (not open) and click CTRL+F. This creates a duplicate message that you can edit and send while retaining the original draft in your draft folder. Happy to explain further if you send me an email sue@suevizcarra.com and we can hop on a call to figure out what is best for your situation.
Hey thanks for the video. Unfortunately, Outlook doesn't have the "Outlook template" option that I can see - after clicking save as. Any ideas on how to do this on the new Outlook? Thanks!
Hi. Thank you for watching. Are you using Outlook 365?
@@D3Sue Hey, yes 365
Try this. ruclips.net/video/jrjEXOMjHZE/видео.html
@@D3Sue Thanks for the quick help. Sadly, the New Outlook layout is quite different. There isn't even a New Email option (it's called "New Message") And when I go in, There's no "View Templates" option (that I can see)
Hello There! would you know how to use a template on Mac?
Sorry. Mac is not my specialty.
HI Sue. Thank you for the info. I do have a question that I am searching an answer for and hope you may be able to help. It has to do with editing the category name when saving the templates in by category. Do you know how to edit this. I have a few templates that I would prefer to be grouped to make life easier. Many thanks. Belinda
Send me an email and we can chat. sue@suevizcarra.com
Been looking everywhere but still can't find a solution, this doesn't work because it generates a new email, you can't use it to reply to someone's email.
What I require is someone sends me an email, I then reply to that email with my reply message and an attachment that needs to be completed.
Hi Simon. One workaround is to use "My Templates" rather than .oft templates (see other video). Then, save your attachment to your desktop for easy access. Step 1: Hit reply Step 2: Click "My Templates" icon in the command bar Step 3: Drag and drop the file from desktop into email. Step 4: Hit Send.
Can I call up a template from a link in word mail merge that links to a reply email (the Template )
I’m interested in hearing more. Can you send me an email so we can discuss further? sue@suevizcarra.com
too too long..
Thank you for watching. My videos are created for users with little to no experience.
how to use template in Outlook web
Hi video. Check out my other video here: ruclips.net/video/jrjEXOMjHZE/видео.html