Shared Email Templates
Attachments in Shared Email Templates: Overview and key points
- There are two ways to attach files: with the Message attachments button in the template editor and by using the Attach macro. These are two different processes, so files that you attach with the help of the Attach macro won’t be shown in the Message attachments dialog.
- You might face limitations on the size and number of attachments that are different in Office 365, Outlook.com, and Exchange Server. If you see an error message saying that your attachment can’t be added, please check the size of your file and try to decrease it.
- To avoid signing in to your Microsoft account each time you attach files from OneDrive or SharePoint, enable the SSO option.
- When attaching a file from OneDrive in a template that is shared with other users, make sure that your teammates have access to the corresponding file or folder in OneDrive. For example, you can create a special folder in your OneDrive, share it with all your teammates, and collect all the documents that you share in templates there. For detailed information on managing access in OneDrive, visit the Share OneDrive files and folders page on the Microsoft Support website.
- When attaching a file from SharePoint in a template that is shared with other users, make sure that your teammates have access to the corresponding file or folder in SharePoint. For detailed information on managing access in SharePoint, visit the Share SharePoint files or folders page on the Microsoft Support website.
- When you attach files, the add-in transfers the chosen file directly from your OneDrive or SharePoint to your computer.
- When you use a template with the Attach macro to attach a file from SharePoint, you have to be logged in to SharePoint so that the macro has access to the file.
- Attaching files from SharePoint with the Attach macro or the Message attachments button won’t work on free accounts, such as Outlook.com, as they don’t have SharePoint.
- When attaching a file from a URL in a template that is shared with other users, make sure that your teammates have access to the specified URL.
- When attaching a file from a URL, do not use a link to a file stored in OneDrive or SharePoint. For example, you might want to open your file in a browser, copy its address from the address bar, and paste it into the Add from URL or Attach from URL dialog. This won’t work. Or you might want to copy a link to your file when sharing it in OneDrive and paste it into the Add from URL or Attach from URL dialog. This won’t work either.