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    Shared Email Templates

    Create an attachment reminder in email templates for Outlook

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    To set up a reminder for attaching files from your device when using a template, you’ll need the WhatToAttach macro.

    1. Start creating or editing a template.

    2. On the template editor toolbar, select the The Insert macro button Insert macro button.

    3. Select What to attach.

    4. Type in any word or phrase that will prompt you to attach the necessary file.

      • With the The Insert nested macro button Insert nested macro button, you can open a list of macros that can be nested and select the one you need.
      • With a check mark next to Required, your template won’t be inserted into an email message if a file is not selected.
      • With a check mark next to Allow multiple files, it will be possible to select more than one file.

      When you’re finished, select OK.

      The What to attach dialog
    5. Save your template.

    When you insert a template that contains the WhatToAttach macro into an email, you’ll see a dialog reminding you that an attachment is needed. To select a file, click Browse.

    Select a file from your local storage.