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    Shared Email Templates

    Create an attachment reminder in email templates for Outlook

    To set up a reminder that prompts you to attach files when you use an Outlook email template, you’ll need the WhatToAttach macro.

    1. Start creating or editing your email template.

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

      Specify the text that will prompt you to select a file to attach to an Outlook email.
    5. Save your template.

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

    Browse for the file to attach.

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