Getting started This cheat sheet will help you get started with the add-in. You’ll learn how to create, edit, and use templates, insert images, attach files, add buttons, and more. |
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Attach files Learn how to automatically attach files from OneDrive, SharePoint, and URLs to your Outlook emails using Shared Email Templates. |
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Insert pictures If you want to add images to your Outlook email templates, including from OneDrive, SharePoint, or URLs, this cheat sheet has you covered. |
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Interactive fillable fields (custom input fields) This is a step-by-step guide to creating fillable text fields, dropdown lists, pop-up calendars, time pickers, and custom input fields connected to datasets in your Outlook email templates. |
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Macros Let Shared Email Templates macros take the tedious work out of your email routine: auto-fill the To, Cc, Bcc, and Subject fields, add recipient names, attach files, insert images, prompt you to enter or select values, and more. |
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Template shortcuts Find out how to create template shortcuts and either use them as building blocks for your email messages or nest them within other templates. |
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Insert-if sections With Shared Email Templates, you can automatically insert a template section into your email based on a condition you define. This cheat sheet shows you how. |
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Datasets This cheat sheet will help you create a dataset (from scratch or from an existing Excel, TXT, or CSV file) and connect it to fillable fields, lists, and tables in your email templates. |
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Regexes If you’re familiar with regular expressions, you can use them for your shared email templates to find or extract matching text, insert template parts by condition, and retrieve dataset values. |
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Signatures 2.0 Explore Signatures 2.0 to create personal, company-wide, and team signatures with ease. |
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Mail merge This cheat sheet explains mail merge in detail: from preparing personalized emails to scheduling campaigns. |
