Shared Email Templates
Getting started videos
In this article
Grab cheat sheets instead
For company account admins #
Get started with Shared Email Templates for Microsoft Outlook
Welcome to Shared Email Templates for Microsoft Outlook! This quick guide shows how to set up your account, create teams, and invite teammates so you can start sharing email templates with them.
Welcome to Shared Email Templates for Microsoft Outlook! This quick guide shows how to set up your account, create teams, and invite teammates so you can start sharing email templates with them.Shared Email Templates - detailed start guide
New to Shared Email Templates? This video has you covered: from installing the add-in to getting comfortable with its key features, we’ll walk you through every step.
New to Shared Email Templates? This video has you covered: from installing the add-in to getting comfortable with its key features, we’ll walk you through every step.How to add admins to your Shared Email Templates company account
It’s easy to add more admins to your Shared Email Templates company account. And if you ever need to remove admin rights, this short video will help with that too.
It’s easy to add more admins to your Shared Email Templates company account. And if you ever need to remove admin rights, this short video will help with that too.For team editors #
Editor’s guide for team-wide Outlook templates
If you’re a team editor, this video is for you! Learn how to create shared templates with many useful features that your teammates will be happy with :)
If you’re a team editor, this video is for you! Learn how to create shared templates with many useful features that your teammates will be happy with :)For users #
How to join an account in Shared Email Templates
If a workmate has invited you to join their account, this video will walk you through what to do next. You’ll learn how to install the add-in, sign in, and access team templates right from Outlook.
If a workmate has invited you to join their account, this video will walk you through what to do next. You’ll learn how to install the add-in, sign in, and access team templates right from Outlook.How to get started for read-only users
Watch this video to learn how to begin using Shared Email Templates in Outlook after you’ve been added to a team as a read-only user.
Watch this video to learn how to begin using Shared Email Templates in Outlook after you’ve been added to a team as a read-only user.