Video tutorials
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.
New to Shared Email Templates? This video has you covered: from installing the add-in in Outlook to getting comfortable with key features. We’ll walk you through every step.
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.
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.In this section #
Our videos will help you explore the key features of the Shared Email Templates add-in. You’ll learn how to create, edit, and share Outlook email templates, add template shortcuts, insert pictures, attach files, use datasets, and more.
Create, edit, and use email templates
Watch these how-to videos to easily make, modify, and use email templates in Outlook.Create and manage template shortcuts
Discover how to create dynamic emails with template shortcuts.Add custom input fields
Learn how to add fillable text fields, dropdown lists, pop-up calendars, and time pickers to your email templates.Add auto-fillable fields
Watch these short videos to learn how to automatically fill Cc or Bcc, insert the recipient’s name, add a date, and more.Personalize subject lines
See how to automatically fill and personalize email subject lines when using templates.Attach files
Learn how to automatically add attachments from OneDrive, SharePoint, or local storage to your emails.Insert pictures
Watch these videos to find out how to automatically insert images from OneDrive or SharePoint into your emails.Use datasets
See how to populate email messages with values from datasets, including datasets connected to Excel tables.Insert template parts by condition
See how to add parts of your email templates to Outlook messages only when a condition is met.Use regular expressions
Learn how to automatically add relevant content to your email messages with regular expressions in email templates.Add signatures
See how to create professional email signatures for your organization, team, or yourself using customizable templates.Explore tips and tricks
Discover helpful tips and tricks for using Shared Email Templates more efficiently.