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    Shared Email Templates

    Add internal notes to Outlook email templates

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    To leave internal notes in templates for yourself and your teammates, use the Note macro. Those notes will stay in the templates, they won’t show up in your email messages.

    To add a note to a template, follow these steps:

    1. When creating or editing a template, select the The Insert macro button Insert macro button on the template editor toolbar.

    2. Select Note.

    3. In the Note dialog, enter your note. Then select OK.

      Add a note.
    4. Save your template.

    In the template preview, the Note macro placeholder looks like this:

    A note in the template preview

    To see the text of a note, hover the cursor over the macro placeholder.

    To open the note, click the macro placeholder.

    An open note in the template preview

    If you want notes to open automatically, choose one of the two following ways:

    • When inserting the Note macro into a template, select the Auto expand checkbox in the Note dialog.

      The Auto expand checkbox in the Note macro dialog

      As a result, the note will open automatically.

    • Save AutoExpandNoteMacros as a custom user profile property or as a custom team property, specifying true as the Text or HTML value.

      Adding the AutoExpandNoteMacros property

      As a result, notes in your personal or team templates will open automatically.