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    Shared Email Templates

    Outlook email templates with clickable links

    You can add clickable links to your templates in two ways:

    • with the Insert/edit hyperlink button on the template editor toolbar
    • with the Insert macro
    1. Start creating or editing your template.

    2. In the template, select the text you want to use as a hyperlink.

    3. On the template editor toolbar, select the Insert/edit hyperlink button.

      The Insert/edit hyperlink button on the template editor toolbar
    4. In the Insert/Edit link dialog, fill in the fields:

      • URL
      • Text to display (this field is automatically prefilled with the text you’ve selected in the template. You can change that text if needed)
      • Title (the title will appear when you hover over the hyperlink)

      Select OK.

      The Insert/Edit link dialog
    5. Save the template.

    When you use the template, the add-in will insert the clickable link into the email.

    A clickable link in a template inserted into an Outlook email
    1. In the template you’re creating or editing, place the cursor where you want to have a link.

    2. On the template editor toolbar, select the Insert macro button.

      The Insert macro button on the template editor toolbar
    3. Select Insert link.

      The Insert link option
    4. Fill in the fields in the Link dialog:

      • Web address
      • Text to display
      • Title (it appears when hovering over the link in Outlook)

      Select OK.

      The Link dialog
    5. The macro placeholder appears in the template. Save the template.

    When you insert the template into an Outlook email, the macro placeholder will be automatically replaced with the clickable link.

    A link added with a macro in an Outlook email
    1. While creating or editing your template, place the cursor where a link to a OneDrive or SharePoint file is needed.

    2. On the template editor toolbar, select the Insert macro button.

      The Insert macro button on the template editor toolbar
    3. Depending on where your file is stored, select Insert link to OneDrive file or Insert link to SharePoint file.

      The Insert link to OneDrive file option
    4. Select the desired file.

    5. In the Insert link dialog, specify:

      • Who you want the link to work for: Everyone or People in your organization
      • Permissions: View or Edit
      • The link title

      When finished, select OK.

      The Insert link dialog
    6. Save your template.

    When you use this template for your Outlook emails, a link to the file you selected will be added to the message automatically.

    A link to a OneDrive file inserted into an Outlook email with a shared template