Video tutorials

Our videos will help you use the Shared Email Templates add-in to its full potential. 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 Outlook emails with template shortcuts.

• Add custom input fields
  By watching these videos, you’ll learn how to add fillable text fields, dropdowns, pop-up calendars, and time pickers to Outlook email templates.

• Add auto-fillable fields
  Watch our short videos to automatically fill Cc or Bcc, insert the recipient’s name, add a date, and more.

• Attach files
  Learn how to automatically add attachments to emails from OneDrive or SharePoint, as well as from local storage.

• Insert pictures
  Watch our videos to find out how to automatically insert OneDrive or SharePoint images into your emails with templates.

• 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 if a condition is met.

• Use regular expressions
  Learn how to automatically add relevant content to your emails with regular expressions in email templates.

• Add signatures
  These videos will show you how to create professional email signatures for your organization, team, or yourself using customizable templates.

• Check tips and tricks
  See how to make the most of your Outlook email templates with our tips and tricks.