Video tutorials

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.