Creating a form in outlook template

If you are fed up with editing the same email over and over again, there is a way for you to get rid of this annoying repeat by using Outlook templates. You can enhance your work efficiency while using you created templates. The following instruction will help you:. Create and use templates in email sending in Outlook Easily create and use templates in Outlook with Kutools for Outlook.

See screenshot:. When a dialog popping up, select your aim folder and name you file. In Save as type , select Outlook Template option from the drop-down list box. Finally click Save. Now, it is time to use the template. On the right pane, check the Developer box. Then click OK button. In the showing up dialog, select your created template aim location from the Look In drop-down box.

And then click Browse button to find the template file. After select it, click Open button to open it. After installing Kutools for Outlook , the Auto Text utility will help you quickly save your email content as auto text entry quick parts , and use it as template in the future.

Create a new message with clicking New E-mail button under Home tab. In the new message window, you can see the Auto Text pane locates on the right side of the Outlook window. Type the email content you want to save as template for future use. Select the content and then click the button. This time we are going to use our own tool named Shared Email Templates for Outlook.

If you have never heard of it before, here is a one-sentence intro:. Shared Email Templates is an Outlook add-in to quickly create your own collection of templates with predefined or fillable fields, custom formatting, images, and attachments.

With Shared Email Templates installed in your Outlook, carry out these steps to create a fillable template:. If the text you want to include in your template is in the message you are composing, select that text, and then click New Template. The selected text will be inserted into your template automatically.

If we wanted a simple text template, we could click Save right away, and our job would be completed. But you do want a field where you can enter some information, so it will be automatically inserted in the appropriate place in the message, right? So, let's go make the first one. If there is no placeholder in your template, then put the cursor exactly where your value should be inserted.

In the list of macros, find WhatToEnter and click on it. Choose the field type Date in our case , type the window title usually, some meaningful name for the value to enter and click Insert.

As the result, a properly configured macro is inserted in your template as shown in the screenshot:. You can now save your template or add a few more macros if you have more than one fillable field. This time we choose Text in the first box, type the corresponding window title, and click Insert. Apply some formatting to your template if needed, name it and save. Your fillable email template for Outlook is good to go. Preparing an email template for sending out is as easy as it could possibly be.

To insert a template into a message, double-click on it or click the Paste icon on the left. Add the fields, controls, and code that you want to your new form.

Publish the form. For more information, see How to: Publish a Form. Have questions or feedback about Office VBA or this documentation? Please see Office VBA support and feedback for guidance about the ways you can receive support and provide feedback. Skip to main content. This browser is no longer supported. Download Microsoft Edge More info. Contents Exit focus mode. Is this page helpful? Please rate your experience Yes No. Any additional feedback?