Email Templates for Microsoft 365 Outlook
SR

Shellie Reid

Created Jan 31, 2023

Email Templates for Microsoft 365 Outlook

12
    o

Office

17 Steps
1

Go to outlook.office.com

2

Click on Home.

Click on Home.
3

Click on the Get Add-ins icon.

Click on the Get Add-ins icon.
4

Type "My Templates" into the Search box.

Type "My Templates" into the Search box.
5

The add-in should appear in the Results for 'My Templates." Click on the Add button to install "My Templates" and then proceed to step 8.If My Templates did not appear in the search results, proceed to the next step.

The add-in should appear in the Results for 'My Templates." Click on the Add button to install "My Templates" and then proceed to step 8.
If My Templates did not appear in the search results, proceed to the next step.
6

If "My Templates" did not appear in the search results in the previous step, click on the "My add-ins" tab.

If "My Templates" did not appear in the search results in the previous step, click on the "My add-ins" tab.
7

"My Templates" appears on the "My add-ins" page because it was previously installed.

"My Templates" appears on the "My add-ins" page because it was previously installed.
8

Close the add-in window by clicking the X in the top right corner.

Close the add-in window by clicking the X in the top right corner.
9

To create a template, click on New mail.

To create a template, click on New mail.
10

Click on the Message tab.

Click on the Message tab.
11

Click on the three dot "More options" button.

Click on the three dot "More options" button.
12

Click on My Templates.

Click on My Templates.
13

Type a name for the new template in the Title box.

Type a name for the new template in the Title box.
14

Type desired text into the text box.

Type desired text into the text box.
15

Click on Save.

Click on Save.
16

The new template will now appear in the templates list.

The new template will now appear in the templates list.
17

If formatted text is desired in a template, simply type desired text in the body of an email and format. Copy the formatted text.

If formatted text is desired in a template, simply type desired text in the body of an email and format. Copy the formatted text.
    r

Office365

5 Steps
18

Click on More Options.

Click on More Options.
19

Click on My Templates.

Click on My Templates.
20

Name the template.

Name the template.
21

Paste formatted text into template text box.

Paste formatted text into template text box.
22

Click on Save.

Click on Save.
    o

Office

9 Steps
23

The template now appears in the list.

The template now appears in the list.
24

To use the templates, click on New mail.

To use the templates, click on New mail.
25

Click on More Options.

Click on More Options.
26

Click on My Templates.

Click on My Templates.
27

Scroll to the desired template and click on it. The template text will appear in the email body.

Scroll to the desired template and click on it. The template text will appear in the email body.
28

To edit templates, hover over the template name and click on the pencil icon.

To edit templates, hover over the template name and click on the pencil icon.
29

Make desired changes.

Make desired changes.
30

Click on Save.

Click on Save.
31

To delete a template, hover over the name and click on the trash can icon.

To delete a template, hover over the name and click on the trash can icon.
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