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如何在Outlook中的功能区中向模板添加快捷方式?

当您经常发送具有相同文本,布局或特殊格式样式的电子邮件时,应用模板是省时的技巧。 但是,令您烦恼的是,您可能找不到模板在哪里,或者花很多时间来找出它们。 实际上,有一些省时的技巧可以在Microsoft Outlook 2010和2013中的Ribbon中向模板添加快捷方式,并使您可以一键式应用模板。

通过创建快速步骤将快捷方式添加到Ribbon中的模板

通过在QAT中添加“选择表单”,向Ribbon中的模板添加快捷方式

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箭头蓝色右气泡通过创建快速步骤将快捷方式添加到Ribbon中的模板

如果通常发送带有某些特殊文本的电子邮件,则可以创建带有特殊文本的模板,并将其添加到 快速步骤 框。

步骤1:点击 创建新 ,在 快速步骤 组下 首页 标签。

步骤2:在“编辑快速步骤”对话框中,

  1. 在页面中输入新模板的名称 名称: 框;
  2. 点击 选择一个动作 框,然后选择 新讯息 在下拉列表中。

步骤3:点击 显示选项 下面 至… 框。

步骤4:在新模板中添加信息,如下所示:

  1. 在以下位置输入收件人的电子邮件地址 至…
  2. 在输入主题信息 主题:
  3. 预设标志和重要性
  4. 在输入特殊文字 文本: 框。

步骤5:点击 完成 按钮。

到目前为止,新模板已添加到“快速步骤”框中,显示为您在步骤2中键入的名称。

请注意: 快捷键无法应用于此快速步骤操作。
  由于Microsoft Outlook 2007主界面以经典外观显示,因此此方法在Microsoft Outlook 2007中无效。

箭头蓝色右气泡通过在QAT中添加“选择表单”,向Ribbon中的模板添加快捷方式

在大多数情况下,您不仅可以发送特殊文本,还可以发送具有特殊布局和格式样式的电子邮件。 此方法将帮助您打开模板库,并让您快速选择和应用模板。

第1步:通过点击打开模板库 新东西 > 更多项目 > 选择表格;

顺便说一句,在Outlook 2007中,您可以单击 文件 > 全新 > 选择表格 直。

第2步:在“选择表单”对话框中,选择 标准模板 ,在 在看: 框,或单击 浏览器 按键 找出模板。

实际上,您可以添加 选择表单 命令添加到Microsoft Outlook 2010和2013中的快速访问工具栏中。有两种方法可以实现它。

方法A:

步骤1:点击 新东西 > 更多项目.

步骤2:右键点击 选择表单 项目。

步骤3:在右键菜单中,选择 添加到快速访问工具栏 项目。

然后选择表单命令 立即添加到快速访问工具栏中。

方法B:

步骤1:点击 文件 > 附加选项.

步骤2:在“ Outlook选项”对话框中,单击 快速访问工具栏 在左侧栏中。

步骤3: 从以下命令中选择: 框,单击按钮并选择 所有的命令 从下拉列表中。

步骤5:选择并突出显示 选择表单 命令框中的项目。

步骤6:点击 地址 按钮。

步骤7:点击 OK 按钮。

现在,“选择表单”命令立即出现在快速访问工具栏中。

备注:Microsoft Outlook 2007的主界面中没有功能区,因此这些方法在Microsoft Outlook 2007中无效。


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Comments (22)
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This comment was minimized by the moderator on the site
Easy, select the template file in Windows Explorer and drag and drop it in the task bar, you'll be indicated that it has been pinned in Outlook, then, to use it, just right click Outlook in the task bar and you'll be able to select the template directly. Let me know if you need any screen shots for that.

Thanks,

JL
This comment was minimized by the moderator on the site
could you please share screenshots? I'm not sure what you mean by drag into the task bar
This comment was minimized by the moderator on the site
This method is amazing thanks!
This comment was minimized by the moderator on the site
I've got an alternative 'outside of the box' suggestion - Use signature process for your templates instead.

Construct your email with the necessary formatting. Copy the full email. Create a new signature - template 1 for example and then paste the full email in.

Then when you want to use the template open a blank email and select Insert - Signature - Template 1


The only disadvantage this has over the traditional template is you can't preload the To: CC: and subject field etc. but it is quite easy to select your templates
This comment was minimized by the moderator on the site
@DavidJackson
Thank you...Thank you. After trying a little bit of everything, this worked for me :). I'll can use the quick steps above to create a preloaded email w/ To:, CC:, & Subject, and then use your suggestion to complete the body of the email. It's a 2 step process, but it works for me......beats the alternative :).
This comment was minimized by the moderator on the site
I'd like to add several template emails in the Quick Step area from which several other employees can access as well. Is this possible?
This comment was minimized by the moderator on the site
On my laptop, I can go into the choose form which opens the dialogue box to pick my template. I then push the end button which takes me to location of where my templates are stored. Works great for me, but on my desktop, I can't get this option to work. All the file locations for the templates have been setup, but the end button keeps taking me to a different location. It takes me to looking inside one of my mailboxes. Any help with this would be greatly appreciated.
This comment was minimized by the moderator on the site
Wim, you saved me tons of time! Thanks!
This comment was minimized by the moderator on the site
Very creative solution! I have templates that always have attachments and this solution works great!
This comment was minimized by the moderator on the site
I think I may have found a doable workaround. I agree with Daniel that the solutions above don't really give what we need: a direct link to a template that we want to use time and time again. This is what I did, and it makes it good enough for me: 1. Create the template and save it. The template will be stored in a directory on your hard disk, depending on your operating system: 1a. Windows 7 and Windows Vista saves the template in c:\users\username\appdata\roaming\microsoft\templates 1b. Windows XP saves the template in c:\documents and settings\username\application data\microsoft\templates 2. Browse to that directory, and now right-click the template file (keep holding the right mouse button!), and drag the template file onto your start bar, and then release the right mouse button 3. The template is now "pinned" on outlook in your startbar 4. To use the template, simply right-click on outlook in your startbar, and your template will show up in the "pinned" items, ready for you to use.
This comment was minimized by the moderator on the site
Thank you so much for this simple fix! I've been Googling macros, adding new tab in Outlook etc but this works perfectly! We'll be adding Outlook templates to all our computers in the office and have been trying to figure this out, you have no idea how happy you have made us!
This comment was minimized by the moderator on the site
Amazing!! i have to send 40+ emails with almost the same text, so each one needs slightly customising. This has saved me from sure repetitive strain injury, many thanks.
This comment was minimized by the moderator on the site
That is a great solution! I used to have placed the "Templates" folder in the task bar (created by right click Task bar | Toolbars | New Toolbar...). This way works better if you have many templates as clicking the double 'greater than' sign besides "Templates" pops up all contents including any new .oft files inside the folder. The downside is that the "Template" folder now takes some space away from my taskbar and its not part of Outlook 'group'. However if just adding 2 or 3 .oft file links, this is the best logical place to tied it with the Outlook icon in the task bar. Thanks WIM
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Awesome, Thank for posting the first real solution to this issue.
This comment was minimized by the moderator on the site
Awesome, thanks for posting this!
This comment was minimized by the moderator on the site
Thank you, Wim! I've been trying to figure out an easy way since I have been upgraded to 2013. So happy to have found this!
This comment was minimized by the moderator on the site
Thanks for sharing Wim Chalmet. :-)
This comment was minimized by the moderator on the site
None of these steps are actually helpful. 1st method will create template, but unfortunately only in plain text - you cannot save template with colors or any modification. Using 2nd method will only allow you to access choose form, where you will still need to look for right template.
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You can change it from plain text to HTML. In the template, click on the FORMAT TEXT tab. In the FORMAT section, there is an HTML option. Then save it again.
This comment was minimized by the moderator on the site
Just save what you often use in a signature and open your email standard with this signature...
This comment was minimized by the moderator on the site
I have Outlook 2013. I have an email template that I will use thousands of times. Q: How do I keep it there after each send so I don’t have to retrieve it and open it up every time?
This comment was minimized by the moderator on the site
Just save your template as a signature and open your email standard with this signature.
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