How to Create and Use Templates in Outlook Email

Create the Template

1. Open Microsoft Outlook 2007 if you have not already done so.
2. Create a new mail message:

• Select the File menu in the upper left hand corner of the program.
• Select New/Mail Message .
• Type the subject heading that you use for this message.
• Type the content that remains the same in the body of the message.

3. Save the message as a template.

• Select File/Save As
• Give the form a meaningful name such as Personnel Committee agenda.
• Select Outlook Template in the Save As file type list, and select Save.
  

4. Close the original message--do not save it.

Create an email message using the Outlook template

1. Open Microsoft Outlook 2007 if you have not already done so.

2. Open the template created in the steps in Creating the Template.

• Select the File menu in the upper left hand corner of the program.
• Select New/Choose Form
• Use the arrow key to go down to the Personal Forms Library selection in the Look in dropdown menu at the top of the window. The name of the template you created should now show in the window.
• Click on the name of the template and click the Open button.

3. Type the recipient into the To: field and add any desired text to the body of the message.

4. Click on Send when complete.