Shared Email Templates for Microsoft Outlook

Create and manage personal signatures

If you want to add nice professional signatures to your emails, the Shared Email Templates add-in has a quick and easy solution for you. You can create multiple email signatures, choose the default ones, and decide when to add them to the message body: either when you use your personal templates or when the add-in pane is open in your Outlook.

To get a quick Signatures 2.0 cheat sheet, click the button below.

Download cheat sheet

Create a personal signature

  1. On the Shared Email Templates pane, go to the Signatures tab, right-click My signatures, and then select New signature.
    The New signature option on the menu

    When the Shared Email Templates app shows a signature preview in your default browser, use the right sidebar to pick a design for your signature and enter the necessary details the into signature fields.
    A signature preview in the SET app

  2. On the Design tab, choose a color theme, a font, a font size, and a layout.
    The Design tab on the sidebar

    Tip. If you prefer a custom color theme, select any of the available themes, open the dropdown menu under Colors again, and select Customize selected theme.
    The Customize selected theme option

    If you're going to add links to custom fields and want them underlined, select the Underline links in custom fields checkbox.
    The Underline links in custom fields checkbox

    If you'd like to have a signature that looks like a business card, select the Apply card-like style checkbox. If you prefer rounded corners, please keep in mind that in some versions of Outlook they might be shown as square ones.
    The Apply card-like style checkbox

  3. On the Fields tab, enter the necessary content.
    The Fields tab on the sidebar

    These are available sections:

    • General. You can have your photo, full name, and job title here. You can also add the name and the logo of your organization.
      The General section on the Fields tab

      If another field is needed in this section, select Add field.
      Adding a field

    • Contact details. Here you can specify your phone number and email address. You can also include your organization's website and postal address.
      The Contact details section on the Fields tab

      If another field is needed in this section, select Add field.
      Adding a field

    • Social media links. This section is for your social media profiles.
      The Social media links section on the Fields tab

      You can have more social media links listed here. You just need to select Add links.
      Adding social media links

    • Additional. This is a place for your sign-off, banner, or disclaimer.
      The Additional section on the Fields tab

      If another field is needed in this section, select Add field.
      Adding a field

    You can delete fields that are not needed by selecting Remove field on the ellipsis menu on the right of a field.
    Removing a field

    You can delete an entire section by selecting Remove all fields.
    Removing a section

    If you want to apply text formatting when filling signature fields, use keyboard shortcuts.

    Windows Mac
    Bold Ctrl+B Command-B
    Italic Ctrl+I Command-I
    Underline Ctrl+U Command-U
    Line break Shift+Enter Shift-Return

    Tip. If the details that you need for the General or Contact details section are available in your organization's Azure AD, you can save your time by loading them in bulk.
    Loading data from Azure AD properties

    Alternatively, you can fill each field individually. You can either enter the necessary details manually or retrieve them automatically from the following sources:

  4. When your signature is ready, select the Save button.
    Saving a new signature

Custom HTML

If you prefer your own custom HTML to available signature templates, go to the HTML tab and select Edit as HTML.
Edit as HTML

Note. As soon as you start editing the signature HTML code, the sidebar with the Design and Fields tabs will disappear, and it won't be possible to use signature templates.

Set a signature as the default

You can have two default personal signatures: one for new messages and one for replies and forwards.

To get a signature added to new messages when you insert your personal templates (My templates), go to the Signatures tab, right-click the signature and select Default for new messages.
The Default for new messages option on the ellipsis menu

To get a signature added to replies and forwards when you insert your personal templates (My templates), go to the Signatures tab, right-click the signature and select Default for replies/forwards.
The Default for replies/forwards option on the ellipsis menu

You can also specify default signatures by going to the Signatures tab > My signatures. You just need to select the necessary signatures from the two dropdown menus in the lower part of the pane.
Selecting personal default signatures

If you select the Automatically insert my default signatures when the pane is open checkbox, the corresponding default signature will be automatically added to the message body when you open the add-in pane or when the add-in pane opens because it's pinned in your Outlook.
Insert my default signatures automatically when the pane is open.

Once default signatures are selected, they are added to the message body based on your settings.
A default signature inserted into the message body along with a personal template

Edit a personal signature

To make changes to a personal signature, go to the Signatures tab, right-click the signature and select Edit in browser.
The Edit in browser option on the ellipsis menu

Delete a personal signature

To remove a personal signature, go to the Signatures tab, right-click the signature and select Delete.
The Delete option on the ellipsis menu

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