Watch this video to easily add Shared Email Templates to your Outlook, create an account, invite your workmates, and create teams.
Shared Email Templates for Microsoft Outlook / Gmail
How-to videos
These how-to videos will help you to quickly get started with Shared Email Templates and make the most of the add-in functionality. We also have cheat sheets for you—just click the button below :)
Get started
Feeling like trying SET? This video is what you need. From installing the add-in to using it like a pro—we'll guide you through each step.
Watch this video to learn how to start using Shared Email Templates if you're added to a team as a read-only user.
Watch this video, if you're an editor in a team. See how to start and create templates packed with useful features that your teammates will be happy with :)
If your workmate has invited you to their account, this video will help you to get started. You'll see how to install SET, sign in, and access team templates.
Create and edit templates
Learn how to make your templates either from the ground up or by using email messages you already sent.
Use the template editor toolbar to insert macros, pictures, buttons, or a signature, fill in message fields, add attachments, and bind tables to datasets.
Use template shortcuts
Learn how to make shortcuts for your templates. This lets you easily nest them inside other templates and use as building blocks for your email messages.
Add fillable fields
This tutorial focuses on how to automatically fill the Cc field, insert the recipient's name into the message body, as well as add images, attachments, and dates.
This video explains how to create fields for entering a text value, selecting from a dropdown, picking a date or time, and selecting a value from a dataset.
Attach files
If you want to automatically add attachments to your Outlook email messages, watch this video. We hope you'll find it helpful.
By watching this video, you'll learn how to attach a file from OneDrive to your Outlook email template using the Message attachments button.
Discover how to attach all files from a OneDrive folder to your email template in Outlook. This video will also be helpful if you share templates.
This video shows you how to attach a file from SharePoint to your Outlook email template with the Message attachments button.
Insert pictures
Check out how easy it is to add pictures to templates, whether it's an image from a web link, a picture from OneDrive, or your profile photo from Azure AD.
Create and use datasets
By watching this video, you'll find out how to get dataset values inserted into your email messages automatically and interactively.
Add conditions
In this video, we explain step by step how to automatically insert part of your template into a message only if a specific condition is met.
Use regular expressions
Learn how to use regular expressions in Outlook email templates to tailor your reply for a particular recipient based on the content of their message.
With this video, you'll learn how to insert a section of an email template into your message based on a regular expression condition.
Discover how to easily pull data from datasets and automatically insert them into your Outlook emails using regular expressions.
Create and manage signatures
This video shows you how to create a professional email signature and use it with your personal templates in Shared Email Templates for Outlook.
In this video, you'll learn how to quickly create an email signature that will work not only for you but also for your colleagues.
By watching this video, you'll learn how to create an email signature your entire team can use along with team templates, without any extra clicks.
See also
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