How to create a template in Outlook 2007

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Outlook 2007 lets you create email templates you can use for form emails and other commonly formatted messages. Templates enable you to reuse message content, send to common recipients and establish common subject lines. Templates are particularly useful in email newsletters and periodic group messages, where only particular information changes.

Skill level:

Things you need

  • Outlook 2007

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  1. 1

    Open Outlook 2007. Make sure you have an active account fully configured and ready to send email.

  2. 2

    Write an email message. Select "New" from the main toolbar.

  3. 3

    Customize the email. Add the intended recipients to the "To" and "CC," including any groups. Enter a subject line for the template. Finally, add content to the message and apply any formatting.

  4. 4

    Save the email as a template. Select the "Office" button, and then "Save As" in the "Save as type" drop-down list. Select "Outlook Template." Give the template a name, and choose a file location, or accept the default folder of "Templates." Click "Save."

  5. 5

    Use the template. To send an email based on the template, select "Tools," and then "Forms." From there, select "Choose a Form." From the "Look In" drop-down list, select "User Templates in File System." Navigate to the location where you saved the theme if it isn't in the "Templates" folder. Select your template. Make any changes, such as updating the message body content or subject line, or adding or removing recipients, and then click "Send."

Tips and warnings

  • Open a template, make changes, and then save as a different template name to create multiple similar versions of the same email for different purposes.

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