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如何在Outlook中的功能區中向模板添加快捷方式？

當您經常發送具有相同文本，佈局或特殊格式樣式的電子郵件時，應用模板是省時的技巧。 但是，令您煩惱的是，您可能找不到模板在哪裡，或者花很多時間來找出它們。 實際上，有一些省時的技巧可以在Microsoft Outlook 2010和2013中的Ribbon中向模板添加快捷方式，並使您可以一鍵式應用模板。

通過創建快速步驟將快捷方式添加到功能區中的模板

通過在QAT中添加“選擇表單”，向Ribbon中的模板添加快捷方式

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箭頭藍色右氣泡通過創建快速步驟將快捷方式添加到功能區中的模板

如果通常發送帶有某些特殊文本的電子郵件，則可以創建帶有特殊文本的模板，並將其添加到 快速步驟 框。

步驟1：點擊 新建 ，在 快速步驟 組下 首頁 標籤。

步驟2：在“編輯快速步驟”對話框中，

  1. 在頁面中輸入新模板的名稱 名稱： 框;
  2. 點擊 選擇一個動作 框，然後選擇 新訊息 在下拉列表中。

步驟3：點擊 顯示選項 下面 至… 框。

步驟4：在新模板中添加信息，如下所示：

  1. 在以下位置輸入收件人的電子郵件地址 至… 框
  2. 在輸入主題信息 主題： 框
  3. 預設標誌和重要性
  4. 在輸入特殊文字 文本： 框。

步驟5：點擊 完 按鈕。

到目前為止，新模板已添加到“快速步驟”框中，顯示為您在步驟2中鍵入的名稱。

注意： 快捷鍵無法應用於此快速步驟操作。
  由於Microsoft Outlook 2007主界面以經典外觀顯示，因此此方法在Microsoft Outlook 2007中無效。

箭頭藍色右氣泡通過在QAT中添加“選擇表單”，向Ribbon中的模板添加快捷方式

在大多數情況下，您不僅可以發送特殊文本，還可以發送具有特殊佈局和格式樣式的電子郵件。 此方法將幫助您打開模板庫，並讓您快速選擇和應用模板。

第1步：通過點擊打開模板庫 新產品 > 更多項目 > 選擇表格;

順便說一句，在Outlook 2007中，您可以單擊 文件 > 全新 > 選擇表格 直。

第2步：在“選擇表單”對話框中，選擇 標準模板 ，在 在看： 框，或單擊 點針式 按鍵 找出模板。

實際上，您可以添加 選擇表單 命令添加到Microsoft Outlook 2010和2013中的快速訪問工具欄中。有兩種方法可以實現它。

方法A：

步驟1：點擊 新產品 > 更多項目.

步驟2：右鍵點擊 選擇表單 項目。

步驟3：在右鍵菜單中，選擇 添加到快速訪問工具欄 項目。

然後選擇表單命令 立即添加到快速訪問工具欄中。

方法B：

步驟1：點擊 文件 > 選項.

步驟2：在“ Outlook選項”對話框中，單擊 快速訪問工具欄 在左側欄中。

步驟3：在 從以下選擇命令： 框，單擊按鈕並選擇 所有的命令 從下拉列表中。

步驟5：選擇並突出顯示 選擇表單 命令框中的項目。

步驟6：點擊 加入 按鈕。

步驟7：點擊 OK 按鈕。

現在，“選擇表單”命令立即出現在快速訪問工具欄中。

備註：Microsoft Outlook 2007的主界面中沒有功能區，因此這些方法在Microsoft Outlook 2007中無效。

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Comments (22)
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JL
JL
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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
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Steph
Steph     JL
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could you please share screenshots? I'm not sure what you mean by drag into the task bar
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Carlos Tello Mota
Carlos Tello Mota     JL
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This method is amazing thanks!
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DavidJackson
DavidJackson
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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
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djarrett
djarrett     DavidJackson
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@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 :).
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Nancy
Nancy
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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?
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Larry
Larry
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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.
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Alex Breugelmans
Alex Breugelmans
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Wim, you saved me tons of time! Thanks!
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Debbie T.
Debbie T.
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Very creative solution! I have templates that always have attachments and this solution works great!
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Wim Chalmet
Wim Chalmet
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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.
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Candy
Candy     Wim Chalmet
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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!
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Philippa
Philippa     Wim Chalmet
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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.
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Mike L
Mike L     Wim Chalmet
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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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debra
debra     Wim Chalmet
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Awesome, Thank for posting the first real solution to this issue.
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debra
debra     Wim Chalmet
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Awesome, thanks for posting this!
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Chris
Chris     Wim Chalmet
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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!
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Mike T
Mike T     Wim Chalmet
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Thanks for sharing Wim Chalmet. :-)
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daniel
daniel
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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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Robin
Robin     daniel
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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.
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Tony
Tony     daniel
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Just save what you often use in a signature and open your email standard with this signature...
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mark l
mark l
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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?
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Tony
Tony     mark l
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Just save your template as a signature and open your email standard with this signature.
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