How to add shortcuts to template in Ribbon in Outlook?

It is a timesaving trick to apply templates, when you send email messages with same text, layout, or special format styles frequently. However, what annoy you is you may not find out where are the templates, or spend much time on finding out them. Actually there are some timesaving tricks to add shortcuts to templates in Ribbon in Microsoft Outlook 2010 and 2013, and enable you to apply templates with one clicking.

Add shortcut to template in Ribbon by creating quick steps

Add shortcut to template in Ribbon by adding Choose Forms in QAT

Add shortcut to template in Ribbon by creating quick steps

If you send email messages with some special text usually, you can create a template with the special text, and add it to the Quick Steps box.

Step 1: Click the Create New in the Quick Steps group under Home tab.

Step 2: In the Edit Quick Step dialog box,

1. Enter a name for the new template in the Name: box;
2. Click the in the Choose an Action box, and select the New Message in the drop down list.

Step 3: Click the Show Options below the To… box.

Step 4: Add information in the new template as following:

1. Enter the recipients’ email addresses in the To… box
2. Enter the subject information in the Subject: box
3. Preset the Flag and Importance
4. Enter the special text in the Text: box.

Step 5: Click the Finish button.

By now the new template has been added to the Quick Steps box, showing as the name you type in the Step 2.

Add shortcut to template in Ribbon by adding Choose Forms in QAT

Most of time, not only special text, you may send email message with special layout and format styles. This method will help you open the template library, and let you select and apply templates quickly.

Step 1: Open the Template library with clicking the New Items > More Items > Choose Forms;

By the way, in Outlook 2007 you can click the File > New > Choose Forms directly.

Step 2: In the Choose Form dialog box, select the Standard Templates in the Look In: box, or click the Browser button to find out templates.

Actually, you can add the Choose Form command into the Quick Access Toolbar in Microsoft Outlook 2010 and 2013. And there are a couple of ways to realize it.

Method A:

Step 1: Click the New Items > More Items.

Step 2: Right click the Choose Form item.

Step 3: In the right-click menu, select the Add to Quick Access Toolbar item.

Then the Choose Form command is added to the Quick Access Toolbar immediately.

Method B:

Step 1: Click the File > Options.

Step 2: In the Outlook Options dialog box, click the Quick Access Toolbar in the left bar.

Step 3: In the Choose commands from: box, click the button and select the All Commands from the drop down list.

Step 5: Select and highlight the Choose Form item in the commands box.

Step 6: Click Add button.

Step 7: Click OK button.

Now the Choose Form command appears in the Quick Access Toolbar at once.

Note: There is no Ribbon in the main interface of Microsoft Outlook 2007, therefore these methods are not valid in Microsoft Outlook 2007.

---

Kutools for Outlook - Brings 100 Advanced Features to Outlook, and Make Work Much Easier!

• Auto CC/BCC by rules when sending email; Auto Forward Multiple Emails by custom; Auto Reply without exchange server, and more automatic features...
• BCC Warning - show message when you try to reply all if your mail address is in the BCC list; Remind When Missing Attachments, and more remind features...
• Reply (All) With All Attachments in the mail conversation; Reply Many Emails in seconds; Auto Add Greeting when reply; Add Date into subject...
• Attachment Tools: Manage All Attachments in All Mails, Auto Detach, Compress All, Rename All, Save All... Quick Report, Count Selected Mails...
• Powerful Junk Emails by custom; Remove Duplicate Mails and Contacts... Enable you to do smarter, faster and better in Outlook.

Read More... Download Now...