Legal MS Office Training: How to Automate Frequent Emails in Outlook

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Outlook recently added a new feature called Email/My Templates Use them to avoid having to re-write frequent emails.  

Some good use-cases include:  new matter request forms, any type of instructions to a client, directions to your office, etc. They aren’t super sophisticated, but they are very easy to create and helpful! 

Create and apply email templates by doing the following: 

  1. Create a blank new email.
  2. Select View Templates from the Message ribbon.3-19Tip1
  3. Scroll to the bottom and select:blob
  4. Name the template in the first field and paste the following text (or your desired text) in the second field and hit Save.blob-1

To use/apply your email template, open a new email, select the View Templates button, and simply left-click on the desired template.

If you need help with Microsoft Outlook or any other law office software application, call us at (877) 676-5492 or request a consultation.

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Paul Unger

Written by Paul Unger

Paul is a national speaker and author. In addition, he coaches lawyers on how to be more efficient with time management by offering customized workshops. When he isn't speaking or writing, he usually performs technology assessments throughout the United States and Canada. Paul began his career working for the Governor of Ohio and then went on to law school. He practiced law for six years, specializing in litigation and bankruptcy, before starting a legal technology consulting company with partner Barron Henley in 2000. Paul's superpowers are cleaning up messes and turning digital chaos into well-organized machines. His favorite part of his job is helping people get organized and focused on finding more enjoyment in their lives and careers.

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