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


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 an Affinity Partner and law practice consultant with a passion for teaching attorneys how to use technology and how to automate their practice. He teaches and coaches lawyers how to be more efficient with time, task, document & email management, and just as important, distraction management by offering customized time management workshops for lawyers and their staff throughout North America. He helped modernize the use of courtroom technology and is an expert in paperless office strategies and document management. He is also an author of numerous books, manuals, and articles. Paul is a national speaker and frequent lecturer for CLE programs.

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