There are a couple of options for creating a shortcut to your Outlook templates.

Add a new item to your Quick Steps

  1. Under the Home tab of Outlook, look in the center of the screen for the Quick Steps box.
  2. In the Quick Steps section, choose the Create New option.
  3. Type a name for the quick step.
  4. Choose an Action by clicking the down arrow – choose New Message in the Respond section.
  5. Type the TO address if needed
  6. Click the Show Options button.
  7. Type the subject, text, etc for the message (you can copy text from an existing template here)
  8. Click Finish to save the quick step.  It will now appear in the Quick Step section.  Click the quick step item name to use the template.

Add a shortcut on the Outlook Ribbon

  1. Click the File tab and click Options
  2. Select Customize Ribbon.  
  3. Click the New Group icon then choose Rename to name it (e.g., Templates), type the name and click OK.
  4. Choose All commands in the "Choose commands from" field.
  5. Select Choose Form and click Add.  
  6. Click OK to save changes.   This icon will open a Choose Forms window. Click the down arrow in the Look In field.   Select User Templates in File System and select your template.

NOTE:  if you prefer using the Quick Access toolbar, you can also customize it using the steps for customizing the Outlook Ribbon


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Last updated: 
May 23, 2016