Using templates to facilitate more versatile E-mail Distribution

If you want to construct a more complicated distribution list, with some recipients on the To field, some recipients on the CC field, and yet more recipients on the BCC field, you have to use a message template where you explicitly assign recipients to each field.

To create an e-mail template, follow next steps:

    1.    Create a new message, fill in the To, CC, and BCC address fields with the recipients you require. Add any information that you want to Subject and in the message body:

New message in Outlook 2003

    2.    Click File -> Save As... to open the Save As dialog box:

Save As in Outlook 2003
  • Use the dialog box tools to navigate to the location where you want to save the template.
  • The default name for the file is the subject. You can edit this if desired.
  • In the Save As Type drop-down list, select Outlook Template (*.oft).

    3.    Click Save to save the template and close the Save As dialog box, then close the message that you saved as template.

To create a message using this template, do the following:

    1.    Click Tools -> Forms -> Choose Form... (or click Choose Form... in the New drop-down list) to open the Choose Form dialog box.

    2.    Open the Look In drop-down list, and then select User Templates in File System:

Choose Form in Outlook 2003

    3.    Highlight the template that you want to use, and then click Open.

For more convenient using the templates, see How to create toolbar button for new message template.

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