Using templates to facilitate more versatile E-mail Distribution

Outlook 2016 2013 2010 2007 2003
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, in the message body:

New message in Outlook 365

   2.   On the File tab, click Save As.

   3.   In the Save As dialog box:

Save As in Outlook 365
  • 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).

   4.   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.   On the Home tab, in the New group, click in the New Items button and then choose More Items -> Choose Form...:

Choose Form in Outlook 365

   2.   In the Choose Form dialog box:

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

Choose template in Outlook 365

   2.2.   Click the Browse... button, and then choose the folder where you saved a message template:

Choose template in Outlook 365

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

See also this tip in French: Utiliser des modèles pour simplifier la distribution de courrier électronique.

If you have any questions or suggestions, please feel free to ask OfficeToolTips team.