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Mail Templates (not to be confused with Templates) is an Outlook add-in that allows you to use predefined email templates stored in SharePoint while composing emails in Outlook Desktop Client or Outlook Web App (OWA). The application facilitates pre-populating these templates with client or job data and attachments before sending the email.

 

The following sections detail how to use Mail Templates:

 

•Getting Started

•The Controls

•Creating Email Templates

•Creating Emails: Merging Templates with Client Data

•Creating Emails: Merging Templates and Editing

•Creating Emails: Adding Attachments