Learn how to setup and use email templates in WorkPoint and WorkPoint 365 from within WorkPoint Express.
Using Outlook templates
- Choose your contact, right-click and select Send Email
Select a email template
Select a email template to use
Example email with predefined text from template
Create an email template
Create a new email and add text to be included in the email template
Save the template
When the new email is finished select File -> Save As
Make sure the file type is Outlook-Template (*.oft)
Open the template library
- Open WorkPoint 365 in your browser and click here to access the template library
Upload the email template
- Click here to upload the email template
Choose the file to upload
- Click here to browse your computer for the previously saved email template
Select the email template
Confirm the upload
- Click OK to upload the Outlook email template
Fill out required fields
- Fill out the required fields and choose on what business modules the template should be available
- Click here to check the uploaded email template in and it's ready to use