Outlook templates

1. Choose your contact, right-click and select Send Email

Select a email template to use

Create a new email and add text to be included in the email template

When the new email is finished select File -> Save As

Make sure the file type is Outlook-Template (*.oft)

1. Open WorkPoint 365 in your browser and click here to access the template library

1. Click here to upload the email template

1. Click here to browse your computer for the previously saved email template

1. Click OK to upload the Outlook email template

1. Fill out the required fields and choose on what business modules the template should be available
2. Click here to check the uploaded email template in and it's ready to use