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#Create a template in outlook for mac 2016 how to
#Create a template in outlook for mac 2016 install
#Create a template in outlook for mac 2016 code

Note: You can change the name of quick step in the Name box if you need.ģ. In the Edit Quick Step dialog box, select New Meeting in the Choose an Action drop-down list, then click Show Options. Note: The Quick Steps feature doesn’t exist in Outlook 2007.Ģ. In Outlook 20, click Create New in the Quick Steps group under Home tab, See screenshot:

With the Quick Steps function in Outlook, you can easily create meeting template and use it.ġ. See screenshot:Īnd your new created template will be opened, you just need to modify the items to your request.Ĭreate meeting template by creating quick steps In the Choose Form dialog box, select Personal Forms Library in the Look In drop-down list, and select the form you want to use, then click the Open button. In Outlook 2007, click File > New > Choose Form.Ĩ. For using the created form, in the main interface of Outlook 20, please click Developer > Choose Form. Then close the Appointment or Meeting window without saving.ħ. In the Publish Form As dialog box, select Personal Forms Library in the Look In drop-down list type a name for the form in the Display name box, and finally click the Publish button. Then click Publish > Publish Form under Developer tab.ĥ. In the Appointment or Meeting window, fill in the Subject, Location and body which you need for future use. Shift to the Calendar view and create a new appointment or meeting.ģ.

#Create a template in outlook for mac 2016 how to

If you cannot see the Developer tab showing on the ribbon, please click How to add developer tab on Ribbon in Outlook? to show the Developer tab.Ģ. Firstly you need to enable the Developer tab in Outlook. And then use this form as the appointment or meeting template. In Outlook, you can create and publish a personal form with the detail information of the appointment and meeting. To remove a published form in Outlook 2010 and up, choose File > Options > Advanced > Custom Forms > Manage Forms to access the Forms Manager dialog.Create appointment or meeting template by publishing a form in Outlook When a form is published to a folder, it's listed on the Actions menu when you are using that folder.

Folder Forms Library of forms associated with a particular folder, either in your mailbox or Personal Folders or in a public folder on the Exchange Server.

You need permission from the Exchange Server administrator to publish to this library.

Organizational Forms Library of forms stored on the Exchange Server for group use.

Personal Forms Library of forms stored in your Personal Folders or Exchange Server mailbox.

Outlook forms can be published to three different types of form "libraries": While this is a few more steps than are necessary when you use a template, Outlook 2013 users can use this method to save custom forms to an Exchange server's Organizational Forms Library, as the Organizational Forms Library is not available as a Publish to location in Outlook 2013. Note: some forms will need to be in the default *.fdm location, %localappdata%\microsoft\outlook, to install. Click on Custom Forms, then Manage Forms.

#Create a template in outlook for mac 2016 install

Repeat the steps to install a form: open File, Options, Advanced. Locate the form you want to save, select it and click Save as. To save the published form as a FDM file, open the File, Options dialog, Advanced, and click the Custom Forms button, then Manage Forms. In order to save a custom form in Outlook 2013, you need to publish it then save the published form as *.fdm file. However, a bug in Outlook 2013 prevents users from saving some custom forms as templates (*.oft). While users of any version of Outlook can save, publish, or share custom forms as FDM files, most people will share custom forms as template files (*.oft). The default forms icons are stored under the FORMS folder in your Office installation by default it's C:\Program Files\Microsoft Office\OfficeXX\FORMS\. Each time you republish the form, increment the number (usually in 1.2 format, but it's your form and you can use whole numbers, if desired.) Publish A Custom Form | How to Delete a Published Formīefore publishing (or republishing) a form you should enter a version number on the Properties page. Instructions to publish forms and delete republished forms follow.

#Create a template in outlook for mac 2016 code

See How to Open Outlook Templates using Toolbar Buttons if you want to create a toolbar or ribbon button to open these forms.įorms with code behind them need to be published. You can double click to open them or copy them to a folder in Outlook for easy access.įorms with custom fields need to be saved in the default Templates folder and opened using the Choose Form dialog. Simple forms can be saved as templates anywhere on the drive. Which method you choose depends on the form.