Forum Discussion
How to setup Templates in Word 365 and Outlook 365
khsayeed Your screen shots are of Outlook, NOT Word.
Further, as I think I advised previously Outlook no longer uses Word for creating and editing messages. Instead, it has its own "Word-like" editor and it could well be that there are some differences as that in Word is likely to be more capable that the one in Outlook.
I am not really sure what it is that you want to do, but in Word, you can still attach a template to a document via the Templates and Add-ins dialog
However, see:
Thank you for your reply Doug Robbins:
I am sorry that I was not thinking about the fact that I was working with an Outlook message and not a Word document when I attached the screen prints.
However, I am a bit confused by what needs to be done to attach a template to an Existing document (not to a New document) or to an existing Outlook message (say opened from then drafts folder in Outlook, since the procedure in the older version of Word was the same for both document type.
Could you please provide a complete sample sequence of the procedure, starting with setting up a structured template in the correct Folder and applying the template to an existing Word document, so as to change its styles to the attached template in Word 365.
Could you please also do the same for an existing Outlook message (say opened from the Drafts folder in Outlook 365 .
This will provide me with a method of proceeding in future, for both types of documents.
Thank you very much.
- Dec 08, 2022
khsayeed To attach a template to an existing Word document, with the document open, go to the Developer tab of the ribbon and click on the Document Template button to display the dialog shown in my previous response.
Outlook does not have a corresponding facility that would allow the attachment of a different template to a message. If you want to create a message from a particular template, you would need to have that template saved as an .oft file and the easiest way to use such a file is to simply double click on it.