Forum Discussion
How to setup Templates in Word 365 and Outlook 365
Hello: I am a new user of this discussion forum. So please bear with me. I have used the feature of Templates extensively in my last Office version (Office 2007). I have now upgraded to Offic...
2022-11-26
Thank you Doug Doug_Robbins_Word_MVP for replying to my post.
I agree that Styles are different from Templates.
I understand that there are several Styles within a Template, eg. Header Level 1, Header Level 2, etc,
I understand that in each named Template document, e.g. Template.dotx or Template.dotm, there are several such Styles that can be modified and the document saved back in a specific folder. The named Template document can then be assigned to an Outlook Message or to a Word document that is open and being edited.
Can you please tell me how this is done in Office 365 ? Thank you.
Thank you Doug Doug_Robbins_Word_MVP for replying to my post.
I agree that Styles are different from Templates.
I understand that there are several Styles within a Template, eg. Header Level 1, Header Level 2, etc,
I understand that in each named Template document, e.g. Template.dotx or Template.dotm, there are several such Styles that can be modified and the document saved back in a specific folder. The named Template document can then be assigned to an Outlook Message or to a Word document that is open and being edited.
Can you please tell me how this is done in Office 365 ? Thank you.
khsayeed In Outlook, create a new message and then go to the Format Text tab of the ribbon and modify the style(s) that you want to use so that they have the desired formatting
and, like in Word, before dismissing the Modify Style Dialog, select the New documents based on this template radio button.
Outlook also has its own template (*.oft) files, each of which can be set up with its own set of styles if required. However to create a message from a particular template, it is necessary to use a macro that contains the command
CreateItemFromTemplate
See https://learn.microsoft.com/en-us/office/vba/api/outlook.application.createitemfromtemplate
- 2022-11-26
Thank you again Doug_Robbins_Word_MVP, for replying to my last post.
Regrettably, I am not a programmer and am not familiar with Visual Basic to be able to use the contents of the link you have provided.
Would you know about the template files with extensions like .dotx and dotm, which were available in Office 2007 (Word 2007 and Outlook 2007) and were used to assign a set of Styles to an existing document (or a new document) which was opened in either of the two applications mentioned above ?
Please let me know where I can find the procedure to accomplish the same objective in Outlook 365 and Word 365 ?
Thanks.- In Microsoft 365, Outlook has its own editor. By default, the style used for a Message is the Normal style. You can modify that, or any of the available styles in the same way as you modify styles in Word and by setting the option for the modifications to apply to "New documents based on this template", the modified style will apply to all new messages that you create.
While it is not necessary to do so, you can in Word open the NormalEmail.dotm template that you will find in your User Templates folder and make modifications to it in Word. However, the process of making the modifications in Outlook is identical so there is really no reason to do it in Word.- 2022-11-26
Thank you again Doug_Robbins_Word_MVP, for your reply.
I fear that I have not conveyed to you properly what I am looking for in Word 365 (and in Outlook 365).
Please refer to the following extract from a Microsoft Support website which may clarify the issue for your purposes.
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https://support.microsoft.com/en-us/office/load-or-unload-a-template-or-add-in-program-2479fe53-f849-4394-88bb-2a6e2a39479d#:~:text=Load%20templates%20or%20add%2Dins,-When%20you%20load&text=%2C%20and%20then%20select%20Word%20Options,that%20you%20want%20to%20load.
Load templates or add-ins
When you load a template or add-in, it remains loaded for the current Word session only. If you quit and then restart Word, the template or add-in is not automatically reloaded.
In Word 2010, 2013, or 2016, select File > Options > Add-Ins.
In Word 2007, click the Microsoft Office Button Office button image, and then select Word Options > Add-ins.
In the Manage list, select Word Add-ins, and then click Go.
Click the Templates tab.
Under Global templates and add-ins, select the check box next to the template or add-in that you want to load.
If the template or add-in you want does not appear in the box, click Add, switch to the folder that contains the template or add-in you want, click it, and then click OK.
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I have been able to do the above procedure, but am unable to see the option on a menu item in say Word 365 to attach the template file (say a .dotx file) to an open Word document.
I am unable to attach the screen print of my effort in line with the above. Please let me know how I can send you this on the post, or separately to your email address.
