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Format Font when creating an Outlook 2010 Quick Step

Posted on 2010-11-18
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Last Modified: 2012-05-10
Hi Experts:

I have a user that wants to setup an outlook quick step.  She would like to click the quick step and have it create a new message that comes from the a separate email address (her club email not her)   She would like the text to have some bold parts to it not all plain text and she doesn't want her signature to show up.

Is this possible?
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Question by:jmarintzerksu
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Accepted Solution

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TommySzalapski earned 250 total points
ID: 34194129
It's easy. Just open a new email, set it all up the way you want it to look (fill out the From, set the format to HTML, delete any signatures, etc). Then click file->save as... and save it as type Outlook Template (*.oft)

Then you can point a quick step or a custom ribbon button to the template. Detailed instructions for either of those options can be found here
http://ike.its.uiowa.edu/article/1723
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Author Comment

by:jmarintzerksu
ID: 34196813
I have my outlook template setup but my problem is that I don't see anyway to point a quickstep to the template.  The article that you sent me to is just for setting up a generic quick step which i know how to do it doesn't mention anything about pointing my quickstep to the outlook template.
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Expert Comment

by:TommySzalapski
ID: 34198427
Okay. If the options you want aren't supported in the Quick Steps, just attach it to a command bar button like in the second set of instructions.
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Author Comment

by:jmarintzerksu
ID: 34198522
This does work however it does take several steps to complete. She would have to choose her form - select user templates in file system - browse out to her saved file and then select the recipients.  I was hoping to eliminate those steps by using a quickstep that would automatically reply to the person from the other account, have the message formatted and not her signature. However, it seems like our only option is to do it the old fashion way or to use the command bar button.
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Author Closing Comment

by:jmarintzerksu
ID: 34198538
Using a command bar will work however there is no way to use a quickstep which is what i was looking for.
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by:TommySzalapski
ID: 34198563
The command bar button will work just like the Quick Step. If you set it up right, it will automatically open the template set up just the way you want it. You can set up the recipients in the template as well. It should all work from a single click.

All the Quick Steps are is command bar buttons with fewer options for what they can do.
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Author Comment

by:jmarintzerksu
ID: 34198616
There probably is a way to automatically select my template by just a button click however i am not an outlook expert by any stretch of the imagination the only way that i can see to do it is to always choose my form using the browse button.  It would be nice if a button would always select my template, it would even need to select my recipients if when i click the button it would automatically open my template.
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Expert Comment

by:TommySzalapski
ID: 34198795
There is a way to do it. It used to be easy in 2003, but in 2007/2010 you need to make a macro.
On the developer tab click 'macros' type a name (like fromOtherAccountTemplate or something descriptive (no spaces)) put this line in it.
(Of course use your template's path)
Application.CreateItemFromTemplate("C:\Program Files\Microsoft Office\Templates\APPT2.oft")

Right click on the ribbon and hit 'customize ribbon'.
On the right side right-click on home(mail) and hit 'add new group'.
Rename the new group "My Quick Steps" or something.
With your new group selected go to the left side, in the 'choose command from' dropdown select macros. Click your macro you created and drag it to your custom group you just created (or hit 'Add')
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Expert Comment

by:TommySzalapski
ID: 34198803
So the macro should look something like this
Sub SendFromTemplate()
Application.CreateItemFromTemplate ("C:\Program Files\Microsoft Office\Templates\APPT2.oft")
End Sub

Open in new window

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Author Comment

by:jmarintzerksu
ID: 34198984
Perfect thanks tommy
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Expert Comment

by:ndenny
ID: 34539500
All:

I went through that process, but the template is not launching for me.  

I enabled all macros in macro security menu as troubleshooting.  I also ensured that the path is correct (copied and pasted path/file name).  The location is my computer's second partition.  I closed and reopened Outlook.  OS: 7 Pro x64.  Office is x86.

My macro:
Sub NewSR()
Application.CreateItemFromTemplate ("D:\_Projects\SLA\SRtemplate.oft")
End Sub

Any tips?

Solution certainly looks promising, hope I iron it out.  People would love it.
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LVL 37

Expert Comment

by:TommySzalapski
ID: 34539546
The proper way to do this here on EE is to click the 'ask a related question' button and ask your question there. Please include the Office version as well (2010?)

Put this as the first line of the macro and let us know (in the new question) if it pops up or not.
MsgBox "I got here"

That way more than just me will see it but it will still email me your question.

Thanks,
Tommy
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