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jmarintzerksu

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Format Font when creating an Outlook 2010 Quick Step

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?
ASKER CERTIFIED SOLUTION
Avatar of TommySzalapski
TommySzalapski
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jmarintzerksu

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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.
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.
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.
Using a command bar will work however there is no way to use a quickstep which is what i was looking for.
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.
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.
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')
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

Perfect thanks tommy
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.
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