How to Set a Custom Form as the Default for a Folder

Last reviewed on December 30, 2013

You can easily change the default form used for new items for any folder type except Mail folders.

  1. Contact forms propertiesRight click on the folder name and choose Properties.
  2. Then select the new form from the General Tab, When posting to this folder use: field.
  3. Select the form you want to use.

If the form is published to the current folder, it will be listed in the dropdown; otherwise, you’ll need to select Forms… then browse to find it.

Once you do this, when you click the New button or otherwise create a new item of that item type, Outlook will use the form you selected.

Note that you cannot change the default form used for email.

More Information

To convert existing items to use the new form, use DocMessageClass or the macro at Set Existing Contacts to use Custom Form using VBA

Note that you can’t apply a new form to change the business card on existing contacts. See Changing Microsoft Outlook’s Business Card layout for more information.

Written by

Diane Poremsky
A Microsoft Outlook Most Valuable Professional (MVP) since 1999, Diane is the author of several books, including Outlook 2013 Absolute Beginners Book. She also created video training CDs and online training classes for Microsoft Outlook. You can find her helping people online in Outlook Forums as well as in the Microsoft Answers and TechNet forums.

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