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Create a Template With the Account Selected

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› Outlook › Create a Template With the Account Selected

Last reviewed on June 9, 2013     3 Comments

It is possible to create a template and choose one of your accounts as the sending account.

  1. Begin by opening an Outlook form. If you use Word as your editor, you'll need to open an Outlook form using Actions, New Mail Using, Microsoft Office Outlook (HTML) or disable Word as the editor in Tools, Options, Mail Format and re-enable it after you save the template.
    Create a custom form that uses the selected account
  2. Select the Account as usual.
    Select the account you want assigned to the template
  3. Go to File, Save as menu and save it as an template (*.oft). By default, Outlook puts it in the Template folder, you may want to save it in My Documents or another location.
    Save the template
  4. Close the email form (click No when asked to save it).

At this point, the template is ready to use.

Note: the following steps apply only to older versions of Outlook. Outlook 2007 and Outlook 2010 do not allow templates to be associated with toolbar buttons. In Outlook 2007, you need to open the template using the Forms menu, publish it to a folder, or copy it to an Outlook folder. See Tip 525: Using Templates

  1. Go to Outlook's View menu and select Toolbars, Customize.
    Customize the toolbar to add the template
  2. Select the Commands tab and drag the Mail Message command to any toolbar or menu and then drop it.
  3. Right click on the button you added and type a name in the Name field, change the Default style to Text, if desired, and change the Button image, if desired.
    Customize the toolbar button
  4. Finally, select Assign Hyperlink, then Open.
  5. Browse to the location where you saved the template and select it.
    Find the template you saved
  6. Close the Customize dialog and click on the button you just added. Verify the correct account is selected, send a test message to your other account to verify it works.

More Information

When you select an account in a template, it uses the Account name to identify the selected account. If you remove the account or change the account name, the template will use the default sending account.

Tip 525: Using Templates

Create a Template With the Account Selected was last modified: June 9th, 2013 by Diane Poremsky

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About 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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Yamini
May 25, 2016 12:03 pm

Apart from my inbox, I have my team's inbox configured in my Outlook. I am trying to create and save a template with my team’s email address in the ‘From’ field. Every time I save the Outlook Form (template), From address changes back to my email address. Is there any way to fix this?

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Diane Poremsky
Author
Reply to  Yamini
May 26, 2016 12:54 am

is the team mailbox added an account or just open in the profile? It's been awhile since i tested this - with the changes in how outlook now handles multiple accounts, it won't work unless as outlook defaults to the account assigned to the current folder. You could use a macro or possibly a script to set the from address.

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highwayrob
Reply to  Yamini
February 9, 2021 3:29 pm

In previous versions of outlook (2016 and prior) this worked. From office 365 ver of outlook, this is no longer possible. Among a myriad of downgrades, this is the service you get for purchasing a monthly software form a company that does not wish to help you, for a fee.
My recommendation is to "upgrade" to Office 2016 to regain that, and many other functionalities.
In this case you could save the oft with the from field already set to the shared mailbox and save the oft in a folder in the shared mailbox (like templates) and then double click to open the template already with the field configured for the shared mailbox.
From now on M$ wants you to manually click that field every time. it's supposed to be helping you.

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