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    Hi,

    I need to send out report emails several times a day and I have a different template for each.

    I'm using Outlook in Microsoft Office Professional Plus 2016

    What I want to do is:

    Create the first email of the day using template #1 and when it's sent, have the next email created automatically in the Draft folder using template #2. When that is sent, create the next email in the Draft folder using template #3 and so on.

    I thought I could do it with a rule but the options I would need aren't available.

    Is there any way to do this?

    Thanks in advance,

    Floyd.


    Wednesday, August 30, 2017 2:09 PM

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    Hi Floyd,

    Generally, rules fall into one of two categories—organization or notification. A rule runs automatically on incoming or outgoing messages. See this article about how to manage email messages by using rules. So I am afraid it is not possible to realize your requirement by rules.

    In this situation, you may consider the following workarounds and see if it can be helpful:

    Workaround 1: Add frequently used templates to Outlook’s Jump List

    1. Simply drag & drop a saved template file (oft, msg or eml file) onto the Outlook icon in the Taskbar:

     

    2. When you now right click on the Outlook icon in the taskbar, you'll see the pinned items:

    Workaround 2: Use a Quick Step

    Apart from using templates, an alternative is that we can create a Quick Step instead.

    1. Go to Hone > Quick Steps group, choose the Create New option.
    2. Enter a name for the new Quick Step.
    3. From the Choose An Action drop-down, select New Message, click Show Options.
    4. Enter the template text:

    5. From the Shortcut Key drop-down, select a predefined shortcut if necessary, click Finish. It will now appear in the Quick Step section.  Click the quick step item name to use the template.

    Hope the above information can be helpful.

    Best regards,
    Yuki Sun

    Please remember to mark the replies as answers if they helped.

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    Thursday, August 31, 2017 9:06 AM