Boilerplate Access in Outlook


Q. I’m getting loads of e-mails that require only boilerplate responses. I know I can set up AutoText in Word, but how can I do it in Outlook?

A. It’s essentially the same procedure, but the trick is that first you have to set your Outlook Mail Format to default to Word, which, of course, makes your e-mail preparation much more convenient.

Here are the steps to follow: Go to Tools, Options, Mail Format and then place a check in the box Use Microsoft Word to edit e-mail messages.

Type or copy the boilerplate text into a message and highlight it. Go to Insert, AutoText, New and enter an abbreviation for the text and click on OK .

Now when you want to evoke the boilerplate in an e-mail Reply , go to Insert, AutoText and click on the abbreviation. Shortcut: Type the abbreviation and press F3.

SPONSORED REPORT

Keeping client information safe in an age of scams and security threats

A look at the Dirty Dozen tax scams and ways to protect taxpayer information.

TAX PRACTICE CORNER

More R&D tax help

"Can I use the R&D credit?" PATH Act enhancements make the credit more attractive to a wider range of taxpayers.

QUIZ

News quiz: Tax-related data breach explained

News about a data breach that affected about 100,000 people, the IRS’s budget for the fiscal year, and the 2018 health spending account limits received attention recently. See how much you know with this short quiz.