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

Scorecard preparation templates and tips

With Workiva, we've created a PowerPoint deck that helps you create your own scorecards -- quick reference reports used across organizations to update stakeholders on the performance of defined deliverables.

100th ANNIVERSARY

Black CPA Centennial, 1921–2021

With 2021 marking the 100th anniversary of the first Black licensed CPA in the United States, a yearlong campaign kicked off to recognize the nation’s Black CPAs and encourage greater progress in diversity, inclusion, and equity in the CPA profession.