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

Why cybercriminals are targeting CPAs

This free report expands on the most commonly found scams, why education and specialized IT knowledge help to lessen security vulnerabilities, and why every firm should plan carefully for how it would respond to a breach.

PODCAST

How tax reform — and Excel — are changing the CPA Exam

Mike Decker, the vice president of examinations at the AICPA, discusses changes being made to the exam as a result of tax reform — and about how Excel will now be available for use on the test.