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

2019 State of Financial Reporting Survey

We surveyed nearly 600 finance and accounting professionals on their month-end close and reporting processes. See the results.

VIDEO

What RPA is and how it works

Robotic process automation is like an Excel macro that can work on multiple applications, says Danielle Supkis Cheek, CPA. RPA can complete routine, repetitive tasks such as data entry, freeing up employee time from lower-level chores.