Outlook-Specific Templates

What it is

Outlook email templates are pre-formatted email messages that you can reuse. They save time and ensure consistency by including:

  • Pre-built structure: Proper heading hierarchy and organization
  • Consistent formatting: Appropriate fonts, sizes, and styles
  • Placeholder content: Prompts for where to add information
  • Accessibility features: Built-in elements like skip links, proper headings, and structure

Templates are especially useful for recurring communications like:

  • Weekly status updates
  • Meeting invitations with agendas
  • Bilingual announcements
  • Standard replies or responses
  • Project update formats

Why it matters

Using accessible email templates helps maintain accessibility because they:

  • Build in accessibility from the start: Templates include proper structure, headings, and navigation before you add content
  • Ensure consistency: Everyone using the template follows the same accessible format
  • Save time: No need to recreate skip links, bookmarks, or heading structures for each email
  • Reduce errors: Pre-built accessibility features mean fewer chances to forget important elements
  • Provide guidance: Templates can include reminders and best practices for content authors
  • Scale accessibility: One well-designed template benefits all future users

Templates vs. Signatures

Email templates are different from signatures. Signatures appear at the end of every email automatically, while templates are full email formats you choose to use for specific communications.

How to use email templates

Opening an existing template

  1. In Outlook, go to Home tab
  2. Click New Items > More Items > Choose Form
  3. In the "Look In" dropdown, select User Templates in File System
  4. Select the template you want to use
  5. Click Open
  6. The template opens as a new email with pre-formatted content
  7. Fill in the placeholder content
  8. Send as normal

   Keyboard shortcut

After opening Outlook, press Ctrl + Shift + P to open the Choose Form dialog, then navigate to your templates.

Modifying template content

When using a template:

  • Replace placeholder text with your actual content
  • Maintain the heading structure - don't remove or re-order headings
  • Keep any skip links or bookmarks intact
  • Follow any instructions included in the template
  • Add content, but preserve the template's accessibility features

Creating your own templates

You can create custom templates for your specific needs.

Steps to create an accessible template

  1. Create a new email in Outlook
  2. Set the message format to HTML (Format Text > HTML)
  3. Build the structure using proper heading styles
  4. For bilingual templates, add skip links and bookmarks
  5. Add placeholder text in [square brackets] to guide content entry
  6. Test the structure with a screen reader if possible
  7. Go to File > Save As
  8. In "Save as type," select Outlook Template (*.oft)
  9. Give your template a descriptive name
  10. Click Save

Template best practices

  • Include instructions: Add comments or placeholder text explaining how to use the template
  • Use descriptive names: Name templates clearly (e.g., "Weekly_Status_Bilingual_Template")
  • Test thoroughly: Use the template yourself before sharing
  • Document the structure: Note which sections are required vs. optional
  • Share templates: Save to a shared location so others can use them
  • Update regularly: Review and update templates based on feedback

Template examples

Simple bilingual announcement template

   Template structure

Subject: [Brief, clear subject] / [Sujet bref et clair]

Skip to: English | Français

[Announcement Title]

[Insert announcement content in English]

What you need to do:

  • [Action item 1]
  • [Action item 2]

Questions? Contact [Name] at [email/extension]

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[Titre de l'annonce]

[Insérer le contenu de l'annonce en français]

Ce que vous devez faire :

  • [Élément d'action 1]
  • [Élément d'action 2]

Des questions? Contactez [Nom] à [courriel/poste]

Haut de la page

Project status update template

   Template structure

Subject: [Project Name] - Status Update [Date]

Overall Status

[On track / At risk / Behind schedule]

Completed This Week

  • [Accomplishment 1]
  • [Accomplishment 2]

Planned for Next Week

  1. [Task 1]
  2. [Task 2]

Issues and Risks

[Describe any blockers or concerns, or state "None"]

Questions or Support Needed

[List any questions or support needs, or state "None at this time"]

Email templates checklist

  • ☐ Template saved as .oft format
  • ☐ HTML format enabled
  • ☐ Proper heading hierarchy included
  • ☐ Skip links and bookmarks for bilingual content
  • ☐ Placeholder text guides content entry
  • ☐ Borders used instead of text separators
  • ☐ Template tested before sharing
  • ☐ Descriptive filename
  • ☐ Saved in accessible location for others
  • ☐ Instructions or guidelines included
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