Help Desk – Outlook Template

Outlook Templates

Keywords – backup templates, restore Templates, Outlook Templates, templates Outlook, templates restore. Templates backup

Problem

User wants to backup, restore, or use Outlook templates.

Often templates need to be saved to a separate location before re-imaging a device.

Things to Keep in Mind

Users often need to write duplicate e-mails and find it useful to save e-mails as templates for future use.

Templates are not usually saved to the user’s H: drive by default; instead they are usually saved on the local computer in the %appdata%\Microsoft\Templates\ folder.

Back up the templates

1. In Windows, open File Explorer.
2. Navigate to the %appdata%\Microsoft\Templates\ folder.

   

3. Outlook templates end in *.oft.
4. Open a second File Explorer instance and copy the files from the folder to the user’s H: drive or department drive.

Restore the templates to Outlook

1. In Windows, open File Explorer.
2. Open the location of the Outlook templates on the user’s H: drive or department drive.
3. Open a second File Explorer instance and copy the files from the user’s folder to the %appdata%\Microsoft\Templates\ folder.

Using the template(s)

1. In Outlook, click New Items > More Items > Choose Form…
   
2. Select User Templates in File System from the dropdown menu and the templates should be visible like this:

   

CI = Outlook

Service Catalog Values = Application Support > Issue Resolution > Issue Report

Escalation Tree:

Tier 1: IS – Support – Help Desk

Tier 2: IS – Support – LEB Software (Or Regional Support)

Tier 3: N/A