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Using Word to create template to use in Outlook

Keeney Kok, Valerie 21 Reputation points
2020-12-23T23:38:30.53+00:00

I have created a Word template that uses content controls. Some of the controls repeat data from an earlier control using Quick Parts. Everything works in Word, but when I copy/paste it to Outlook to create the template there for easier sending capability; the repeating data stops working. How can I fix that?

Outlook Management
Outlook Management
Outlook: A family of Microsoft email and calendar products.Management: The act or process of organizing, handling, directing or controlling something.
5,072 questions
Word Management
Word Management
Word: A family of Microsoft word processing software products for creating web, email, and print documents.Management: The act or process of organizing, handling, directing or controlling something.
908 questions
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  1. Charles Kenyon 2,806 Reputation points
    2020-12-28T20:02:22.827+00:00

    Word has two features that do what you want. (This is a Word forum.) The first is Content Controls. The second is MacroButton Fields. Both work well in Word and can be saved in AutoText or other QuickParts.

    I have no idea whether either will work in Outlook but you can certainly try. Here is a link to my free Add-In to assist with inserting MacroButton Field Prompts.

    Otherwise, you may have to compose your message in Word and copy-paste to Outlook or send as an attachment.

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  1. Keeney Kok, Valerie 21 Reputation points
    2020-12-28T17:03:29.013+00:00

    Sorry, apparently this system doesn't allow for highlights or underlines? SubContractorName and PrimeGCName are the data entry fields that I need to both blank and repeat. Thanks!

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  2. Keeney Kok, Valerie 21 Reputation points
    2020-12-28T20:12:10.09+00:00

    I think my co-worker has decided to just keep this as a Word doc and then copy/paste. If I can figure out how to do this in Email, I will try that down the road. For now, what I've come up with will have to do. I appreciate the information.

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