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Easy way to get started

Find all the Shared Email Templates cheat sheets on this page. In the list below, click the cheat sheet of interest to open it in your browser or download a PDF file.

Why cheat sheets? They will help you quickly get started with the add-in. However, even if you've been already using Shared Email Templates for a while and probably know the basic features, a quick look through the cheat sheets may help you discover more functionality for your tasks.

1. Shared Email Templates: General overview

2. User interface

3. Create and manage email templates

4. Organize email templates

5. Macros

6. Insert pictures

7. Attach files

8. Add fillable fields (WhatToEnter macro guide)

9. Datasets

10. Template shortcuts

11. Share templates (create and manage teams)

12. Mail merge

13. Signatures

14. Create and manage a personal account

15. Create and manage a company account