How to Add an Outlook Template

In MS Outlook, create a new email.

Create the required email template by formatting the email accordingly.

Save it as an Outlook Message Format - Unicode (.msg) file on your hard drive.

In the 12d Synergy Client application, access the template library folder to which this .msg file has to be added. Add the .msg file using the Add files button on the quick access toolbar, or by dragging and dropping it into the template library folder.

In the 12d Synergy Administration application > Emails > Outlook Templates > New Outlook Emails, click the Change button.
The Find a job prompt is displayed.

Browse for the job in which the email template is saved and click the Select button.
The selected job details are displayed in the Select a folder that contains the Outlook templates prompt.

Select the folder in which the email template is saved and click the Select button.

In MS Outlook > 12dSynergy menu option, click the New Email from Template  icon.



The email template is displayed as a new email. You can draft the required email in the template and send it.