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A Stitch in Time: Creating & Using Quick Parts & Templates in MS Word & Outlook Stacey McGowen, Balliol College Rachael Connelly, Wolfson College Tuesday 28 March 2017

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A Stitch in Time:Creating & Using Quick Parts &Templates in MS Word & Outlook

Stacey McGowen, Balliol CollegeRachael Connelly, Wolfson College

Tuesday 28 March 2017

QUICK PARTS

Quick Parts in Outlook• Open a new blank email

• Set text format to ‘Plain text’

Quick Parts in Outlook• Compose your email

• Highlight your email

Quick Parts in Outlook• Open Quick Parts (‘Insert’ tab, ‘Text’ tools)

• Save selection

Quick Parts in Outlook• Give your Quick Part a name

• Assign it to a category

Quick Parts in Outlook• Organise your Quick Parts

TEMPLATES

Templates in Outlook• Compose the email

Templates in Outlook• Save the template as an Outlook Template object

Templates in Outlook• Open the template:

• Home

• New Items

• More Items

• Choose Form…

Templates in Outlook

• Navigate to File

• Scroll down to User Templates in File System

Templates in Outlook• Add a shortcut to the

Quick Access Toolbar

• Home

• New Items

• More Items

• Choose Form

• Right click…

Templates in Outlook

• Select Add to Quick Access Toolbar

• New shortcut will save you a few clicks each time

Templates in Word• Compose the basic letter or form

Templates in Word• Save the template as a Word Template object

Templates in Word• Create a new

document based on your template:

• File

• New

• Personal

• Select template

Templates in Word• Avoid making

changes to the master template!

• You’ll know you’re editing the correct doc if the default Filename starts with ‘Document’

• Save even more time by adding a shortcut to the Quick Access Toolbar

QUESTIONS?

Stacey McGowen ([email protected])

Rachael Connelly ([email protected])