Shared Email Templates

Owner

U

Untitled

U

Untitled

Verification

Verified

Department

Tech

Type

Standard Procedure

Use Cases

OrdersCreditTech

SOP Overview

Getting Started with Shared Email Templates in Outlook

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Terminology

Table of Contents

• Step-By-Step Instructions
• Getting Started with Shared Email Templates in Outlook
• You will only see the teams you have been invited to or already a part of.
• Enter your Team Password
• Once you enter password, it will show all email templates for your team that you can use and edit

Documentation and Resources

Add/Upload Documentation and resources related to this SOP

Related Systems/Applications

Step-By-Step Instructions

Getting Started with Shared Email Templates in Outlook

1. Join your team using the recent email invite you received


Side quest: Mimecast Verification


2. Locate the 'All Apps' icon and add Shared Email Templates


Please note Shared Email Templates are available to use when replying to an email or creating a new email

3. If you have it installed already, you will see it when you click on the 'All Apps' button

4. Sign in with Microsoft (using your internal @tedwardwines.com account)


5. Access your own team templates.

You will only see the teams you have been invited to or already a part of.

Enter your Team Password

Password will be provided by the Technology team. Password for Credit and Order Board Teams: officereprep Last updated as of @April 4, 2024

Once you enter password, it will show all email templates for your team that you can use and edit

Orders and Credit team have Edit permissions so you may adjust as needed to keep up with current procedures and processes

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