Real World Questions, Real World Answers
Never forget to attach an important file again.
Attachment Forget-Me-Not
Discount code: BH93RF24

Quick Steps and HTML formatted message templates (fonts, tables, images etc)

I really like the ability to instantly reply with a message template via Quick Steps.

This works for most of my replies but for one type of reply I need to have rich text formatting support with additional font settings, an image and also a table.

I’ve tried copy/pasting the content from the source document and even put in HTML codes within the Text area of the Quick Step but it seems that this field is Plain Text only.

Is there any way to make this work with a Quick Step or another quick alternative?

Reply with Quick Step Template buttonQuick Steps indeed don’t support the HTML format for a predefined message. What you can do however is create a Quick Part or AutoCorrect entry for your table.

This requires a little additional interaction to get the mail out but not much. Both methods are also quite easy to set up and to update if you ever want to adjust your template text.

Method 1: Quick Parts

Quick Parts buttonUsing a Quick Part is the intended way as it allows you to create and manage Building Blocks of text and has full support for Rich Text formatting as well as for image and tables.

Once you’ve executed the Quick Step, you can insert a prepared Quick Part via Insert-> Quick Parts.

Another way to quickly insert the Quick Part is by defining a short name for it any type that name in your message. For instructions see: AutoComplete Quick Parts.

For more details about managing Quick Parts see: Adding, modifying and deleting Quick Parts.

Method 2: AutoCorrect

AutoCorrect buttonAnother alternative would be to create an AutoCorrect entry and add the “Replace” word to your Quick Step message body already.

Then all you have to do is type a space behind that word after executing the Quick Step and it will instantly replace that word with your formatted text, image, table or combination thereof.

For instructions see: AutoCorrect and text formatting support.

Use "4PM76A8" to get a discount when ordering!