How To Create A Template In Outlook With Attachment

Outlook: automatically attach files in new message

Let's say you want to attach your company's profile in all of new created email messages automatically in Microsoft Outlook, how do you deal with it? There are two tricky methods to help you automatically attach files in new messages in Microsoft Outlook.

Automatically attach files in new message with customized template

Automatically attach files in new message with VBA

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Automatically attach files in new message with customized template

This method will guide you to create a new template with an attachment, and then apply this template. It will automatically attach the specified file when you are applying this customized template in Microsoft Outlook.

Part 1: Create a new template with attachments in Outlook
Part 2: Apply this template in future in Outlook

Step 1: Create a new email message:

In Outlook 2007, please click the File > New > Mail Message.
In Outlook 2010 and 2013, please click the New Email button on the Home tab.

Step 2: In the Message window, attach files with clicking the Insert > Attach File, then in the Insert File dialog box, selecting the specified files and clicking the Insert button.

Step 3: Click the File > Save As in the Message window. (If you are using Outlook 2007, please click the Office button at the upper-left corner > Save As > Save As.)

Step 4: In the Save As dialog box,

Enter a name for the new template in the File name: box;
Click the Save as type: box, and select the Outlook Template in the drop down menu;
Click the Save button.

Note: The template will be automatically saved to the Outlook Template folder if you select Outlook Template from the Save as type drop down list.

Step 5: Close current composing email message.

The specific template has been created, and you can apply it if you want to automatically attach the file in your new email message. You can do it as following:

Step 6: Open the Choose Form dialog box:

In Outlook 2007, click the File > New > Choose Form.
In Outlook 2010 and 2013, click the New Items > More Items > Choose Form.

Step 7: In the Choose Form dialog box:

Click the Look in: box, and select the User Templates in File System from the drop down list;
Click to highlight the customized template in the template list;
Click the Open button.

Then a new email message is created with attaching the specified file at once.

Step 8: Compose the new email message, and click the Send button.

Automatically attach files in new message with VBA

There is a trick to automatically attach files in new messages with VBA macro in Microsoft Outlook.

Step 1: Press the Alt + F11 keys to open the Microsoft Visual Basic for Applications window.

Step 2: Click the Insert > Module.

Step 3: Paste the following code into the new module window.

Sub NewMessageWithAttachment() Dim oMsg As Outlook.MailItem Set oMsg = Application.CreateItem(olMailItem) With oMsg .Attachments.Add "C:\Attachment.doc" .Display End With End Sub

Step 4: Change the saving path of attachment in the code according to your needs.

For example, if the file you want to attach named "Office Tab" and the file extension is ".docx", and its saving path is C:\Users\username\Desktop, please replace the "C:\Attachment.doc" with "C:\Users\username\Desktop\Office Tab.docx" in the code.

Step 5: Press F5 key to run this VBA macro.

Then you will see a new email message is created with attaching the specified file at once.

Step 6: Compose the new email message, and click the Send button.

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