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Version: 4.1 (2026-H2)

Outlook Template Types

Outlook templates in primedocs are created and managed for Outlook (New). All templates are HTML-based and are edited in the primedocs HTML template editor.

Template TypePurpose
Email TemplatePredefined email messages with dynamic fields and forms.
Campaign TemplateHTML content blocks (banners, promotional text) that are automatically embedded in signatures.
Signature TemplateAutomatic email signature with profile data and optional campaign fields.
Disclaimer TemplateLegal notices that are appended to outgoing emails.

Tools​

Two areas are used when creating Outlook templates:

  • Outlook (New) — For creating the visual content of an email or signature.
  • primedocs Add-In (Templating menu) — For converting the visible content into HTML and back.
  • HTML template editor — For editing the HTML content directly in the primedocs template editor.
tip

Since all email messages in Outlook (New) are HTML-based, the templates in primedocs are also created in HTML in a template editor.