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Version: 4.1 (2026 H2)

Outlook Template Types

Outlook templates in primedocs are created and managed for Outlook (New). Email, signature, and campaign templates are HTML-based and are edited in the primedocs HTML template editor. The disclaimer template is the exception: it is created as a Word document (.docx).

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​

Three areas are used when creating the HTML-based 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.