Once you've setup the Outlook plugin you'll be able to access the templates, contacts, and files available in your Fileboard. If you haven't installed the plugin, you can see how to do so in our previous help article.
Using Fileboard files and templates in Outlook
1. In the "New Email" window, you can click 'Select Template' once you've added the recipient's email. Select the template and 'Insert Files' from Fileboard. You can also upload files from your system. Then click send.
2. You can also save emails you write as templates in Fileboard to use later.