I designed a custom form in Outlook 2010 that I have now edited in Outlook 2013.  I need to save the form as a .ost template but when I click the "Save-as" option it just returns me to the form without ever bringing up the save-as dialog.

This was on my work PC running Windows 7 Enterprise with Office 2013.

I tried running a repair on office from "Programs and features" but that didn't fix it.

I also tried opening the form on my home PC running Windows 8 with Office 2013 and I have the exact same problem.

When I open the same form on a PC with Outlook 2010 the "Save-as" works fine and I can save it as a .oft file.

I am an early adopter of Office 2013 for my corporation testing to ensure there are no issues prior to us rolling out Office 2013 to our enterprise (~240,000 users).  

Please help.

• Edited by nsantalu Thursday, November 28, 2013 3:02 AM

Not sure if anyone has found a solution to this yet or not.  I googled it because I was having the same problem but was unable to find the solution.  I messed with it for a while and I think I've found a method that works reliably to save an outlook form as a .oft, so here goes:

When you first start to design your form, start with a form from the Standard Forms Library (i.e., Appointment, Contact, etc.)

When you open the form, it starts out on the default form region.  For example, if you start with the Appointment standard form, the Appointment tab is the default displayed region.  This tab must be selected when you go to save the file as an .oft.

You can still hide this form region, add your own form region, whatever.  Just make sure you select the Appointment form region tab before you Save As.