How To Save A Sharepoint Site As A Template?

If you’re looking for an effective way to save and reuse a Sharepoint site, you’ve come to the right place. In this article, we’ll show you how to save a Sharepoint site as a template, so you can quickly and easily create a new site that looks and functions just like the original. We’ll also discuss the advantages and disadvantages of using this method, so you can decide if it’s the best option for your needs. Let’s get started!

How to Save a Sharepoint Site as a Template?

SharePoint is a powerful platform for managing, sharing, and collaborating on documents, data, and web content. It allows organizations to create and store information in a secure, centralized location. One of the most useful features of SharePoint is its ability to save a site as a template, which can then be used to quickly create similar sites with the same structure and content.

Step 1: Access the Site Settings

The first step in saving a SharePoint site as a template is to access the site settings. This can be done by clicking on the gear icon in the top right corner of the screen. This will open the Site Settings page, which contains all the options for customizing and managing the site.

Step 2: Choose the Save Site as Template Option

Once you are in the Site Settings page, you will need to click the “Save Site as Template” option in the Site Collection Administration section. This will open the “Save As Template” page, which will contain a form for customizing the template.

Step 3: Fill Out the Form

In the “Save As Template” page, you will need to fill out the form with the necessary information. This includes a name for the template, a description, and a filename. You will also need to select the checkbox next to “Include Content” if you want the template to include all the content from the site. Once the form is filled out, click the “OK” button to save the site as a template.

Step 4: Download the Template

After clicking the “OK” button, the site will be saved as a template. You can then download the template file by clicking the “Download” button on the “Save As Template” page. This will download the template file to your computer, which can then be uploaded to your SharePoint site.

Step 5: Upload the Template

The final step is to upload the template file to your SharePoint site. This can be done by clicking the “Upload” button in the “Sites” section of the Site Settings page. Once the file is uploaded, you can then use it to create new sites with the same structure and content as the original.

Step 6: Create a New Site

Once the template has been uploaded, you can then create a new site using the template. This can be done by clicking the “New” button in the “Sites” section of the Site Settings page. In the “New Site” page, select the template you want to use and click the “Create” button. This will create a new site with the same structure and content as the original.

Step 7: Customize the Site

Once the new site has been created, you can then customize it to meet your needs. This can be done by adding new web parts, changing the site layout, and adding new content. You can also customize the site’s permissions and settings.

Step 8: Publish the Site

When the site is ready to be published, you can then click the “Publish” button in the “Sites” section of the Site Settings page. This will publish the site and make it available to the public. Once published, the site will be visible to anyone with the link.

Step 9: View the Published Site

Once the site is published, you can then view it by visiting the URL provided. This will open the site in a web browser and you will be able to view the site and its contents. You can also view the site’s settings and permissions in the Site Settings page.

Step 10: Update the Template

If you want to update the template, you can do so by uploading a new version of the template file. This can be done by clicking the “Upload” button in the “Sites” section of the Site Settings page. Once the file is uploaded, you can then use it to create new sites with the same structure and content as the original.

Frequently Asked Questions

What is a Sharepoint Site Template?

A Sharepoint Site Template is a pre-built set of pages, lists, libraries, and other features that can be used to create a new Sharepoint site. The template contains the structure and content of the site, which can save time and effort when creating a new site.

Sharepoint Site Templates can be used to quickly create a site with a specific purpose, such as a project management site, an intranet portal, or a document library. They are also useful for creating multiple sites with the same structure and content.

How to Save a Sharepoint Site as a Template?

Saving a Sharepoint Site as a Template is a simple process. First, make sure that all the content in the site is ready to be saved as a template. Then, open the site in the browser and select Site Settings from the Settings menu. Under the Site Actions section, select Save site as template.

In the Save as Template page, enter a name and description for the template, and select the Include Content checkbox if you want to include the content in the template. Then, click OK to save the template. The template will now be available to use when creating new sites.

What are the Requirements for Saving a Sharepoint Site as a Template?

Before saving a Sharepoint Site as a Template, there are a few requirements that must be met. First, the site must not contain any custom code or features that are not supported by the template. Second, the site must not contain any subsites. Third, the site must not contain any list or library that exceeds the list view threshold.

Finally, the site must not contain any content types that are not supported by the template. Once these requirements have been met, you can save the site as a template.

How Long Does it Take to Save a Sharepoint Site as a Template?

The amount of time it takes to save a Sharepoint Site as a Template depends on the size and complexity of the site. Generally, it should take a few minutes for a small site, and up to an hour for a large site. It is important to note that the template will not be available to use until the save process has completed.

Once the template has been saved, it can be used to quickly create new sites with the same structure and content. This can save time and effort when creating multiple sites with the same content and structure.

What are the Benefits of Saving a Sharepoint Site as a Template?

Saving a Sharepoint Site as a Template has several benefits. First, it can save time and effort when creating multiple sites with the same structure and content. Second, it can be used to quickly create a site with a specific purpose, such as a project management site, an intranet portal, or a document library.

Third, it can be used to share a template with other users, allowing them to quickly create sites with the same structure and content. Finally, it can be used to back up a site and restore it if necessary.

How to Use a Sharepoint Site Template?

Once a Sharepoint Site Template has been saved, it can be used to quickly create new sites with the same structure and content. To use the template, open the Sharepoint Site Template Gallery and select the template. Then, enter a name and description for the new site and click Create. The new site will then be created with the same structure and content as the template.

The template can also be shared with other users, allowing them to quickly create sites with the same structure and content. This can be done by selecting the Share option in the Site Template Gallery, and entering the names of the people who should be able to access the template.

Saving a Sharepoint site as a template is a great way to save time and ensure that all your settings and content are properly stored. With the right steps and guidance, you can easily save your Sharepoint site as a template and quickly create a new site without having to start from scratch. With this knowledge, you can save yourself a great deal of time and effort, while also ensuring that your Sharepoint site is always up-to-date and secure.