fbpx

How To Add Template To SharePoint

Adding a template to SharePoint can greatly enhance workspace efficiency. By following these steps, you can easily create and apply templates to your SharePoint sites.

To add a template to SharePoint, you can create a site script in JSON that specifies the actions to apply when creating a new site. This includes creating a new list, setting its description, and adding fields. Once you have the site script, register it in SharePoint using the Add-SPOSiteScript cmdlet. After adding the site script, you can create a site template by using the Add-SPOSiteDesign cmdlet.

This site template can then be applied to new or existing sites using the self-service site creation experience or the Invoke-SPOSiteDesign command in PowerShell. Additionally, you can associate a site template with a hub site to apply it to all joining sites.

When applying a site template, the existing content is not deleted, but new pages and libraries are created to support the new look and feel.

To upload and use Office Document templates in SharePoint Online, you need to have the template file in the right format (.POTX for PowerPoint templates, for example) and a SharePoint site to distribute them from. You can use a Communication site or a Team site for this purpose.

Once you have the template file, upload it to the document library of the SharePoint site. This will allow users to create new working documents based on the template.

By following these guidelines, you can effectively add templates to your SharePoint environment, streamlining workflows and boosting productivity.

Creating a Site Script and Site Template

To add a template to SharePoint, you need to create a site script and site template that specify the desired actions and configurations for the new site. This can be achieved using JSON to define the steps to be executed when creating a new site, such as creating lists, adding fields, and setting descriptions. The site script serves as a blueprint for the site template, detailing all the necessary actions.

Once you have created the site script, you can register it in SharePoint using the Add-SPOSiteScript cmdlet. This allows SharePoint to recognize the script and make it available for use. After the site script is added, you can proceed to create the site template by utilizing the Add-SPOSiteDesign cmdlet. This transforms the site script into a reusable template that can be applied to new or existing sites within your SharePoint environment.

When applying the site template, you have multiple options available. You can utilize the self-service site creation experience, where users can select the template during the site creation process. Alternatively, you can use the Invoke-SPOSiteDesign command in PowerShell to apply the template programmatically. It is also possible to associate the site template with a hub site, which will automatically apply the template to all joining sites, ensuring consistency across your SharePoint environment.

Key Steps for Creating a Site Script and Site Template:

  1. Create a site script using JSON to define desired actions and configurations.
  2. Register the site script in SharePoint using the Add-SPOSiteScript cmdlet.
  3. Create the site template by utilizing the Add-SPOSiteDesign cmdlet.
  4. Apply the site template using the self-service site creation experience or the Invoke-SPOSiteDesign command in PowerShell.
  5. Optional: Associate the site template with a hub site to apply it to all joining sites.

When applying the site template, it’s important to note that the existing content is not deleted. Instead, new pages and libraries are created to support the new look and feel specified in the template. This ensures a seamless transition to the desired site configuration while preserving any existing information.

Site Template Creation Process: Benefits:
Create site script Customize site creation process
Register site script Make script available in SharePoint
Create site template Reusable configuration for site creation
Apply site template Consistent site configurations
Associate with hub site Apply template to joining sites

Uploading and Using Office Document Templates in SharePoint Online

To enable users to create working documents based on templates in SharePoint Online, you must upload the template file to a document library within your SharePoint site of choice.

First, ensure that your template file is in the correct format. For example, PowerPoint templates should be saved as .POTX files. Next, select the SharePoint site from which you want to distribute the templates. This can be a Communication site or a Team site, depending on your requirements.

Once you have determined the file format and the appropriate SharePoint site, navigate to the document library within the chosen site. Here, you can upload the template file by selecting the “Upload” option and choosing the file from your local drive. This will make the template available to users who have access to the document library.

After the template file has been uploaded, users can create new working documents based on the template. They can do this by selecting the template file and choosing the “Create New Document” option. This will generate a new document that is pre-formatted according to the template, saving time and ensuring consistency across documents.