How To Save A Sharepoint Site As A Template

In this comprehensive guide, we will walk you through the process of saving a SharePoint site as a template, equipping you with the knowledge to efficiently manage your website. By following this step-by-step guide, you will learn how to save your SharePoint site as a template, creating a professional resource that streamlines your website management.

Steps to Save a SharePoint Site as a Template

To save a SharePoint site as a template, follow these simple steps within your SharePoint Online site:

  1. Login to your SharePoint Online site and click on the Settings gear.
  2. On the menu, click on “Site Settings.”
  3. On the Site Settings page, click on the “Save Site As Template” link under the Site Actions section.
  4. On the Save As Template page, provide a file name, template name, and description for your site template.
  5. Optionally, you can select the “Include Content” checkbox.
  6. Click OK to save the site as a template.

Once the site is saved as a template, it will be available under the site collection’s “Solutions” gallery. You can create subsites based on the saved template or download the template and upload it to any other site collection’s solution gallery.

By saving a SharePoint site as a template, you can streamline the process of creating new sites and ensure consistency across your organization’s SharePoint environment. This feature is especially useful for recurring projects or departments with similar site structures.

Remember to provide a descriptive file name and template name, as well as a detailed description, to make it easier for other users to identify and utilize the template. Additionally, the “Include Content” option allows you to preserve the content of the original site when creating new sites from the template.

Tips for Saving SharePoint Sites as Templates:
1. Plan your site structure: Before saving a site as a template, ensure that the site’s structure, layout, and content align with your desired template. Make any necessary adjustments before proceeding.
2. Test the template: After saving a site as a template, test it by creating a new site using the template. Ensure that all elements, including navigation, customizations, and content, are properly replicated.
3. Regularly update templates: As your SharePoint environment evolves, periodically review and update your templates to reflect any changes or additions. This will ensure that new sites created from the templates are up-to-date and aligned with your organization’s requirements.

Availability and Usage of the Saved Template

Once you have successfully saved your SharePoint site as a template, it becomes readily available in the site collection’s “Solutions” gallery, providing various options for its usage. The Solutions gallery serves as a centralized location where you can manage and access your saved templates.

To create subsites based on the saved template, simply navigate to the Solutions gallery and select the desired template. From there, you can choose the “Create Subsite” option and customize the subsite according to your requirements. This allows you to quickly replicate the structure and settings of the original site, saving time and effort.

If you need to use the template in a different site collection, you can download the template as a .wsp file from the Solutions gallery. Once downloaded, you can upload the template to the desired site collection’s solution gallery by accessing the Site Settings and following the appropriate steps. This facilitates easy sharing and distribution of templates across multiple site collections.

Table: Options for Availability and Usage of the Saved Template

Option Description
Create Subsites Use the saved template to create new subsites with the same structure and settings as the original site.
Download Template Save the template as a .wsp file for offline use or sharing with others.
Upload Template Add the downloaded template to another site collection’s solution gallery for usage in different environments.

By taking advantage of the availability and usage options provided by the Solutions gallery, you can maximize the efficiency of your SharePoint site management. Whether you need to create subsites, share templates with colleagues, or reuse templates in different site collections, the Solutions gallery offers a streamlined and organized approach to template utilization.

Mastering SharePoint Site Templates

By mastering SharePoint site templates, you can streamline your website management process and ensure consistent and efficient workflows. SharePoint offers a powerful feature that allows you to save a SharePoint site as a template, providing you with a professional resource for creating new sites with ease.

To save a SharePoint site as a template, follow these simple steps. First, login to your SharePoint Online site and click on the Settings gear located at the top right corner of the page. From the dropdown menu, select “Site Settings” to access the Site Settings page. Here, you will find the “Save Site As Template” link under the Site Actions section.

Clicking on the link will take you to the Save As Template page, where you can provide a file name, template name, and description for your site template. Additionally, there is an option to include the site’s content in the template. Once you have filled in the necessary details, click OK to save the site as a template.

Once saved, the template will be available in the site collection’s “Solutions” gallery. From here, you can create subsites based on the saved template or download the template and upload it to any other site collection’s solution gallery. This allows you to easily replicate site structures and configurations, saving you time and effort in setting up new sites.

By following best practices and mastering SharePoint site templates, you can enhance your SharePoint skills and achieve efficient website management. Templates provide a standardized framework for site creation, ensuring consistency across your SharePoint environment. They also allow for quick and easy site replication, making it ideal for teams or organizations with recurring site requirements. Take advantage of this powerful feature and optimize your website management process today.

Meet the Author

Abdul Rahim has been working in Information Technology for over two decades. Learn how Abdul got his start as a Tech Blogger , and why he decided to start this Software blog. If you want to send Abdul a quick message, then visit his contact page here.