![]() ![]() ![]() Give it a name and template name, check Include Content checkbox (to save the documents as part of the template), click OK.Click Save document library as template.By the way, it is not just the libraries that you can save as templates – you can also save regular lists as templates as well using the same technique. This technique might not be the best, since you do not want to pollute your app/web part list with all those template libraries. The template library will then become available from the list of apps when you create a new web part/app. Instead of replicating a site like in step above, you would be saving a document library with documents inside as a template. You have to be a Site Owner (Full Control) at the site level to perform the above stepsĪnother way to replicate document templates would be to make them part of a document library.Above method does not work on Communication sites or Team sites connected to an Office 365 Group.This technique is great if you, say, use sites for different projects and want to standardize on the use of certain documents when you create new projects (i.e., Project Charter, Agenda, Meeting Minutes, Lessons Learned, etc.). All future sites created from the site template will contain the document library with a template document in it. However, by doing so, you can create a site template with the document in it. When I say that you can embed a document in a site, it has to reside within a document library (that, in turn, will reside on a site). To be precise here, you can’t embed a document directly in a site. My new favorite is Option # 5 (because it is so easy), but let me also show you all the other ones we have had in SharePoint for quite some time. Here is a summary of where you store and reuse document templates in SharePoint: Depending on how you designed your Information Architecture, you might use one method over another. SharePoint, being a fantastic collaborative environment, has several different options to store and reuse document templates. Whether it is a Meeting Agenda template or a Budget Template, or a Project Charter Template, these documents can bring consistency to a department or a project site. Document templates allow for a great way to standardize on processes within an organization. ![]()
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