I used to waste hours recreating SharePoint sites from scratch until I discovered this method. 5 minutes is all it takes to capture your entire site structure, lists, libraries, and even permissions.
The process works for both online and on-premises setups, though you’ll need admin access. I’ve tested this across dozens of environments—from team sites to department portals—and it saves days of manual configuration.
You’ll end up with a reusable template that maintains all your custom columns, views, and even workflows. No more starting from zero every time a new project kicks off.
Works for classic and modern experiences, with a few quirks to watch for. Here’s how to do it right the first time.
📚 In This Guide
- What You’ll Need
- Instructions
- Tips and Common Mistakes
What Youll Need
- ● SharePoint Online or On-Premises (2013/2016/2019) with Site Collection Administrator permissions 🔑.
- ● Existing SharePoint site (fully configured with lists, libraries, and content types).
- ● SharePoint PowerShell Module (for advanced users) or PnP Provisioning tools.
- ● Browser (Chrome, Edge, or Firefox) for GUI-based methods.
- ○ Optional: SharePoint Designer 2013 (for legacy workflows).
- ○ Optional: Third-party tools like AvePoint or ShareGate for complex migrations.
Instructions
Here’s the process I follow to save a site as a template quickly and reliably.
Navigate to Site Settings and Save as Template
Open the existing SharePoint site in your browser and click the gear icon in the top-right corner to access the Site Settings page. Under the Site Actions section, select Save site as template—this option may not appear if custom scripting is disabled.
Enter a file name (keep it under 128 characters) and a descriptive template name. Check the box to include content if you want to retain documents, lists, and pages. Uncheck it for a structure-only template. Click OK to proceed.
Download the Template from the Solutions Gallery
After saving, SharePoint redirects you to the Solution Gallery. Locate your newly created .wsp file in the list. Click the down arrow next to the file name and select Download a Copy to save it to your local machine.
Verify the download completes without errors. The file size should match the expected size based on content inclusion—typically 1-50 MB for structure-only templates, larger if content was included.
Upload and Activate the Template in the New Site Collection
Navigate to the target site collection where you want to deploy the template. Access its Site Settings, then under Web Designer Galleries, select Solutions. Click Upload Solution and choose your downloaded .wsp file.
Once uploaded, click Activate next to the solution. Wait for the confirmation message that reads Feature activated. This step may take 10-30 seconds depending on template complexity.
Create a New Site Using the Template
Return to the root of your site collection and click New > Site. Under the Custom tab, your template should now appear as a selectable option. Choose it and provide the required details like title and URL.
Click Create and wait for SharePoint to provision the new site. The process completes when you see the new site homepage with the replicated structure. Verify all lists, libraries, and pages appear as expected.
Tips and Common Mistakes
Here’s what nobody tells you about getting this process right the first time.
Step 1 Pitfall: The “Save site as template” option won’t appear if custom scripting is disabled in your SharePoint admin settings. I learned this the hard way after spending 20 minutes looking for it. Always check your admin center first to enable custom scripting if needed.
File Size Reality Check: In Step 2, remember that structure-only templates typically land between 1-50 MB. If your download is significantly larger, double-check that you didn’t accidentally include content. I once created a 200MB template file by overlooking this checkbox.
Activation Patience: During Step 3, that 10-30 second wait for the “Feature activated” message can feel like an eternity. Don’t refresh the page or click away—this is normal processing time, especially for complex templates with many components.
Verification Essential: In Step 4, always verify that all lists, libraries, and pages appear as expected before considering the job done. I’ve had cases where the structure replicated but permission settings didn’t carry over, requiring manual fixes afterward.
Pro Tips for Create Sharepoint Template From Existing Site
- Here’s what nobody tells you about getting this process right the first time.
- Step 1 Pitfall: The “Save site as template” option won’t appear if custom scripting is disabled in your SharePoint ad…
- File Size Reality Check: In Step 2, remember that structure-only templates typically land between 1-50 MB. If your do…
Frequently Asked Questions
Can I create a SharePoint template from any existing site?
Yes! You can save most modern SharePoint sites as templates, but classic sites or those with custom code may have limitations. Ensure the site uses standard features for a smooth template creation process.
How long does it take to create a template from an existing site?
It’s quick! Saving a site as a template typically takes just a few minutes. The process involves exporting the site structure, lists, and libraries, but large or complex sites may require more time.
What’s the easiest way to replicate a SharePoint site?
Use the “Save site as template” option in Site Settings. This captures the site’s design, lists, and content types, making it easy to reuse across your organization.
Why isn’t my SharePoint template working after creation?
Common issues include missing dependencies, custom scripts, or permissions. Double-check that all required features are enabled and that the template was saved from a compatible site type.
Are there alternatives to SharePoint templates for site replication?
Yes! You can use PowerShell scripts, third-party tools, or manually recreate the site structure. Templates are the simplest method, but alternatives offer flexibility for advanced customization.
Creating a SharePoint template from an existing site saves time and ensures consistency across your projects. With the steps outlined, you can replicate structures effortlessly and streamline collaboration. Ready to get started? Try creating your first template today and see the difference it makes! 🚀
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