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Save a Document Library as a Template

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note this is a repost, because the images didn’t go through the first time.

I was recently asked by a customer how to create a library or sites as a template so that you can reproduce them for a bunch of similar activities. Here is how to create a document library as a template. This can be done with all libraries, I just used the example of a document library in this instance.

Build the library in the fashion that you would like and then go to the library settings and select -> save document library as template

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Which gives you the ability to save the basic structure and the content that is associated with the library. Note the include content checkbox.

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Which will give you the following screen, noting that you have completed the task.

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Return to the menu that creates libraries and the sample library becomes a template that you can choose from.

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BTW, in SharePoint 2010 we introduce the ribbon as a way of surfacing features in SharePoint, it becomes a lot easier to work with the features in the libraries.

Enjoy

Comments

  • Anonymous
    April 18, 2010
    what permission is needed to do this? I currently have Design. Do I need Full Control?

  • Anonymous
    March 13, 2013
    Thanks Steven for the post. Please note System Libraries won't have 'save document library as template' link. BUT there is a workaround - sharepointserved.blogspot.ca/.../save-library-as-template-link-is.html Hope this would help someone!

  • Anonymous
    June 30, 2014
    Hi, If I save document lib as a template  with folders, and when I create a new doc.lib based on this template,  it didnt show with folder structure. may i know why this happens am using SP 2013