Manage Templates

You can copy, rename, and delete a template folder like you would any other folder, but a template has special considerations when you import or share them.

Open the Template page by selecting Developer and then View All Templates. Use options on the menu bar or right-click menu on the Templates page to perform any of these tasks.

Task Description

Create a template

If you have a site that you want to use as a starting point for other sites, you can create a template from that site.

Note:

You must have the Downloader, Contributor, or Manager role for the site, and your administrator must enable the option. If you don’t see the Create menu on the templates page, contact your administrator.

On the templates page, click Create, then click Create from existing site. Select a site, name your template and click Create. See Create a Template from a Site.

View and edit template files

You can explore the folders and files that make up the template by selecting the template and choosing Open.

If you’re a web developer, you can download and modify individual template files or you can use the desktop app and synchronize the changes you make on your local system. You can also export the template package, which includes the associated theme and any custom components, and work with it offline in your preferred development environment.

A template is represented by a folder structure that you can work with like other folders.

When you export a template, all elements of the template, including a copy of the theme and any components, are collected in a template package that you can download and work with offline. See Develop Templates.

Create a site

To create a site from a template, select the template and choose Create Site. See Create Sites.

Rename a template

Right-click the template you want to rename and choose Rename. Enter a name for the template that’s different from any other template on the same server. For naming guidelines, see Create a Template from a Site.

Copy a template

You can create a template by copying an existing template and making changes to the copy.

Note:

When you copy a template, sharing information associated with the template isn’t copied.

Right-click the template you want to copy and choose Copy. Enter a name for the template that’s different from any other template on the same server. For other naming guidelines, see Create a Template from a Site

A progress bar shows the new template name and copy status.

Delete or restore a template

If you have the appropriate permissions, you can delete a template folder and its contents. When you delete a template, the template folder and all its associated folders and files are moved to the trash.

You can delete or restore a template if you created the template (you’re the template owner) or if someone has shared a template with you and has given you the contributor or manager role.

Note:

When you delete a template, the associated theme and custom components are not deleted.
To delete a template, right-click the template you want to delete and choose Delete. You are prompted to move the template to the trash. A deleted template stays in the trash until:
  • You restore the template.

  • You permanently delete the template.

  • Your trash quota is reached.

  • The trash is automatically emptied based on the interval set by your service administrator. The default value is 90 days.

To restore a template, click Trash in the Templates drop-down list, then select the template and choose Restore from the menu bar or the right-click menu.

Export or import a template

You can export a template to modify it offline and then import it either as a new template or to replace the existing template. You can also export a template to move it to another instance and import it there.

When you export a template, you copy the template to a folder as a single .zip file. You can download the template package directly from the folder to unpack and work with the individual files. When you’re done working with the files, create a .zip file containing the template package, import it, and overwrite the original template or create a new one.

See Export and Import Templates.

Share a template and manage member roles

If you're the owner or a manager of a template, you can share a template with other users and assign a role that defines what the user can do with the template.

If governance isn't enabled, assigning any role to a user gives them permission to create a site from the template. If governance is enabled, you must activate the template and make sure the user is included in the template audience to give them permission to create a site from the template. See Change Template Status or Audience.

The template's theme and custom components are stored as separate objects, and are just referenced in the template. Therefore, theme and custom component membership is managed separately. When you share a template with a user, no matter what role you give them for the template, they're automatically given the Downloader role for any associated theme and custom components to ensure that those objects are available to the user if they create a site from the template.

Right-click the template you want to share, choose Members, and click Add Members.

Enter one or more user names or email addresses, and assign one of these roles:
  • Viewer: Viewers can view the folders and files of the template, but can’t change things.

  • Downloader: Downloaders can also download files and save them to their own computer.

  • Contributor: Contributors can also edit template details and template files, upload new files, delete files, and delete the template itself.

  • Manager: Managers can also add users and assign their roles. The owner (creator) of a template is automatically assigned the manager role.

View or edit template details

To view template details, select the template, and then choose Details. The template details include the template name, author, support files, description, theme, custom components, and the thumbnails. If you have the appropriate template role, you can edit the details. See Change Template Details.

View or edit template policies (with governance enabled)

If governance is enabled and you're a site administrator, you can view template policies, such as required approval, minimum security, site expiration, and localization. Select the template, choose Details, and click the Policies tab. See Change Template Policies.

Make a template available for site creation and manage who can use the template to create sites (with governance enabled)

If governance is enabled and you're a site administrator, you can make the template available for site creation and manage who can use the template to create sites. Templates that are active (available for site creation) show Active icon next to them.

To change the status or audience, select the template, and choose Details.

  • To make the template available for site creation, click the status switch to activate it.
  • To change who can use the template to create sites, click the Audience tab. See Change Template Status or Audience.