How to install and use the custom templates in SharePoint

How to install and use the custom templates in SharePoint

Your YourOfficeAnyWhere SharePoint site is pre configured with 20 site templates (Server Admin Templates) that you can use when creating new sites. There are also an additional 20 templates(Site Admin Templates) that the site administrator can upload and use. The full list of templates is:

Site Admin Templates

Board of Directors

Business Performance Reporting

Case Management for Government Agencies

Classroom Management

Clinical Trial Initiation and Management

Competitive Analysis Site

Discussion Database

Disputed Invoice Management

Employee Activities Site

Employee Self-Service Benefits

Employee Training Scheduling and Materials

Equity Research

Integrated Marketing Campaign Tracking

Manufacturing Process Management

New Store Opening

Product and Marketing Requirements Planning

Request for Proposal

Sports League

Team Work Site

Timecard Management

Server Admin Templates

Absence Request and Vacation Schedule Management

Budgeting and Tracking Multiple Projects

Bug Database

Call Center

Change Request Management

Compliance Process Support Site

Contacts Management

Document Library and Review

Event Planning

Expense Reimbursement and Approval

Help Desk

Inventory Tracking

IT Team Workspace

Job Requisition and Interview Management

Knowledge Base

Lending Library

Physical Asset Tracking and Management

Project Tracking Workspace

Room and Equipment Reservations

Sales Lead Pipeline


Installing the Site Admin Templates

These have to be installed by your site administrator, if you are unsure who this is please send a helpdesk request to and we will provide you with the details. If you are the site administrator please use the following steps to install the templates into your SharePoint site.

  1. Download the templates from:
  2. When prompted for a username and password enter the account details you use to access SharePoint
  3. Unzip the contents of the file to a folder on your computer
  4. Connect to your SharePoint site using Internet Explorer.
  5. Click Site Actions and then Site Settings
  6. Select Site Templates from the Galleries list
  7. Click Upload and Upload Multiple Documents
  8. Browse to the folder on your computer where you extracted the contents of the file
  9. Select the templates you want to upload and click OK


Using the Site Admin and Server Admin Templates

To use the templates you need to create a new site or workspace.

  1. Click Site Actions and then Create
  2. Enter a title and description for the new site
  3. In the URL name enter a name without spaces (helpdesk)
  4. In the template selection select a template to use for the new site. The new templates are listed in the Application Templates and Custom tabs
  5. Click Create

The new site will be created using the template you specified. If you want to delete this site then do the following:

Please note the following process is irreversible

  1. Open the site you want to delete by click the site tab. If you don’t do this then you risk deleting your main site
  2. Click Site Actions and Site Settings
  3. Under Site Administration click Delete this site
  4. You will receive a warning telling you that you are about to delete the site. Check again to make sure you are about to delete the correct site
  5. Click Delete and OK



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