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SharePoint Site Templates in nBold (Beta)

Rob avatar
Written by Rob
Updated this week

Overview

nBold now allows you to create SharePoint-only templates, in addition to Microsoft Teams templates.

With SharePoint Site Templates, you can standardize and automate the creation of SharePoint sites across your organization while enforcing governance, structure, and consistency — without requiring a Microsoft Teams workspace.

This new template type is ideal for:

  • Project sites

  • Knowledge bases

  • Compliance or audit sites

  • Departmental SharePoint portals

  • Any SharePoint-centric use caseWhat’s new at a glance

  • A new template type: SharePoint Site Templates

  • The nBold Home page now lists SharePoint sites you belong to

  • Ability to clone a full SharePoint site (libraries, lists, pages, navigation)

  • Access to the same governance policies already available for Teams templates

How SharePoint Site Templates work

1. Home page now includes SharePoint sites

The nBold Home page has been extended to display all SharePoint sites the user has access to, in addition to Microsoft Teams.

This allows you to:

  • Browse existing SharePoint sites

  • Use them as source sites for templates

  • Apply governance and automation at scale

2. Choose the template type

When creating a new template,

you now choose between:

  • Microsoft Teams – classic Teams-based templates

  • SharePoint – SharePoint-only templates

Select SharePoint to create a template based purely on a SharePoint site.

3. Select the source SharePoint site

Choose the existing SharePoint site that will serve as the source for your template.

This source site defines:

  • Site structure

  • Libraries and lists

  • Pages and navigation

  • Metadata, views, and content

4. Define basic template information

Provide the essential information for your SharePoint template:

  • Template name – displayed in the nBold catalog

  • Description – explains the use case to end users

  • Language – default language for the template

5. Configure Governance Policies

nBold supports advanced SharePoint site cloning and Governance Policies

SharePoint Site Templates support the same governance framework as Microsoft Teams templates.

From the template configuration, you can define:

📌 Each policy works the same way as for Teams templates and is now applicable to SharePoint-only sites.

Things to know

  • SharePoint Site Templates do not create Microsoft Teams

  • Teams-specific features (channels, tabs, Planner, etc.) do not apply

  • Permissions and visibility depend on SharePoint and Microsoft 365 settings

  • As a Beta feature, some advanced SharePoint capabilities may evolve

🧪 The SharePoint Site Templates feature is currently available in Beta. We invite you to test the provisioning based on the specific site you want to clone. While the nBold team had thoroughly tested in the last few weeks, our experience shows that with Microsoft 365 and SharePoint variety of options & config we might come across new potential provisioning issues.

If you have feedback or specific SharePoint scenarios to cover, feel free to reach out to the nBold team.

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