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Modify an existing template
Updated over 2 months ago

Modify existing templates as needed to keep them relevant. From the Provisioning page, you can also view template details, duplicate templates, copy a template's Teams link, or delete templates.

Index

View template details

From the Provisioning page in ShareGate:

  1. Select Details next to a template to view its configurations.

    • Use the arrows to cycle through the details view of your existing templates.

    • You can access all the actions outlined in this article from the details view.

Edit a template

From the Provisioning page in ShareGate:

  1. Select Edit next to the template you wish to modify.

  2. Update the template as desired.

  3. Select Save.

Note: If you leave while editing a template, your progress won't be saved.

Duplicate a template

Duplicate a template to create a new template with the same configurations as the selected template.

From the Provisioning page in ShareGate:

  1. Select Duplicate next to the template you wish to duplicate.

  2. Enter a name for the duplicated template.

  3. Select Create.

Copy a template's Teams link

From the Provisioning page in ShareGate:

  1. Select Copy link next to a template to copy its Teams link to your clipboard.

Delete a template

From the Provisioning page in ShareGate:

  1. Select Delete next to the template you wish to remove.

Tips

  • Teams created from a template do not change when you edit or delete the template.

  • When you delete a template, it no longer appears as an option for end-users. Teams created from the deleted template are unchanged.

  • Provisioning actions such as editing a template and deleting a template are shown in your activity log.

  • You can't create multiple templates with the same name.

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