Skip to main content

 –

Managing the SBC templates

Suggest edit Updated on January 26, 2021

As a business user, you want to manage the SBC templates.

  1. In the header of Dev Studio, click Launch portalDocument management.
    Search for a template
    1. On the Document page, enter text in the search box and press Enter.
    2. To further filter the results, use the filter in the Status column.
    Copy a template
    1. On the Document page, select the template that you want to copy.

      The template must be approved or pending update.

    2. At the end of the specified row, click the Copy Template icon.

      A new template displays with the copied text.

    3. Name the template, modify any text, save it, and click Finish.
    Update a template
    1. On the Documents page, click the document that you are updating.
    2. Click Begin.
    3. Modify the text, save it, and click Finish.
Did you find this content helpful? YesNo

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.

Ready to crush complexity?

Experience the benefits of Pega Community when you log in.

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us