Updating Existing Templates

Updating an existing template is easy if your strategy or market conditions change. Learn how to update any template in your library.

To update a template, go to the Templates section of the bot dashboard and select the template you want to edit.

If you want to change the template’s global settings, select the gear icon to access the settings.

You can edit the name, description, bot settings, and inputs.

If you want to update any automations, you need to access the template’s bot in the bot dashboard.

If you make changes to the automations and want to save those changes to the template, select the gear icon and choose “Save as Template.”

You then have the option to update an existing template. If you update an existing template, you override the current template with the new version.

The updated template displays the new version number.

Updating existing templates is an efficient way to ensure your template is up-to-date with any changes you make to the bot.

FAQs

No, if you edit a template, it will not change your bot or the templates you had previously shared with others.

If you update an existing template with modifications and no longer want the original, you should use the "update" functionality.

If you want to keep your original template intact and now have a second template with some minor modifications, use the "new" template function.

No.

To add or edit notes to a saved template, select the template and scroll to the bottom of the page.

Templates display their version number and the last update at the top of the page and how many times it has been cloned.