Managing Templates

Creating a Template — The most fundamental step in using templates is simply creating one. In eBECAS/EDMISS NextGen, everything starts with knowing how to set up and save a template—whether you’re working with the HTML editor or uploading a formatted Word file.

• Header and Footer — The headers and footers are Templates of type Section that can be embedded into other templates.

Creating a Template from a Word File — Creating Document Templates from a Microsoft Word file is a powerful alternative when your documents require advanced functionality and special formatting.

• Migrating Templates from the Classic to the NextGen App — The Classic and NextGen templates are not compatible. This article explains how to create new templates from the original Classic templates to use in the NextGen app.
• Word Template Helpers with Word Field Codes — When creating templates in Microsoft Word, Fields act as placeholders (bookmarks) to dynamically insert data from eBECAS/EDMISS. During the merge process, data is inserted exactly as it is, without any logic or advanced formatting. While this is sufficient in most cases, there may be situations where you need to apply conditional logic or formatting based on the merged data. This is where Microsoft Word Field Codes become useful.