Migrating an Agent Contract Template from Classic

is is a two-video series where we are migrating a template from eBECAS/EDMISS Classic. We will create this template by updating the Word file template from Classic and creating a new template eBECAS/EDMISS Next Generation.

Part 1 - Migrating an Agent Contract Template with Single Fields

In this video, we will modify an eBECAS/EDMISS Classic Template by replacing the Agent Details (single fields).

The following is the merged document: Agent Contract (Word) (Part 1).pdf

Let’s watch how the migration process works…

https://vimeo.com/993219935/61c682eba4?share=copy

Source File

The following is the template used on this video. You can download and use it as a reference for your templates: (Part 1) Equator IT LL1.docx

Part 2 - Migrating an Agent Commissions Grid

In this video, we are migrating a grid to display the agent commission on the Template created in Part 1 of this series.

The following is the merged document after the updates → Agent Contract (Word) (Part 2).pdf

https://vimeo.com/993231625/d88b2cbc8b?share=copy

Source File

The following is the template used on this video. You can download and use it as a reference for your templates: AgentContract.docx