Templates

Templates are modular blueprints used in the application to create consistent layouts for emails, SMS messages, and documents. Templates let you quickly send messages or create documents that include data from your records.

The templates on the NextGen version are not compatible with the templates on the Classic version. If you are creating templates for eBECAS/EDMISS Classic, go to this link: Creating Templates from A Word File

Topics

Templates Terminology — Understand the terms commonly used in templates.

Template Categories — Use categories to organize your templates. By creating a logical and intuitive structure, you can easily locate the right template when needed, saving time and effort. Consider categorizing templates based on their purpose.

Managing Templates — Templates are fundamental to drive efficient and consistent communication and documentation within the app.

Template Bookmarks — Bookmarks are the system names for different elements in the system. They can be seen as placeholders that represent an element such as fields that will be replaced with data during the merge process.

Grids in Templates — Grids are an essential component for Templates. They let you display highly-customisable tables or repetitive sections on your templates.

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.

Templates Tutorials — Welcome to Template Tutorials, your go-to resource for mastering templates management! Whether you're a beginner just starting out or an advanced user looking to refine your knowledge, this page offers a comprehensive collection of video tutorials tailored to your needs.

Templates Repository — Some basic templates to help you get started. Simply download the files, make any necessary updates, and upload them to your system.