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.

Grid Templates — Grids are a powerful template type that let you create tables or repetitive content based on a group of records.

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.