Step-by-step guides for creating and managing templates in eBECAS. Learn how to build document, email, and message templates to simplify workflows and maintain consistency.
Introduction to Templates
A quick overview on what the templates are and how they are created.
Templates Guides
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Creating an Agent Contract Template This two-part video guide demonstrates how to create a Document Template for generating Agent Contracts entirely online using the built-in rich text editor.
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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.
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Creating a Filtered Invoice Details Table In this guide, we’ll show you how to create a Grid Template in NextGen that displays only specific rows using a Conditional Helper. We’ll be working with the built-in Finance Grid of Enrolment > Fees tab and applying logic to filter the invoice details.
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Creating a Student Card Template from a Word Document This guide walks you through designing a template with dynamic fields and uploading it to the system. The template can then be used to generate student cards, either individually or in bulk.
This guide walks you through designing a template with dynamic fields completely online to generate student ID cards.