Guides for configuring the key utility features, including templates, layouts, custom fields, and more. Customise the system to better suit your organisation’s needs.
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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 ID Card Template This guide walks you through designing a template with dynamic fields completely online to generate student ID cards.
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How to Clone and Customise a Layout Learn how to clone and customise a layout by adding and removing sections and fields.
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.
Practical how-to articles to help you manage and get the most out of your layouts. Learn step-by-step how to customise what users see, organise fields into sections, show or hide information based on conditions, and highlight the data that matters most.