How-To Guides
Need help getting things done? These step-by-step guides walk you through common tasks, so you can work faster and smarter.
Utilities Guides — Guides for configuring the key utility features, including templates, layouts, custom fields, and more. Customise the system to better suit your organisation’s needs.
- Templates Guides — 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.
- Layouts Guides — 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.