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.

Introduction to Templates

A quick overview on what the templates are and how they are created.

https://vimeo.com/993207768/d15d1b5d9a?share=copy

Templates Guides

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.

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.

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.

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.

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