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.
- 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.