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You create the check template using ActionStep merge fields inside a DOCX document (see Document Assembly).

You enter in a check template into the cheque series that you have created. Go to Admin > Accounting > Cheque (Check) Series to view your check series. You can either create a new series by clicking on the Create Check Series button or click on the name of one of your existing check series to alter the template for that.

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Once you have opened the check series you will be able to use the browse button to locate the DOCX template you have created and load it into Actionstep.

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Tip
titleTips
  • To test your template, print onto a photo-copy of one of your pre-printed checks
  •  Make sure your template print settings (Letter/A4) match the pre-printed stationery
  • Use common fonts
  • Use the insert merge field function in Word rather than using double square brackets, eg, [[merge-field]] as this could result in alignment issues.

Including Payee Address Details

Tip
If you want to include the payee details on the check (for example to show through an envelope window) use the special merge field option "pt=check__payee" or "pt=cheque__payee" (note the double underscores).

Sample Check Templates

This template is a generic one which shows all the available fields, you may need to modify this to your own check stationery.

Check_Sample.docx

Check_Sample_With_Mailing_Address.docx

Below is a sample Template for a specific check layout.

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Info

See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360055722913