Working with Check/Cheque Templates

Modified on Thu, 8 May at 12:23 PM

In this article:

Available Merge Fields
Sample Check Templates

You can create a document template that will print over the pre-printed check stationery you receive from your bank. Check templates allow merge fields to be placed precisely in Microsoft Word documents to line up with check stock for printing once generated.

When a printed check is used as a payment method from a bank account associated with a check series, a check is added to a batch that can be generated, downloaded, and printed. The output format/style is determined by the check template.

This article covers the specific merge fields you can use in a check template. It also includes some sample check templates you can download and customize for your own use. To learn more about creating templates and using merge fields, see the following articles:

Available Merge Fields

You can view a list of all merge fields that can be used in check templates.

To do this:

In Actionstep, go to Admin > Document Assembly. The Document Assembly page appears.
Click Manage next to Merge field list. The Merge Field List page appears.
Click the Filter button. The List Filters pop-up window appears.
Click the Data Source drop-down list and choose Check. Then click Submit. The list is updated to show only those check-related merge fields.

The information in the Merge Field Description column specifies the purpose of each field. Following is some additional information about the Check_Payee field:

Merge Field	Notes
Check_Payee	This is the name of the payee ("Paid To" field) when creating the banking withdrawal. Note: The merge field uses a single underscore between the two words.
pt=Check__Payee	This is a participant merge field option used to create a mailing address block. Note that this requires the payee to be linked to an associated participant when creating the check. If Other was chosen, this option will return a blank. Note: The merge field uses a double underscore between Check and Payee.
pt=Cheque__Payee	This may be listed as an alias for Check_Payee.

TIP: If your check template has the dollar symbol pre-printed on it, you can add |show_currency_symbol=F to a merge field to display a monetary amount without a leading currency symbol, like $.

For example:
[[Check_Amount]] = $1,234.56 & [[Check_Amount|show_currency_symbol=F]] = 1,234.56