Customizing Your Client Receipt Template in Actionstep

Actionstep allows you to personalize the standard client receipt template to align with your firm's branding or specific needs.

To do this: 

1. In Actionstep, go to Admin > Document assembly. The Document Assembly page appears.
2. Click Manage for the Receipt templates section. The Receipt Templates List page appears.
3. Click Add Template. The New Receipt Template page appears.
4. Under Built-in templates, download the Standard Receipt by clicking it. The Word file is saved to your computer.
5. Find and open the template in Microsoft Word. You may need to enable editing. 
6. Make whatever changes you need to the template. For example, you can change content, add your firm's logo,  update formatting, add merge fields, and adjust any other "parts" of the template. 
7. When you're finished, save and close the document.
8. On the New Receipt Template page in Actionstep (you should already be on this page), click Please select a file for the Upload template file field. 
9. Select the file you just modified and enter a Template name and optional Description. 
10. Click Save to save the customized template. 

NOTES: 
• Set the default: Once you've uploaded the new template, you can set it as the default receipt in your billing process. To do this, go to Admin > Billing > Client Receipt and choose the template from the Receipt Template drop-down list. (Please note: Setting your new template as default will apply it to all future receipts generated in Actionstep.) 
• Merge Fields: The receipt template uses merge fields to pull relevant information from Actionstep. Be careful not to accidentally delete or alter these fields unless necessary.

• For additional help please, contact Support.