CashCloud

Design and personalize your custom checks, tax forms, or other document templates in Design Studio.

Design and personalize a custom document template.

Select Design Studio from the left sidebar. From there, you can either design a New Document or Edit an existing Document Template from the Document tab.

To create a new document template, click the New Document button.

Under Document Setup, enter the document information and configure the desired paper type and document position.

1. In General Information, the form requires the following fields:
 - Document Name (Required): The name of the document template, e.g., Check Design.
 - Non-Negotiable label (Required): An optional secondary name for the payee, e.g., Invalid Check.
2. In Paper Configuration, customize your printing preferences.
 - In Paper Type: You can select between Letter and Legal-sized Paper Types.
 - In Overflow Page: You can select Yes or No to include an Overflow Page.
3. In Document Configuration, customize your document position preferences or apply an existing document template to your design.
 - In Document Position: You can select between Top, Middle, or Bottom alignments. In Templates: You can select a saved Document Template to customize. Select the optional Checkboxes to Set MICR Line or Save Document as Template.

Begin building your Document Design by manually adding Elements or working off an existing Template.

1. In Add Element, add the following to your Document:
 - Barcode: Select between Code 39, Datamatrix, Postnet, and QR styles.
 - Image: Upload your own image (like your company logo) to include
 - Invoice Table: Insert an Invoice Table and select between variable field options, including Payment Date, Invoice Number, Payor Name, Vendor Name, Invoice Gross, and more.
 - Line: Insert a line and customize the size, positioning, color, and Horizontal or Vertical orientation.
 - Signature: Assign a Signature field
 - Second Signature: Assign a Second Signature field.
 - Table: Insert a Table and customize the fields.
 - Text: Add a custom Text field and customize the Font, size, and positioning.

2. Upload a custom background image by selecting Upload Background and selecting the image file you wish to use.
3. If you wish to save your Document as a Template for later use, select Save Document as Template under Document Configuration. It will then be available to select under Templates.

4. Save your Document by selecting Create Document. Your Document will now be viewable and editable under Documents in Design Studio.

1. Select Design Studio from the left sidebar. From there, you can either design a New Document or Edit an existing Document Template from the Document tab. 

2. To create a new document template, click the New Document button.
3. Under Document Setup, enter the document information and configure the desired paper type and document position.
 1. In General Information, the form requires the following fields:
 - Document Name (Required): The name of the document template, e.g., Check Design.
 - Non-Negotiable label (Required): An optional secondary name for the payee, e.g., Invalid Check.
 2. In Paper Configuration, customize your printing preferences.
 - In Paper Type: You can select between Letter and Legal-sized Paper Types.
 - In Overflow Page: You can select Yes or No to include an Overflow Page.
 3. In Document Configuration, customize your document position preferences or apply an existing document template to your design.
 - In Document Position: You can select between Top, Middle, or Bottom alignments. In Templates: You can select a saved Document Template to customize. Select the optional Checkboxes to Set MICR Line or Save Document as Template. 

4. Begin building your Document Design by manually adding Elements or working off an existing Template.
 1. In Add Element, add the following to your Document:
 - Barcode: Select between Code 39, Datamatrix, Postnet, and QR styles.
 - Image: Upload your own image (like your company logo) to include
 - Invoice Table: Insert an Invoice Table and select between variable field options, including Payment Date, Invoice Number, Payor Name, Vendor Name, Invoice Gross, and more.
 - Line: Insert a line and customize the size, positioning, color, and Horizontal or Vertical orientation.
 - Signature: Assign a Signature field
 - Second Signature: Assign a Second Signature field.
 - Table: Insert a Table and customize the fields.
 - Text: Add a custom Text field and customize the Font, size, and positioning.
 
 2. Upload a custom background image by selecting Upload Background and selecting the image file you wish to use.
 3. If you wish to save your Document as a Template for later use, select Save Document as Template under Document Configuration. It will then be available to select under Templates.
 
 4. Save your Document by selecting Create Document. Your Document will now be viewable and editable under Documents in Design Studio.