CashCloud

Learn how to build, personalize, and save document templates in Design Studio for checks, remittance advice, tax forms, and other disbursement documents.

Create a Document Template

Learn how to design the check format used by the Checkbooks module, so you can print blank checkbooks for your team to fill out by hand.

Create a Checkbook Template

Customize email notifications to your customers using the Design Studio.

How to Create Custom Emails for Your Payees

CashCloud Team

Design Studio

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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