# Check Templates and Check Images

## Abstract

Check templates define the structure and layout of checks printed using *Charted*. Templates allow administrators to control how printed checks appear based on business and bank-specific needs, from remittance stub configuration to overflow behavior and check face adjustments.

For example, a company may use different templates for *Canadian* and U.S. banks to accommodate regional formatting requirements. In addition to layout, check images — such as logos and digital signatures — can be uploaded and linked to individual check formats to ensure each check prints with the appropriate branding and authorization.

### **Creating and Editing Check Templates and Check Images** <a href="#vr2lp8i44t7" id="vr2lp8i44t7"></a>

Check templates define the structure and layout of printed checks, including stubs, overflow handling, and check face content. Check images, such as logos and digital signatures, are uploaded separately and linked to each check format as needed.

Follow these steps to configure the remittance layout and overflow options, check face elements, and check image uploads:

1. To access check templates, hover over the **Setup** menu, then **Check Printing**, and select **Check Templates**, which will take you to the **CPB Check Template List** page:\ <br>

   <div align="left"><figure><img src="/files/V6nfZRNypcik2U85y3nt" alt="" width="488"><figcaption></figcaption></figure></div>

   <div align="left"><figure><img src="/files/NxCDBPjvGW4D0Ph2zM2U" alt=""><figcaption></figcaption></figure></div>

   <br>
2. Next, click **New CBP Check Template** to create a new template:\ <br>

   <div align="left"><img src="/files/NEy6NK8ikGW7gZsndtsv" alt=""></div>

   <br>
3. On the next page, enter a name in the **NAME** field:\ <br>

   <div align="left"><img src="/files/3OfJ17jMdV88q530ew3K" alt=""></div>

   \
   \
   Most users only need one check template unless they have specific requirements, such as Canadian formatting differences, or if a template must be tied to a specific GL account.\ <br>
4. The **TEMPLATE FORMAT** should always be set to **PDF**, and the **CONFIGURATION MODE** should be left as **Standard**:\ <br>

   <div align="left"><img src="/files/UxN7QZKuNcHBOFIYqXBq" alt=""></div>

   <br>
5. Under the Layout section, configure global remittance stub behavior using TEMPLATE GLOBAL ASSIGNMENTS:\ <br>

   <div align="left"><img src="/files/nBkfQdQoZUuiws86NaaH" alt=""></div>

   \
   \
   These settings control whether a memo appears on the stub, whether one or two stubs should be printed, and how many rows appear per stub. For a single stub, use **<#assign singleStub=true>** and set **<#assign maxRowsPerStub=30>** or 31. For dual stubs, use **<#assign singleStub=false>** and set **<#assign maxRowsPerStub=12>**.\ <br>
6. Enable overflow printing if your remittance includes too many lines to fit on one stub. You can allow the system to print overflow content on a second page. Whether or not overflow is triggered, enabling this feature opens a second pop-up with a PDF that the user must click through. The two main code lines that control this are:\ <br>

   <div align="left"><img src="/files/HLoXYoMSiqluPV7L2h73" alt=""></div>

   <br>
7. Scroll down to the **TEMPLATE REMITTANCE LAYOUT** section to control what prints on the check stub:\ <br>

   <div align="left"><img src="/files/E2Xv0W3iDKYk7LOMfZMR" alt=""></div>

   \
   \
   This code can be used to adjust which values appear, such as invoice amount, discount, and net amount.\ <br>
8. In the **TEMPLATE CHECK LAYOUT** section, make layout adjustments as needed:\ <br>

   <div align="left"><img src="/files/IKRk1IggzBcBexCBMbSf" alt=""></div>

   \
   \
   This is where most template changes occur. For example, modifications can be made here if the signature lines appear side by side but need to be stacked. You may also move fields up or down to improve spacing or apply conditional logic to display different names based on payee type.\ <br>
9. The **TEMPLATE STYLE** and **TEMPLATE MICR LAYOUT** sections are typically blank and not used during configuration:\ <br>

   <div align="left"><img src="/files/1GCTHY0wNdGfL34fQxRy" alt=""></div>

   <div align="left"><img src="/files/I9zGhazWmeyBLTu2j7lP" alt=""></div>

   <br>
10. After finishing all layout and configuration changes to the check template, click the **Save** button to apply your **Check Template** settings:\ <br>

    <div align="left"><img src="/files/5VBUw2Caheqil2Nbnq9G" alt=""></div>

    <br>
11. Next, to manage **Check Images**, hover over the **Setup** menu, then **Check Printing**, and select **Check Images**, which opens the **CPB Check Images List** page:\ <br>

    <div align="left"><img src="/files/c1Xly8QFvkbdwC2CVAQm" alt="" width="533"></div>

    <div align="left"><img src="/files/yHVdXByGlDkPCTgGpmP3" alt=""></div>

    <br>
12. Next, click the **New CPB Check Image** button to upload a new image:\ <br>

    <div align="left"><img src="/files/NDQOVuBePZtLuPxHYR7W" alt=""></div>

    <br>
13. Upload the file using the **CHECK IMAGE** section and assign it a name in the **CHECK IMAGE NAME** field. If you want to deactivate a check image, use the **INACTIVE** checkbox; otherwise, leave it blank to keep the image active and available for use:\ <br>

    <div align="left"><img src="/files/VyMjy7PqXu4wpzkAmZGR" alt=""></div>

    \
    \
    For clarity, it’s best to use black ink on white paper. The uploaded images can then be selected and linked to a specific check format.\ <br>
14. Once your check image has been uploaded and named, click the **Save** button to finalize and add it to the list of available **Check Images**:\ <br>

    <div align="left"><img src="/files/IfsBXBcz3RuZPrESyVGf" alt=""></div>

    <br>

This concludes the overview of check templates and check images using check printing.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.charted.com/ap-automation/charted-configuration/on-premise-check-printing/check-templates-and-check-images.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
