Guided Setup, step by step

Guided Setup is the checklist that walks a new workspace from empty to ready to print. It tracks the tasks that must be complete before a live check run makes sense.

What it covers

• Business details.
• At least one bank account.
• Optional signature and logo.
• Check stock selection.
• A published check design.
• Printer profile and calibration.
• A test print.

Restarting

Restarting Guided Setup clears the checklist so you can run through it again. It does not delete your businesses, bank accounts, designs, or artwork. Items you already have stay marked complete where the underlying record still exists.