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Adding predefined merge tags using the draft template feature
Adding predefined merge tags using the draft template feature

Workstream offers you various merge tags that can be used to populate in your signing document through the draft template.

Janina avatar
Written by Janina
Updated over a week ago

The merge tags (curly brackets icon {}), allows you to edit or add specific keywords in your signing document for each job position.

To add merge tags, take the following steps:

STEP 1: Log in to your Workstream account then go to Positions.

STEP 2: If you have multiple brands, select your brand name. Otherwise, proceed to step 3.

STEP 3: Click the arrow down button next to the brand name to select a location.

STEP 4: Select a position then click the three-dotted line located in the last column.

STEP 5: Select Edit Position.

STEP 6: Under Progress, choose Stages. Then scroll down to find your online signing stage

STEP 7: To edit your draft template, hit the box-like icon.

STEP 8: To change the merge tags, choose from the available predefined merge tags section.

NOTE:

1. Update the salary and the start date section if you will include the salary and the start date fields.

2. If required, hit the Company checkbox and type the name and email of the company signatory. But before doing so, make sure that you have added a company signature field. If not, you won't be able to save.

STEP 9: Choose Save.

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