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

Workstream allows you to add new merge tags that can be added to populate in your signing draft template.

Janina avatar
Written by Janina
Updated over a week ago

To add new 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: If need to add new merge tags, go to My Merge Tags and click the Add new merge tag button

STEP 9: A small window will pop-up, enter the Display name and the Display value,

STEP 10: Choose Add merge tag.

STEP 11:  Go to My Merge Tags and select the merge field that you just created. 

STEP 12: Before you Save, make sure to update the salary, starting date and who do you want to sign the document (if a company signatory is applicable).

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