To add new merge tags, take the following steps:

STEP 1: Log in to your Workstream account.

STEP 2: Go to Positions.

STEP 3: Select a location.

STEP 4: Highlight a position, then click the Actions button.

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).

Adding merge tags using the draft template feature


Want to talk to our Support team? Look for the Intercom icon at the bottom right part of your dashboard and click on New conversation, or send an email at help@workstream.is.

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