To add new merge tags, take the following steps:

Step 1: Login in to your Workstream account, and select Positions.

Step 2: Select the position you want to work on. Select Edit Position.

Step 3: Under Progress, choose Stages. Then scroll down to find your online signing stage

Step 4: To edit your draft template, hit the box-like icon.

Step 5: If need to add new merge tags, go to My Merge Tags and click the Add new merge tag button

Step 6: A small window will pop-up, enter the Display name and the Display value,

Step 7: Choose Add merge tag.

Step 8:  Go to My Merge Tags and select the merge field that you just created. 

Step 9: 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

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