To add new merge tags, take the following steps:

STEP 1: From your Workstream dashboard, click the Positions tab, located on the upper left side of your screen and select the position you want to work on.

STEP 2: Click the Settings button, located on the upper right side of your screen.

STEP 3: Select the stage that has your online signing documents. To edit your draft template click on the box-like icon, located on the upper right side of your screen.

STEP 4: If need to add new merge tags to your draft template, on the lower side of your screen go to My Merge Tags and click the Add new merge tag button

STEP 5: In the pop-up box type the Display name and the Display value, then click the Add merge tag button. 

STEP 6:  Go to My Merge Tags and select the merge field that you just created. 

STEP 7: Before you click the Save button, make sure to update the salary, starting date and who do you want to sign the document (if you choose to have a company signatory).

If ever you are hesitant to use any of the fields mentioned above as you are not sure if it is applicable to your offer template content, feel free to reach out to any of our Workstream personnel to help you out!

Related Articles

How to Add Existing Merge Tags Using the Draft Template

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