If you don’t have your own online signing document, Workstream provides you a draft template, which can be edited accordingly to your needs. Workstream allows you to choose from a list of different merge fields that can use and populate to the template.
Here's how you can add a draft template:
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: Select Add new document.
STEP 8: Choose the Draft template.
STEP 9: Read the draft template and decide if the document meets your requirements.
STEP 10: Choose Save.
NOTE: If you need to add/edit/remove merge tags, please refer to the related articles below.
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 firstname.lastname@example.org.