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: Click the arrow down button next to the brand name to select a location.
STEP 3: Select a position then click the three-dotted line located in the last column.
STEP 4: Select Edit Position.
STEP 5: Under Progress, choose Stages. Then scroll down to find your online signing stage.
STEP 6: Select Add new document.
STEP 7: Choose the Draft template.
STEP 8: Read the draft template and decide if the document meets your requirements.
STEP 9: Choose Save.
NOTE: If you need to add/edit/remove merge tags, please refer to the related articles below.
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