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, 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: Select Add new document.

STEP 5: Choose the Draft template.

STEP 6: Read the draft template and decide if the document meets your requirements.

STEP 7: Choose Save.

NOTE: If you need to add/edit/remove merge tags, please refer to the related articles below.

Adding merge tags using the draft template

Adding new 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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