Adding a draft template

Workstream offers you a draft template which you can use as your offer template to your applicants.

Janina avatar
Written by Janina
Updated over a week ago

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.

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