Using the upload file feature, you can send any type of documents you wish your applicant to sign. This feature has no limitations as to how many numbers of documents you want to upload, and you can choose different merge tags to populate your document.

Here's how you can add a document using the upload file feature:

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.

NOTE: If you don't have an online signing stage, select the +Add new stage to add one.

STEP 4: Select Add new document.

STEP 5: Choose Upload file. Upload the document from your computer, and for the best experience please use pdf format. Choose who do you wish to sign the document.

If required, add a company signer. On the dropdown list, select the name/s of the User/s or Role/s who you would like to sign the document. You can also add additional company signers.

Please note: If an employee is hired at a location that doesn’t have one of these roles assigned and is put in this onboarding process, a super admin will be automatically asked to complete the section instead.

STEP 6: Choose Prepare document.

A small window will appear for you to edit the file. Select among the available tags located at the left side of the panel and add them to your template.

NOTE: If you hit the company signatory (from step 4), make sure that you will add merge tags for the signatory to fill out. Else, your document will not be saved.

STEP 7: Select Continue.

STEP 8: Select Save.


Adding a signature field using the upload file feature
Adding initials into the uploaded file
Adding a textbox field into the uploaded file
Adding a checkbox into the uploaded file
Adding a date signed into the uploaded file


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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