Using the initial tag,  both users and applicants can digitally sign from the platform using their initials to validate documents.

To add an initial tag into your document take the following steps:

Step 1: Drag the Initials from the sidebar and drop it to where you want to place it in the document.

STEP 2: Choose from the drop-down list in the Assigned to if you want to assign it for the applicant or the company signatory. This can also be set to either optional or required.

NOTE:

1. You can resize and add as many initial fields as you want.

2. Green box is for applicants; Orange box is for the company signatory.

3. You can also change the label name by going to the Field name section.

If required, add a company signatory (take note that the applicant signature is the default). Hit the Company checkbox and type the name of the company signatory followed by the email address. Select Edit.

Step 3: Choose Continue and select Save.

Adding a signature field using the upload file feature
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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