Adding the online signing stage

Workstream allows you to add a signing stage to upload your documents that will be sent out to the applicants to sign.

Janina avatar
Written by Janina
Updated over a week ago

An online signing stage allows you to streamline your signing documents approval process with options using Workstream's draft template, upload file template, and the standardized forms.

This feature also ensures that the offer letter will be sent out to the applicant smoothly in real-time. 

To add an online signing stage, take the following steps:

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. Click on the three dots positioned at the rightmost side of it.

STEP 5: Select Edit Position. You can also click the position name to go to the Edit job summary page.

STEP 6: Under Progress, select Stages.

STEP 7: Select +Add new stage.

STEP 8: Choose the Online signing stage.

STEP 9: Type the stage name. Click and drag it into the desired stage order.

STEP 10: Select Add to save. You can now add documents to your signing stage.

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