To add a textbox and merge fields to your signing document, follow the steps below.

STEP 1: Log in to your Workstream account.

STEP 2: Go to Positions.

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: From your hiring stages, select the Online signing stage.

STEP 7: Choose Add new document, then select Upload File.

STEP 8: Upload your PDF document and select who needs to sign the document.

STEP 9: Choose Prepare document to edit and create your own template.

STEP 10: To add the merge tags, drag the textbox field from the left toolbar and drop it to its intended place.

STEP 11: On the right toolbar, assign who fills the textbox then turn on/off the Required field.

STEP 12: Add a label to the Placeholder text field then choose Continue.

STEP 13: Choose Save.

NOTE: You can extend the field to allow more characters for input. To do this, place your cursor to the lower right side of the textbox then drag.

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.


Did this answer your question?