Whenever you don’t have your own 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 which can use and populate the draft template.

Here's how you can add a draft template:

STEP 1: From your Workstream dashboard located on the upper left side of your screen click the Positions tab, and select any position you want to work on.

STEP 2: Click the Settings button, located on the upper right side of your screen.

STEP 3: Select the stage that has your online signing documents.

STEP 4: Click Add new document and select Draft template. 

NOTE: If your hiring process doesn’t have an online singing stage add, just click the +Add stage button, and add one.

STEP 5: Read the draft template and decide if the document meets your requirements. If you need to add/edit/remove merge tags, you refer to the related articles below. 

STEP 6: Click the Save button

Related Articles

How to Add Existing Merge Tags Using the Draft Template?

How to Add New Merge Tags Using the Draft Template?


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 athelp@workstream.is.

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