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: Login in your Workstream account, and select Positions tab, located on the upper left side of your screen
STEP 2: Click Settings button, located on the upper right side of your screen.
STEP 3: On the progress panel at the left side of your screen select the stage that has your online signing documents, and then go on the lower part of your page and hit the Add New Document button to upload your own file.
NOTE: If you don't have an online signing stage, click the +Add stage button to add a new stage.
STEP 4: Upload your own document from your computer, and for the best experience please use pdf format.
If required add a company signatory (take note that the applicant signature is default). Hit the checkbox button and type the name of the company signatory followed by the email address as shown below, once done select Prepare Document.
STEP 5: A pop up window will appear to edit the file. Select among the available merge tags located above 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 6: Click Continue from the pop up window. Then click the Save button.
How to Add a Signature Tag Into an Uploaded File
How to Add an Initial Tag Into an Uploaded File
How to Add a Textbox Tag Using an Uploaded File
How to Add a Checkbox Tag Into an Uploaded File
How to Add a Sign Date Tag Into an 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 firstname.lastname@example.org.