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 tag from the toolbar into the document and drop it to where you want to place it.

STEP 2: After you drag and drop the field, you will be asked to choose from the drop-down list who should sign the corresponding initial tag.  This can also be set to either optional or required

NOTE: If the corresponding initial tag is for the user, make sure that you select the company box and type the company signatory's name and email address before customizing the document

You can add initial tags as many as you want. Workstream offers you a generous list of available merge tags that can be used to populate in your document. 

STEP 3: Click Continue from the pop up window. Then click the Save button.

Related Articles:

How to Add a Signature Tag Into an Uploaded File
How to Add a Textbox Tag Into an Uploaded File
How to Add a Checkbox Tag Into an Uploaded File
How to Add a Sign Date Tag Into an Uploaded File


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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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