This article outlines key guidelines to follow when creating your e-signature documents (.docx) that you will then upload to the e-signature templates in Workable. Adhering to these ensures consistent formatting, smooth generation, and a professional presentation of your organization when the candidate receives the document.
1. Use portrait orientation
Ensure the document layout is set to portrait orientation (not landscape). Landscape layouts may cause alignment issues when the system detects variables or converts the document to PDF.
2. Do not include horizontal lines
Avoid inserting any horizontal lines (for example, from "Insert → Horizontal Line" or using border-bottom styling) anywhere in the template. These can interfere with the document formatting and may result in issues when uploading the document to the e-signature templates.
3. Set the page size to A4
The document should be formatted for A4 paper size, as this is the only size supported by our e-signature provider. If your default is Letter size, please change it to A4 before creating your document.
4. Maintain consistent variable formatting
Workable uses variables (fillable fields) such as [salary], [start_date], [job_title]. To ensure accurate variable detection:
Ensure every variable is spelled consistently throughout the document. Use the bracket format [variable_name] exactly as defined in your account variables. To view the available variables for use, select 'See account variables' when creating a new e-signature template.
All variables must have exactly the same formatting and font. Any differences in font type, font size, bold, underlined, or italic, as well as capitalization versus lowercase, may cause issues in variable detection.
Do not add variables in the form of a bullet, as it may cause issues with variable detection.
Do not include more than one variable in one row.
Variables [job_responsibilities] & [other_notes] must be inserted in a dedicated line.
5. Do not use headers and footers
Before uploading the document to Workable, delete any existing headers or footers, as they may cause issues when the system converts it to PDF.