The Template manager

The Kyloe AwesomeDocs manager is presented as follows:

1. Menu options stores quick links to the AwesomeDocs Manager, AwesomeDocs, Bullhorn, and the ability to generate a login code for your Word Add-In. You can also select Switch Account to change which Bullhorn your AwesomeDocs is logged into.

2. The information in the top-right corner should represent the Bullhorn system you are working within. If you do not recognise this name, please contact Kyloe Support immediately.

3. AwesomeDocs Admin Settings allows you to set default settings for specific fields, store Signature credentials, and file saving defaults.

4. Template search allows you to search and select a template by name rather than manually reviewing.

5. Create a new template is available at the top-right and bottom of the page. Selecting either of these will create a new template and open the new template's settings panel.

6. Entity filtering allows you to review templates assigned to a specific entity or use the default 'View All' to see all templates in your AwesomeDocs manager.

7. The template list lists all the templates you have access to in your template builder. The colour and label matches the entity colour and label name in your Bullhorn menu. You are able to filter by template entity type. The lists can also be sorted by each of the column titles.

8. Duplicate a template will copy all settings of a specific template and opens a new "COPY OF..." settings panel that can be edited immediately.