Kyloe Partners | User guides
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Kyloe Partners | User guides
  • Welcome to Kyloe User Guides
  • Kyloe DataTools
    • Overview
    • Accessing Kyloe DataTools
    • User management
    • DataCleaner
      • Entity selection, search filters and preview
      • Other Search options
      • Date filters
      • Notes filters
      • Search completion options
      • Search running options
      • Report results
      • Things to remember
    • DupliKit
      • DupliKit Dashboard
      • Database sync
      • Reviewing duplicates
      • Master/duplicate selection
      • DupliKit settings
        • DupliKit weighting system
        • DupliKit options
        • Scheduling merges
        • Master identification
      • DupliKit merge history
    • DataRules
      • DataRules dashboard
      • Building a rule: search criteria
      • Building a rule: apply actions
      • Running a rule
      • Schedule a rule to run automatically
      • Rules history
      • Reverting a rule
    • Data management playbook
      • Legacy (Clean up old data)
        • Pinpoint and manage outdated job records
      • Sweeper (Ongoing data quality)
        • Deliver a more personal experience
        • Ensure calls and texts go through smoothly
        • Discover unsearchable candidates in Bullhorn
        • Overcome Bullhorn's default 50% commission split
        • Find and merge duplicate records in Bullhorn
        • Complete and clean up address fields in Bullhorn
        • Manage visibility of files in Bullhorn
      • Gather (Enrich your data)
        • Keep candidate statuses up to date
        • Automatically keep job statuses up to date
        • Keep candidate ‘date available’ up to date
        • Update candidate data to improve your search results
        • Automate assignment credential requirements
        • Automatically assign job priority
        • Copy key info from parent to child companies
        • Auto-assign candidates to recruiters
        • Copy data between entities
        • Auto populate job requirements
  • Kyloe AI Assist
    • Getting started
      • How does Kyloe AI Assist work?
      • Working with AI prompts
      • Understanding Large Language Models (LLMs)
      • Adding the Kyloe AI Assist card to Bullhorn
    • Running Kyloe AI Assist prompts from Bullhorn
      • Choose a prompt
      • Prompt options
      • Result (generated content)
      • Using Bullhorn file attachments
      • Using Bullhorn notes
    • Different Large Language Models (LLMs) for different results
    • Kyloe AI Assist playbook
      • Prompts for Job entity records
      • Prompts for Job Submission records
      • Prompts for Candidate records
      • Prompts for Contact or Company records
      • Kyloe AI Assist & Kyloe DataTools integration
      • Kyloe AI Assist & Kyloe AwesomeDocs integration
  • Kyloe AwesomeDocs
    • Kyloe AwesomeDocs
      • Kyloe AwesomeDocs user guide
        • Accessing Kyloe AwesomeDocs in Bullhorn
        • Create a New document
        • Editing your document with Microsoft Word
        • Editing an existing document
        • Docusign integration
        • Docusign authentication
      • Kyloe AwesomeDocs admin guide
        • Accessing the Kyloe AwesomeDocs template builder
        • The Kyloe AwesomeDocs Template builder
        • Add a new template
        • The template editor
          • Add an HTML section to a template
          • Add file attachment (Formatter type templates)
        • Template configuration
          • Input Template
          • Output Document
          • Attachment Settings (Formatter templates with File attachment section enabled)
          • Recipients (Docusign enabled)
          • Form Fields (Form Fields enabled)
          • Publish (Publish enabled)
          • Docusign (Docusign enabled)
        • Using a Microsoft Word document
          • Mixing Microsoft Word and HTML
          • Add a Merge field in Word
          • Edit a Merge field in Word (Windows only)
          • Highlighting Merge fields in Word
        • Kyloe AwesomeDocs syntax
          • Identifying a Bullhorn field
          • Null-checking
          • Address fields
          • Extra field formatting
          • Docusign placeholders
        • Kyloe Publish
          • Add a new Kyloe Publish Template
          • The Config tabs to consider for Kyloe Publish templates
          • Publish syntax
    • DocMerge
      • DocMerge user guide
        • Accessing Kyloe DocMerge in Bullhorn
        • Candidate document generation
        • DocMerge template parts
        • Staple the DocMerge document
        • Docusign in DocMerge
      • DocMerge admin guide
        • Accessing the DocMerge builder
        • DocMerge new template creation
        • Company filter
        • Docusign details
        • DocMerge template parts
    • Publish
      • Accessing Publish within Bullhorn
      • Create a new Publish document
      • View Published documents
      • Edit a Published document
      • Send Published document and see activity
      • Publish mass mail
  • Kyloe Workflow
    • Kyloe Workflow user guide
      • Update submission
      • Send CV/resume
      • Schedule interview
      • Create placement
      • Notification
    • Kyloe Workflow admin guide
      • Create new configuration (config)
      • Update submission
      • CV send
      • Interview
      • Placement
      • Notification
      • Appointment
      • Creating your email templates
        • Create template
        • Edit template
        • Template HTML
      • Syntax
        • Identifying a Bullhorn field
        • Address fields
        • Kyloe Workflow specific syntax
        • Null-checking
        • Field formatting
  • Kyloe AwesomeDocs (new version)
    • Getting started
      • Accessing Kyloe AwesomeDocs in Bullhorn
      • Screen layout
    • Edit and merging files
      • Editing a file
      • Merge basket
    • Creating a Kyloe AwesomeDoc document
      • Selecting a template
      • Record selection
      • Document generation
      • DocuSign integration
        • DocuSign recipients
        • DocuSign email
  • Help
    • Submit an idea
    • Live product status
    • Request support
    • Kyloe release notes
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  1. Kyloe AwesomeDocs (new version)
  2. Edit and merging files

Editing a file

PreviousEdit and merging filesNextMerge basket

Last updated 4 months ago

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Kyloe AwesomeDocs allows you to edit .docx and .pdf files directly within Bullhorn.

Once the Edit and merge files section has been expanded, you will see the files stored against the Bullhorn record.

  1. File Information: By default, the files are listed in alphabetical order. Clicking either the Filename, Last Modified or File size column headings will sort the files appropriately. Clicking the same column heading again will reverse the sort order.

  2. The refresh button will update the list of files to reflect any changes since Kyloe AwesomeDocs was opened.

  3. Clicking the Edit icon will open the file in Microsoft Word. Once the file is open you can make any changes in Word and click the save icon in the top-left corner of Word. Each time you save in Word a new file of the same name will be saved to Bullhorn. The list of files will refresh after a few seconds.

    NOTE: Do not save the file locally as this will disconnect Word from Kyloe AwesomeDocs.

  4. Clicking the Plus icon will add the file to the . Each file can only be added once to each basket.

merge basket