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        • Pinpoint and manage outdated job records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

Merge basket

PreviousEditing a fileNextCreating a Kyloe AwesomeDoc document

Last updated 4 months ago

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Kyloe AwesomeDocs allows you to merge a collection of files together into a single pdf document. Simply add documents to the Merge Basket - from a selection of entities - order them as you wish, then let the app create the new document.

Bullhorn has a file size limit of 10Mb. Large, uncompressed images or documents with a great deal of content should be reduced in size before merging.

To add an existing Bullhorn file to the basket, either double-click the file in the section or click the plus icon to the right of the file.

You can add files to the merge basket from multiple entities within Bullhorn. The currently-selected entity will be where the final file is saved when you click MERGE.

  1. Merge Name: You can enter your filename here. Please remember to avoid characters that are not acceptable in a filename. Additionally, Bullhorn has a filename limit of 100 characters, including the file extension (.pdf, .docx).

  2. The Merge Basket number shows how many individual documents are in the basket.

  3. Clicking the delete icon will remove the document from the basket.

  4. Clicking the up or down arrows will move the file up or down the list of files. The order the files are arranged in the basket will be the order their content appears in the final file. The files can also be rearranged by clicking and dragging within the basket if you wish.

  5. Clicking the Clear All button will empty the basket of all files.

  6. Clicking the Upload to Basket button will allow you to select a file on your local machine. This will be added to the basket and can be treated the same as a Bullhorn file.

    NOTE: Only files of the following types can be added to the basket: .pdf, .jpg, .jpeg, .png, .gif, .doc, .docx

  7. Clicking the Merge button will start the merging process. Depending on the number of files, this may take a few seconds. Once complete, the basket will be emptied and the list of files refreshed.

Edit and merge files