Screen layout
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Last updated
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The Kyloe AwesomeDocs screen is presented as follows:
When you first open Kyloe AwesomeDocs, the record you came from will be pre-selected.
The search box functions in a similar fashion to the Bullhorn fast find. Simply start typing and select the record from those that appear.
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.
Clicking in the Edit and merge files for section will expand it to reveal all the files against that record. Here it is possible to edit .docx and .pdf files directly, as well as add files to the merge basket.
Clicking the Create an AwesomeDoc section will expand it to reveal the AwesomeDoc templates available for this Bullhorn entity.
The Record Information section shows details of the Bullhorn record you are currently viewing.
The Merge Basket is where you are able to merge multiple files, both from multiple Bullhorn records and locally, into a single pdf.
Your recent activity can be seen here. Clicking a record will select it within Kyloe AwesomeDocs.
