DocMerge template parts
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Kyloe DocMerge allows you to bring together a variety of documents and create a single output document in a fixed order. Each section of the template is made up of a part. Within a template there may be many parts, all requiring slightly different interaction.
The titles of each part can be configured when building the template in the Kyloe DocMerge Builder. Your template wording may differ from the examples below.
Depending on the setup in each template some of the parts may be required, others may be optional.
Before the final document can be assembled () every part must show a green tick beside it. If a yellow triangle is displayed additional action is required before you can complete the stapling process.
There are 6 part types in Kyloe DocMerge:
allows a single file to be uploaded directly to the template.
allows a user to select from a file stored in Bullhorn.
allows the user to add their own PDF or Image file to the stapling process.
adds a document generated by a Kyloe AwesomeDocs template.
allows the user to build a repeating section of the merged document based on records in Bullhorn.
allows the inclusion of any credential files, such as driving licence, passport, right to work etc.
The Fixed file part contains any files that have been uploaded to the template directly. These are not adjustable within Bullhorn and will always be included in the final document.
The File part asks you to select one (or more) files from the related record to bring into the final document. Select files from the drop-down list. Remove them again by clicking the trash can.
The Local file part allows you to upload a single file from your local machine. Once uploaded a Remove File option appears to delete it from the template. Uploading a file will replace any previously-uploaded file.
The Template part allows the inclusion of Kyloe AwesomeDocs templates. These can be generated directly within Kyloe DocMerge.
Select the desired AwesomeDocs template from the list and click the Create button. After a short while the create button will be replaced with an Edit button.
Depending on the template setup you may not be allowed to edit this document after it is generated. This is configured within the DocMerge template. Conversely you may be required to edit the document. If so you will need to click the edit button and make a change to the Word document that is presented to you.
Once you have made any changes to the Word document click the save button:
Once a change has been saved, a green check should appear in the template part.
This slightly oddly-named part allows the selection of sub-records from the main entity. These are used to build a repeating section of the merged document.
The Certification part allows the inclusion of any credential files, such as driving licence, passport etc.
Depending on the settings in the template the appropriate credentials may be selected automatically. If not, select each item from the drop-down list to add to the document. Clicking the trash can icon will remove the associated credential and make it available for reselection.
