Add a Merge field in Word

In order to get information from Bullhorn into the Word document you will need to add placeholders in the form of merge fields. The merge fields are created in a specific way and must contain specific Kyloe AwesomeDocs syntax.

Almost all fields within Bullhorn are accessible via a merge field in Word. However, it is not possible to produce repeating information, such as candidate education history, within a merge field. For this you will need to add a HTML section and merge it with the Word document content.

NOTE: The steps below refer to creating merge fields using Word for Windows. If you are using a Mac, the general approach is similar but editing a merge field in Word for Mac results in an invalid field. If you wish to change the contents of a merge field in Word for Mac, please delete the entire field and enter a new field from scratch. For additional assistance please contact Kyloe Support.

In MS Word, open your Word (docx) file that holds any branding and fixed text you require for your template and place your cursor where you want to add the merge field.

In the above example you can see that we have a basic document and we want to enter the first name of the client contact after 'Dear'. To do this we must add a merge field.

To add the Merge field, in the MS Word ribbon select Insert -> Quick Parts -> Field

Within the Field dialog, scroll down to MergeField in the Field name box. Click on the MergeField option.

Once you click MergeField you will see the option Field name in the Field properties. Enter the Kyloe AwesomeDocs syntax in the Field name box.

Click OK to add the merge field to the Word document.

In the example above you will see that ${clientContact.firstName?:""} has been entered. This is the correct syntax for the first name of the client contact.

Merge fields can be styled in exactly the same way as any other text in the document. Just be sure to style the whole merge field at once. Splitting the field in any way will stop it working correctly.