Create a New document
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From the What do you want to do? available options select either New Formatter document or New Awesome document.
New Formatter document is only an option under the Candidate and Job/Vacancy entity records, as it is usually used for Candidate CVs.
Formatter and AwesomeDocs templates function almost identically. Generally the difference is that Formatter templates require you to pick a candidate before you can select your template and often require a (shown with a paperclip next to the template name in the template list), usually a candidate CV.
You'll be presented with a list of available templates depending on the entity record you are on.
Select the AwesomeDocs template you want to use to generate your document.
Once the template is selected the interface will update to show you the Template viewer. It will look similar to the below:
The name of you the template you've chosen to generate your document from. Clicking the template name will allow you to select a different template. For some templates there will be an additional selector for either candidate or client contact. Clicking on the person's name will allow you to select an alternative person.
The Editor panel is where any HTML used to build the template will be displayed. Usually this panel can be ignored as part of the template generation.
Different processing options to select prior to generating the document:
Refresh the template to take into account any changes you've made with the previous options. This will completely clear the contents of the template, including any edits that you have made within Word.
Change the Bullhorn user whose details will appear in the document (if applicable).
Amend the file name, the file extension (change from .docx to PDF) in the Output settings and enable the CV Anonymiser.
Save will save the generated document against the Bullhorn entity you generated the document from. Create will create the document and open the option to view/edit in Word. Email will save the document to the Bullhorn entity and open the Bullhorn emailer with the generated document attached.
If the formatter template requires a file attachment you will be presented with a Select a file screen similar to the below:
If the template has a html section (the editor panel) then the file list option may be off the bottom of your Template viewer and you will have to scroll down to find it.
In this example there is only one file to choose from, but you will be shown all the appropriate files that are stored against the Bullhorn entity.
Select a file and the red surround will disappear.
You must select the file before clicking on Create to be able to generate the document if an additional file is part of the template selected. This is usually a candidate's original CV.
To create a document based on the template selected, click Create
Once you have clicked the Create button a Open Word? pop-up box may appear.
You’ll also see the following Document Created pop-up. These options apply after any review/editing within Word.
Save will save the current version of the generated AwesomeDoc against the related entity in Bullhorn.
Download will reopen Word with the current version of the generated AwesomeDoc.
Email will open the Bullhorn emailer with the current version of the generated AwesomeDoc attached. The generated document will also be automatically saved against the Bullhorn entity.
Docusign Option. The cog will open the Docusign settings panel. This allows you to add/edit/remove recipients for this specific document. The Docusign email subject and body can also be edited in this panel.
Docusign Option. Edit Envelope will send the AwesomeDoc to Docusign, along with the recipient information. A new browser tab will then be opened and you will be asked to login to your Docusign account to edit the draft envelope there.
Docusign Option. Send Envelope will send the AwesomeDoc to Docusign with the current recipient details.
Click on Open Word to view/ edit the document in Microsoft Word. Please see the section on how to
