Editing your document with Microsoft Word
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Last updated
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Once Microsoft Word has opened the AwesomeDoc document will be available for editing.
If you find a yellow Enable Editing banner at the top of your screen. This is a security setting in Word protecting you from automatically downloading documents.
Click the Enable Editing button to allow edits. The document can now be edited as usual.
Once you have made all the necessary changes to the document in Word, and you are ready to save the changes back to Kyloe AwesomDocs:
Click the Save icon in the top left corner to send the changes back.
Close Microsoft Word to return to Kyloe AwesomeDocs within Bullhorn.
Once the changes are saved in AwesomeDocs, a green bar on the Document Created pop-up screen saying "We've got your changes. Press Save or Email below to upload to Bullhorn" will indicate a successful update to the temporary document in AwesomeDocs.
If you decide you want to edit the document again, or check something, before saving it to Bullhorn you can click the Download button. This will open Word once more with the document in its current state.
Once you have finished this set of edits in Word, click the Save icon in Word to send the changes back to Kyloe AwesomeDocs.
To save the document to Bullhorn you’ll need to click the Save button on the Document Created pop-up screen. This will save the current version of the document against the record the template was run from.
Once successfully saved to Bullhorn, you’ll get an green onscreen confirmation to confirm the entity it is saved against and its ID.
Further edits can be made to the document, if required by using the Download option. Each press of the Save button will store a new document to Bullhorn.
Clicking the email button will open the Bullhorn emailer. The AwesomeDoc will be automatically attached in its current state as well as being saved against the entity in Bullhorn.
