Amplify Present FAQ

This guide contains answers to common questions about Amplify Present, including the Generate File automation step.

Building Present Templates

How do I create an Amplify Present template?

Go to Admin > Amplify Admin > Amplify Present, then click Add Template and enter the required details. You'll then build your layout using content blocks.

What happens if a merge tag field used in a template is empty?

If a merge tag field is empty, it is automatically hidden in the generated document. If you prefer, you can use fallback merge tags. These allow you to define alternative fields so the document always displays available data.

Can I preview a template before using it?

Yes. Click Preview in the template builder to generate a sample document and review formatting before saving.

Can I test a template with a specific candidate?

Yes. Use Change Candidate in the builder to preview the template using a real candidate’s data instead of the sample record.

How do I anonymize candidate information in a template?

You can enable Anonymization Settings within the Settings area to hide specific candidate details when generating documents.

How do I control what data Amplify uses to generate AI content?

Use Add Amplify Context to select which data points Amplify should use when generating content.

Who can generate documents from a template I built?

Once you save a template, any ATS user can generate documents using that template.

Generating Present Documents

How do I generate an Amplify Present document?

Open a Candidate record, go to the Amplify tab, select Start a Submission Packet, and choose your template. The document will be generated automatically using the candidate’s data.

Where does the information in my Present document come from?

Amplify pulls data directly from the candidate record in Bullhorn ATS, including fields like contact details, work history, and resume content.

Can I edit a document before saving it?

Yes. You can edit or delete text directly in the document and use the formatting toolbar to adjust layout, font, and styling before saving.

What if my template references fields that don't exist on the candidate record?

Amplify Present handles missing fields based on how the template is built. In most cases, missing data is simply left blank in the generated document.

Can I tailor a document to a specific job?

Yes. When using Enhance, select Tailor to a job and choose a job. Amplify will use the job description to align the content.

Can I download a copy of the document?

Yes. When saving, select Download local copy to save the file to your computer.

Why isn’t some candidate information showing in my document?

This usually means the field is empty or not included in the template. Make sure that the information you want to include is stored in the correct field on the candidate record, and the field is included in the template.

Generate File Automation Step

What if my template references fields that don't exist on the candidate record?

Amplify Present handles missing fields based on how the template is built. In most cases, missing data is simply left blank in the generated document.

Where is the generated file saved?

The file is saved directly to the candidate record. You’ll find it in the Files section of the candidate’s profile along with any other document associated with that candidate.

Can I generate multiple files in the same automation using the Generate File step?

Yes. You can add more than one Generate File step to a single automation. Each step can use a different template, and each generated file is added individually to the candidate record.

What data does the Generate File step send to Amplify Present?

The system sends the candidate ID, the selected template ID, and (for Submission or Placement automations) the associated job ID. Amplify Present uses these identifiers to pull the relevant data and generate the file according to your template configuration.

How do I include job information in the generated document?

To include job-specific data in the generated file, use a Submission- or Placement-based automation.

These automation types include job context, allowing Amplify Present to populate job-related fields in your template. Candidate-based automations do not include job data.

Why isn't Word document format supported with the Generate File step?

Word documents often display inconsistently from one system to another. Depending on the user's software version, available fonts, and system settings, the document may not display correctly. PDFs maintain consistent formatting across all platforms and viewers, which makes them more reliable for client-facing or candidate-facing documents.

Why did my Generate File step stop working?

The most common reason is that the template selected in the step settings was deleted from your Amplify Present configuration. Check Amplify Present Admin in your ATS to confirm the template still exists. If it has been removed, select a different template in your step settings.

Why are job fields missing from my generated document?

This usually means the automation does not include job context.

Check whether your automation is Candidate-based. If so, switch to a Submission- or Placement-based automation to ensure job fields are included.