Editions Available: All Editions Audience: All Users

About Document Editor

Document Editor enables you to edit resumes and other files provided by candidates or contacts within Bullhorn.

You'll be able to edit files on all record types that allow attachments: Candidate, Contact, Company, Job, Opportunity and Placement.

  • If a user can view the file, they can edit the file as well.
  • You can use Document Editor to manage / edit your branded resumes as well.

Accessing Document Editor

  1. From the Files tab on the record, select the Actions drop-down next to the file you want to edit.

  2. Choose Edit or Make a Copy.
    • Edit: Allows you to edit the current document and choose to override or save as a new file.
    • Make a Copy: Allows you to retain the original document and create a copy for editing purposes.

Editing Documents

  • Use the onboard formatting and editing tools to complete your desired changes.
  • Select File.
  • Choose either Save or Save As...
    • If you choose Save, the file you edited will be overwritten with your changes.
    • If you choose Save As..., the file you edited will be saved as a new file on the record.
      • Fill out the fields and select Save.

Making a Copy

  • Fill out the fields on the resulting pop-up.

    • The name of the copied document will be “Copy - [Document Name]” by default, but can be edited as desired.
    • The Launch Document Editor checkbox will be checked by default for file types that are supported for editing, but you can uncheck this box before saving if you just want a copy.

Frequently Asked Questions

What formats can I save a file as?

Supported “save as” formats include .doc, .docx, .pdf, .rtf, and .txt

What file types are supported for editing from the Document Editor?

.doc, .docx, .pdf, .rtf, and .txt

How can I make changes to a PDF?

To change content of a PDF and save, you must use Save As... and select a different name than the original PDF file.

How do I insert an image?

You can copy an image from a webpage or existing document and paste it using the Use Local Clipboard option on the Home tab. You can also drag and drop an image file from your computer into the document.

  • Please note that if you save image content to a .doc, .docx, or .rtf file, it will not be visible in the file preview on the Files tab, even though the image is visible in the editor and the downloaded version of the document.

Can I add content to the header and/or footer of the document?

Yes, you can use the Header and Footer options on the Insert tab to add and edit content to these areas of the document.