What does this feature do & when to use it?
The formatted CV workflow lets you store and share a version of the candidate’s CV that uses your company’s formatting and this formatted CV can be shared with clients when you submit candidates. You can either use Recruit CRM’s native resume/CV formatting tool or upload externally formatted files into this custom field. You can use this feature when:
When you want to send a candidate’s CV in your own company-branded format.
When you want to keep a separate “formatted CV” file in Recruit CRM alongside the original resume.
When you want clients to see only the formatted CV and not the original resume.
When you regularly submit candidates to clients from jobs and need a consistent CV format.
Before you begin:
This feature (native resume/CV formatting tool) is available for Business plan users and above.
You need access to Admin Settings to create custom candidate fields and configure which fields are shared with clients.
Make sure you have your formatted CV files ready to upload if you are formatting resumes outside Recruit CRM.
Decide whether you want clients to see only the formatted CV or both the formatted CV and the original resume.
How to Create a Custom “Formatted CV” field? 📃
Go to Admin Settings.
Under Data Customization, click Candidate Fields.
On the right side, click the green New Custom Field button.
Name the new custom field (for example, “Formatted CV” or “Formatted Resume”).
Set the field type to File.
Click the Save Field button.
On the left side, ensure the visibility for the new “Formatted CV” field is set to On so that it is visible.
Show the formatted CV field on candidate profile pages
In the profile section, identify any existing field you do not want to keep (for example, a field like “Locality”).
Click the pencil icon to the right of the field you want to replace.
Click the Replace Field button.
Choose the Select Field option.
From the list, select the “Formatted CV” (or similarly named) custom field you created earlier.
Click Replace to confirm.
The new formatted CV field will now replace the old field in the candidate profile layout.
Upload a formatted CV for a candidate
On the candidate profile, locate the new formatted CV field.
Click the pencil icon to the right of the empty field.
Click Upload and upload the candidate’s CV or formatted resume file.
The layout change you made (replacing the old field with the formatted CV field) will reflect on all candidate profile pages, but the uploaded file itself is specific to each candidate.
Make the formatted CV field visible to clients
Go to Admin Settings again.
Click Fields Shared with Clients.
Search for the custom “Formatted CV” field you created.
Tick the checkbox for Formatted CV so that this file is shared with clients.
(Optional) Untick the Resume checkbox if you do not want to share the candidate’s original resume with clients.
Click Save Settings to apply your changes.
Troubleshooting
Problem: The formatted CV field does not appear on candidate profiles
Problem: The formatted CV field does not appear on candidate profiles
Likely cause: The field is not set to visible.
What to check:
In Admin Settings > Candidate Fields, confirm the “Formatted CV” field’s visibility is set to On.
On a candidate profile, confirm you replaced an existing field with the formatted CV field.
Resolution: Turn on visibility for the field and repeat the “Replace Field” steps to add it to the profile layout.
Problem: The Upload option is not available on the formatted CV field
Problem: The Upload option is not available on the formatted CV field
Likely cause: The field type is not set to File.
What to check:
In Admin Settings > Candidate Fields, confirm the field type for the formatted CV field.
Resolution: If the field is not a file field, create a new custom field with the File type and repeat the configuration steps.
FAQs
Do I need to be on a specific plan to use the native resume/CV formatting tool?
Do I need to be on a specific plan to use the native resume/CV formatting tool?
Yes. The native resume or CV formatting tool is available for Business plan users and above.
Does changing the candidate profile layout affect all candidates?
Does changing the candidate profile layout affect all candidates?
Yes. When you replace a field with the formatted CV field in the profile layout, that layout change reflects on all candidate profile pages.
Conclusion:
You can now create, upload, and share formatted CVs with clients directly from Recruit CRM, giving you better control over how candidate information is presented.