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Sharing a formatted CV With Clients
Sharing a formatted CV With Clients

This article act as a guide to help you submit formatted CV's of candidates with Clients.

Sarvesh Gokhale avatar
Written by Sarvesh Gokhale
Updated over a week ago

Want to share a candidate's CV/Resume with your company's formatting with your client?

For our Business plan users, we have our native Resume/CV Formatting tool that lets you format resumes within Recruit CRM. The following article will help you do this: Resume/CV Formatting.

You can also format resumes outside RecruitCRM and share these formatted files with your clients. To do this,

Follow the 3 simple steps below to get started:

Creating a custom field

1. Go to "Admin Settings"

2. Click on "Candidate Fields" under Data Customisation

3. Click on the Green button/Blue Button  "New Custom Fields" on your right

4. Name the new custom field something like "Formatted CV" and set the
 "field type" to File and don't forget to hit the Save Field button

5. Make sure that on the left side, the "Visibility" of the "Formatted CV" field is set to "ON"

Make this field visible on candidate profile pages

1. Go to a candidate's profile from the Candidate list page.

2. Select any field that you do not want in the profile section (E.g. in this case, I am considering "Current Salary")

3. Click on Pencil Icon to the right of the field you want to replace.

4. Select the "Formatted CV" field from a drop-down, and click Replace. This field will replace the old field.

5. To upload a formatted CV, click on the Pencil Icon to the right of the empty file icon.

6. The changes made on one profile page will reflect on all other candidate profile pages.

Make this field visible to clients

1. Go to "Admin Settings"

2. Click on "Fields Shared With Clients"

3. Tick the "Formatted CV" checkbox and Untick the "Resume" checkbox if you do not want to share their actual CV

4. Hit the "Save Settings" button

Once you are done, click on the "Submit Candidate" button inside any job to submit candidates to clients.

Hope that helps!

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