Resume/CV Formatting

This article will help you format Resumes/CVs within Recruit CRM

Avipsa Lakhanpal avatar
Written by Avipsa Lakhanpal
Updated over a week ago

Manually reformatting a bunch of resumes to include your logo and contact information for branding and to meet client requirements can take hours. Our CV formatting feature will help you out with this!

You can add a personalized header, footer, and watermark for each resume sent to clients in just a few clicks.

Using the CV formatting tool you can also remove any candidate information that may be a tip-off.

Formatting Resumes/CVs

1. To format a resume go into the candidate profile and click on the three dots in the top right corner of the candidate profile and select the “Generate Formatted Resume” option (as shown in the image below)


Go into the candidate profile, click and open the existing “Resume” file, and click on the Green button at the bottom that says, “Generate Formatted Resume”

2. Now under “templates”, you will see an option to add header, footer, cover letter, and watermarks. You can either choose to add an existing template by selecting it from the list or you can create a new one.

3. The next option you see in the Menu is the “Text Redaction” feature.

Using this option you can remove any sensitive information, such as name, email contact number, address, etc that you do not wish to share with the clients, from the CV.

You can also run a simple keyword search to select and remove unwanted information from the CV. To do this, enter the keywords in the box below “Text Redaction”.

Once you’ve done this, the system will make a selection based on it, as seen in the image below:

Click on the “Apply Redaction” button to remove the selected text from the CV.

4. Another way of selecting a text to be removed is just to draw a box around the text that you wish to hide.

Once you’ve made the selection, click on the “Apply Redaction” button to remove the selected text from the CV.

5. After you’ve made all the changes, hit the green “Save” button. In the following pop-up menu, you have the option to rename the file if you wish to do so.

The Formatted CV will be automatically saved within the Candidate’s File section once you hit “Save” provided if you have not created a custom field for this.

6. If you have a File type custom field created, the system will give you an option to save it within a custom field.

To do this, under “Select Custom Field To Save File” choose the field where you want the Formatted CV to be saved and hit “Save”.

To be noted: Only the file type custom fields you’ve created under Candidate fields will be shown in the drop-down under “Select Custom Field to Save File”. If you haven’t created one already you can just create one using the “Create New Custom Field” option or you can do it from here > Candidate fields

And that’s it! Hope this helps!

You might also want to check out the article on Creating Header, Footer, Cover letter and Watermark Templates before actually formatting a CV/Resume.

If you have more questions and queries, feel free to reach out to us using the blue chatbot on the bottom right corner :)

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