What this feature does and when to use it?
The Resume/CV Formatting feature allows you to customize resumes with your organization's branding before sharing them with clients. You can add headers, footers, cover letters, and watermarks while also redacting sensitive candidate information.
This feature is useful when you want to:
Brand resumes with your company details.
Hide sensitive candidate information before sharing resumes.
Create client-ready resumes in just a few clicks.
Please note:
Resume/CV Formatting, including Text Redaction and the ability to add custom Headers, Footers, Cover Letters, and Watermarks, is available on the Business plan and above.
When converting DOC files to PDF, minor formatting differences may occur.
How to format a Resume/CV?
You can generate a formatted resume from either the Candidate Details page or by opening the candidate's existing resume.
Open the Generate Formatted Resume window using either of the following methods:
From the Candidate Details page, click the three-dot menu and select Generate Formatted Resume.
Open the candidate's existing Resume and click Generate Formatted Resume.
Under Templates, add or select the Header, Footer, Cover Letter, and Watermark you want to apply to the formatted resume.
Use the Text Redaction feature to remove sensitive information, such as names, email addresses, phone numbers, or addresses. You can either:
Enter keywords in the Text Redaction field and click Apply Redaction to remove matching text.
Use the highlighter tool to manually select specific sections of the resume. Simply click and drag over the text or area you want to hide and click Apply Redaction.
After making the required changes, click Save. You can optionally rename the file before saving.
The formatted resume is automatically saved in the candidate's Files section. If you've created file-type custom fields, select the required field under Select Custom Field To Save File before saving.
Please note: Only file-type custom fields created under Candidate Fields are available in the Select Custom Field To Save File dropdown. If required, create a new file-type custom field before saving the formatted resume.
FAQs
1. Can I add my company's branding to resumes?
1. Can I add my company's branding to resumes?
Yes. You can add custom headers, footers, cover letters, and watermarks to create branded, client-ready resumes.
2. Where is the formatted resume saved?
2. Where is the formatted resume saved?
By default, it is saved in the candidate's Files section. You can also save it to a file-type custom field.
Conclusion:
The Resume/CV Formatting feature helps you quickly create professional, branded resumes by adding custom templates, redacting sensitive information, and saving formatted copies directly within Recruit CRM. For the best experience, we recommend setting up your Header, Footer, Cover Letter, and Watermark templates before formatting resumes.