Adding Executive/Profile Summaries (Optional)

Add Executive/Profile Summaries:

• Navigate to the Jobs Module → Open a Job → Candidates Tab.
  
  
• Click on More Actions for a particular candidate and select Add Executive/Profile Summary.
  
  
  
• Enter the executive/profile summary (up to 3000 characters) and save.
  
  
  
• You can edit the summary later if needed.
  
  
• The same option is available in the Candidates Module → Open a Candidate → Jobs Tab.
  
  
  
• The same option is available in the Pipeline Module → Three Dots → Add Profile Summary.
  

Exporting Candidate Information

Access the Export Option:

• Open a candidate’s profile.
  
  
• Click the Export profile icon from the header
  
  
  

Set a Theme and Select Information to Export:

• A pop-up window will appear, allowing you to choose a colour theme for the exported profile and choose from various details to include using the available checkboxes:
  
  
  

• You can now add a custom header and footer to the exported profile
  

• Enable a checkbox to include a confidentiality message in the profile.
  

  Once checked:

  • Choose where to display the message:

    • At the beginning of the content

    • At the end of the content

  • Edit the message using the Message textbox

    • Default value: “Strictly Private & Confidential”

Custom Sections Enhancement (Dynamic Upgrade):

• Gives more flexibility to personalize candidate profiles.

• Click on “Add New Section” to create a new section instantly.
  

• Keep adding sections based on your requirement there is no restriction.

• The user can also delete a section using the delete icon.
  

Export Ready

• All dynamic sections will appear properly in PDF/DOCX exports.
  
  
  Docx format:
  

Reordering Sections:

• Click the Reorder Sections button to arrange the selected sections in your preferred order.
  
  
  

Export the Profile:

Before exporting, you can now choose the layout format:

• Line Layout – A simple, clean design with content in rows

• Box Layout – A visually separated style using boxed sections

Just select your preferred option from the “Layout Type” at the top of the export window.

Download as PDF or DOCX

Download as DOCX (New!)
Allows you to edit the profile in Microsoft Word.

• • Follows the same layout and styling as the PDF.

  • Ideal if you want to customize the profile before sharing.

• If the candidate has their own formatted file, they can upload it in the Files section, and the user can also export that file when exporting the candidate profile.
  

Saving or Sharing the Profile:

• Save the Profile: Adds the PDF to the candidate’s file section for future reference.
  
• Share the Profile: Sends the profile to clients via email or job tracker.
  
  

Export Profile: Includes Work Experience

Work Experience is now also included in the Export Profile feature (PDF export from Candidate View).

Here’s how it works:

• It is enabled by default for all users, including existing ones.

• In the Export Profile → Reorder section, you can move this section up or down as needed.

• The exported PDF will show experience data in a structured, easy-to-read format.
  
  
  
  

• This enhancement ensures a more complete candidate profile is shared with clients and hiring managers.

• It improves presentation quality and saves time by eliminating the need for manual formatting.

Check out the full guide for Work Experience Functionality: Manage Candidate Work Experience

Important Notes

• Default Selections: The system remembers your previous checkbox selections, applying them the next time you export a profile.
  
  

Need Help?

If you have any questions, feel free to reach out to our support team at support@ismartrecruit.com.