Enabling and Using the Resume Toolbox

As an account admin, learn how to enable and utilize Crelate's automated resume branding and redaction

Ian Remington avatar
Written by Ian Remington
Updated over a week ago

The Resume Toolbox feature allows you to quickly create a copy of a resume with some or all of the following changes:

  • Redacting the name and contact details of the candidate

  • Removing document metadata (e.g., document author, company, etc.)

  • Inserting your own custom branded header at the top of each page

Enabling the Resume Toolbox

To configure the Resume Toolbox, navigate to Settings | Resume Toolbox.

Redaction Settings

When these settings are enabled, the Resume Toolbox will attempt to erase or edit the personal details of the candidate from the resume, including the candidate’s first and last name, street address, and any email address or phone number.

**Please Note** When redacting the first name, last name, or street address Crelate will perform a find-and-replace using the data from the contact record. If the text in the resume contains a different spelling or has special formatting (for example: superscript on a street address, e.g. “5th street”) then the Resume Toolbox may not fully redact those details. Users should always review and verify the document produced by the Resume Toolbox.

When redacting email address and phone number, the toolbox will just replace all phone numbers and email addresses it finds.

Clean Metadata Settings

You can enable or disable the removal of document metadata. Optionally, you can also overwrite the “Company” metadata field with your own company name.

Custom Header Settings

These settings allow you to define your own custom header to be added to the top of each page. The header can consist of either plain text, an image, or both.

When providing the text for the header we recommend keeping it short and limiting the content to 2 or 3 lines.

When proving an image, the image should not be too tall. Either a square company logo or one that is wider than it is tall works best.

Pro Tip: If the header is just an image (no text) then the image can be centered. If there is an image and text then the image must be either left or right aligned.

Output Settings

These settings control the details of the copy resume that the Resume Toolbox produces.

File name format: Customize the file name of the copy resume.
The file name can include the following placeholders:

  • [LastName] - Include the contact's first name in the file name

  • [FirstName] - Include the contact's last name in the file name.

  • [Number] - Include the contact's unique number in the file name.

  • [File] – Include the original resume’s file name.

For example:

  • A format of "[LastName]_[FirstName]_Resume" could produce a file named "Smith_John_Resume.docx"

  • A format of "[File]_Branded" with a resume named "MyResume.doc" will result in a file named "MyResume_Branded.docx"

Document Type: This lets you set the document-type of the produced document.
For example, you could create a Custom Document-Type called “Redacted Resume” and then configure the Resume Toolbox to always produce a Redacted Resume.

Pro Tip: Use this new document type within your Submttal Emails or Client Portal to automatically (and by default) shared a redacted resume.

Set as Primary Resume: If this setting is enabled and the Resume Toolbox, is run on a contact’s primary resume, then the new copy resume produced by the Resume Toolbox will be set as the contact’s new primary resume. This will only work when running the toolbox on the primary resume

**Please Note** If this setting is enabled then the “Document Type” setting must be set to “Resume”

Using the Resume Toolbox

To use the Resume toolbox, click the menu next to a resume document, and click Resume Toolbox. After running the Resume Toolbox on a resume, a new edited copy of the resume will appear on the same contact record.

The Resume toolbox is also available from the Resume viewer, and from the document viewer dialog.

What is Supported?

  • The Resume Toolbox can only be run on Microsoft Word documents and PDFs (either .doc, .docx, or .pdf)

  • The Resume Toolbox is only available on documents with a document type of “Resume”

What's Next?

Still need to enable this feature? Or looking to automatically implement this redacted resume in a submittal or in your client portal? Check out our content below!

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