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Exporting Candidate Information in iSmartRecruit

The Export Candidate Information feature in iSmartRecruit allows you to download detailed candidate profiles in a customized format. This feature helps you generate comprehensive reports, share profiles with clients, and keep track of candidate records in a structured PDF format. Whether you’re conducting executive searches or managing regular recruitment, this guide will walk you through setting up and exporting candidate profiles.

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Written by Hinal

Updated over Day(s) ago

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:


Reordering Sections:

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


Export the Profile:

  • Click Export to download the profile.


  • 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.

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 [email protected].