Profile PDF
Generate a clean PDF profile of a candidate to send to a client — you choose the sections and fields, contact details are hidden by default, and the PDF is saved on the Files tab.
The profile PDF is a document that presents the candidate like a resume: name, position, overview, skills, experience, education and languages. Its main use is sending a candidate to a client without handing over their contact details: email, phone, address and online links are hidden by default, so the client cannot reach the candidate directly.
The PDF carries no logo. It is created from the candidate’s profile at the moment you click, and it is saved on the Files tab.
Where to generate it
There are two places, and both open the same Profile PDF panel.
- On the Profile tab — the Generate profile PDF button is at the top of the section navigator, on the left. See The candidate profile.
- In the Share panel — at the documents step, for a Client contact as well as an Email address, the + Generate profile PDF button is at the top of the candidate’s file list. See Share a candidate.
The button only shows if you can edit candidates.
The Profile PDF panel
PDF languages
The PDF languages block only appears if your organization uses more than one language. Your own language is already ticked. Tick several and you get one PDF: titles and labels appear in each chosen language, while text written by you or by the candidate appears once. Untick everything and the generate button is disabled, with the message Choose at least one language.
Content
The Content block lists the sections of the PDF and, when you expand a section, its fields. Tick what you want printed.
- A section’s box ticks or unticks all its fields at once. It is partly ticked when only some fields are.
- Identity is always included, and so is the candidate’s name (always included). The current position is ticked to start with; the photo is not.
- A field with nothing to show for this candidate is marked empty.
- Lives in prints the city and province only, never the street address.
- The Summary section (the AI summary) is only offered when the Nextal AI integration is turned on and the candidate has a summary.
- The Custom properties section has one box per custom property set up for candidates.
Hidden by default: contact details, salaries (current and requested), source, tags and custom properties. Everything else is ticked to start with.
Click Default values to go back to these choices, languages included.
Your last selection is kept
The panel remembers your last selection, on this browser and for you only: next time you find it as you left it. Someone working in another browser, or on another computer, starts from the default values. Languages are not remembered.
Empty fields are not printed, and a section with nothing to show is dropped from the PDF — you will never see a dash or a blank line.
Generate from the Profile tab
- Click Generate profile PDF.
- Choose the languages (if any) and the content.
- Click Generate and save. The button shows Generating… while the PDF is created.
- The panel announces Added to the Files tab and shows the file name with a Download button. Only Close remains at the bottom of the panel.
The PDF is on the Files tab right away, without reloading the page, and the tab’s file count goes up. If generation fails, a red notification asks you to try again; the panel and your selection stay as they were.
The file is named Profile-First-Last-YYYY-MM-DD.pdf (for example Profile-Camille-Tremblay-2026-11-08.pdf), with today’s date. The start of the name follows the first language of the PDF: Profile- in English, Profil- in French. As with every file, accents are removed from the name.
Generate from the Share panel
At the documents step, click + Generate profile PDF, choose the content, then click Generate and add. The panel closes, and in the step:
- the PDF is saved on the candidate’s files (the Files tab);
- it appears first in the list, marked New;
- it is ticked automatically: it will go out with the email, or be visible on the portal, like the other ticked documents.
Untick it if you change your mind; it stays on the candidate’s files. The New marker lasts as long as the step. A candidate who had no document can now be shared, since they have one.
What is never included
The profile PDF holds only the information on the candidate’s profile. It never includes job applications, comments, surveys, references or interviews.
Who can do what
| What you want to do | What you need |
|---|---|
| Generate a profile PDF (Profile tab or Share panel) | The right to edit candidates |
| Open or download the PDF on the Files tab | Access to the candidate |