Formatting and sending a CV
Create a branded or anonymized CV, review the draft, download a client copy and send it from Kepler.
Turn a candidate’s profile or one of their CVs into a branded, editable CV for a client, then download it or send it from Kepler. Creating and editing formatted CVs requires permission to update candidates.
Create a formatted CV
- Open the candidate’s Profile tab and click Create formatted CV. It is built from the Profile, not the original CV file. To start from one particular CV instead, open the Documents tab and choose Format CV from that CV’s ⋯ menu. A job pipeline’s candidate panel also has Format CV.
- The editor opens straight away with a new draft, using your workspace’s default template.
- Use Template in the editor’s top bar to switch template, and rename the draft from its name. If no templates are available, ask someone with access to Settings → CV templates to add one.
- Click Download PDF or Download DOCX (the other format is in the arrow menu beside it). The editable draft stays in Formatted CVs on the Documents tab.
The editor’s AI menu can rewrite the draft for you — for example Tailor to job, Translate, Convert to third person or Format dates. Its changes are shown for you to accept or reject (Accept all / Reject all, or step through them with the arrows).
Anonymized CVs
To remove the candidate’s name, contact details and employers, use the arrow beside Create formatted CV and choose Create anonymized CV, or run Anonymize from the editor’s AI menu. Each change is highlighted for you to check. A draft shows the Anonymized badge once at least one change is applied; click the badge to turn anonymization off and put the candidate’s own wording back. If a section couldn’t be anonymized, the editor says so — retry it or edit it by hand before the CV goes to a client.
Anonymized copies made when you share candidates to a client portal are listed in Formatted CVs too. Regenerate in a copy’s ⋯ menu rebuilds it from the source CV and discards your edits on it.
Cover sheets append the original CV and produce PDF only. They can’t be used for anonymized CVs, because the original CV would be appended unchanged. Check the original attachment before sharing it.
Brand the original CV
When your workspace has uploaded a banner or logo under Settings → CV templates (CV brand), a PDF or Word CV’s ⋯ menu also offers Brand original CV. It keeps the candidate’s own file and adds your banner and logo. In the editor, choose where the banner and logo go and on which pages, and drag on the Mark up view to cover any text you want hidden; Preview shows the PDF as it will be sent.
Review and edit the draft
Click a draft’s name in Formatted CVs to open it in the editor. Review the document preview alongside its sections, then edit the content you want to tailor for the client. Watch for Saved at the bottom before leaving; if the editor says Couldn’t save, choose Retry.
Download the reviewed draft from the editor, or from the draft’s row in Formatted CVs. The alternate output format is available from the arrow menu, except for cover sheets. If a draft was saved but its file failed to generate, retry the download from that draft.
Send the CV
- Choose Send from the editor or the draft’s row in Formatted CVs. The Send CV panel opens and shows whether it’s the Full CV or an Anonymized one.
- Under Sending for, choose A job and pick it, or Speculative. For a job, To fills with the job’s hiring manager; change it or add other client contacts. Each contact gets their own email.
- Choose Email attachment (one email from your mailbox with the CV attached) — or Share to portal when the job’s client portal is on — and click Continue to email.
- The email composer opens with the CV attached. Review the recipient, attachment and message, then send the email. Nothing is sent until you do.
The draft’s Sent to information and send history help you see where it has gone. See Sending email from Kepler for the connected-account and compose workflow.
Keep client copies current
Existing drafts do not automatically become a new client copy when the candidate’s profile changes. When a draft shows Profile changed · Rebuild in Formatted CVs (or the editor says Profile changed since this draft was created), click Rebuild to create a new draft from the current profile. The original draft is kept; review the new one before sending.
Use Duplicate from a draft’s ⋯ menu for another editable version. Open the file’s version menu to download an earlier generated file. Delete draft removes the editable draft but keeps previously generated files in version history; files belonging to deleted drafts remain listed under Files from deleted drafts.