Resumes & documents

Keep original CVs and other documents on the candidate record, and use the AI resume parser when you want to extract structured details. Storing a file, extracting its details and choosing it as the candidate’s profile source are separate choices.

Uploading documents

Open a candidate’s Documents tab. Use Upload CV in CVs for a CV, or Upload Document in Other documents for another file. CVs can be PDF, DOC, DOCX or TXT.

After a manual CV upload, Kepler asks what to do with it:

• For a candidate without a profile yet: Just store it keeps the file without changing anything, and Use as profile source reads the CV and builds the profile from it.
• For a candidate who already has a profile: Just store it, Merge with profile (Kepler reads the CV, then you choose what to keep from it and from the current profile, change by change) or Replace profile (the CV's experience, education and skills replace what's there).

To use a stored CV later, choose Compare and update profile from its ⋯ menu; a CV that hasn't been read yet is read first. A CV that has been read also offers View extraction. Each CV row has its own Download button, and labels such as Profile source or Not read into profile show how it relates to the profile.

Where documents come from

• Manual upload on the Documents tab.
• Bulk CV import — files uploaded via Adding candidates from CVs attach to the created candidate.
• Email and WhatsApp attachments — with Save attachments to records on under Settings → Record capture, files from a known candidate or contact are filed on their record (signature images, invites and email history are skipped). A candidate's own CV is filed as a CV: it becomes their profile if they had none; otherwise it's stored for you to compare. A CV from someone new can create the candidate (Create a candidate when someone new sends a CV).
• Portal & LinkedIn applications — an applicant's CV is attached automatically when you accept or store them from the Applicants page.

What the parser extracts

Updating the profile from a CV, and recovering an earlier profile

Use as profile source and Replace profile make that CV the primary source for the candidate’s structured profile: its experience, education, skills and other profile data replace the current profile, and recruiter-owned fields are protected. Review this choice carefully when the existing profile contains details from other sources.

Merge with profile and Compare and update profile open the profile as it will read, with each change marked in place and listed by number. For each one, keep the current version or take the CV's; a role that's only in the current profile stays unless you remove it, because CVs often leave out older roles. Switch between With changes, Before and After to check the result before you apply it.

When a CV newer than the one the profile uses is on file, the Profile tab shows A newer CV hasn't been applied, with Compare and update profile or Dismiss.

If the result is wrong, click Undo on the Profile updated from … message that appears after the update. Later, open the Profile tab, click Profile history (filter it by CV updates or Hand edits), find the update you want to undo and choose Restore before this to return to the profile from before that update. The Profile tab also shows, in one line, which file the profile came from. These controls let you recover a prior profile without re-uploading the original CV.

Custom columns follow their own fill settings; proposed changes that need review arrive in Notifications.

Deleting a CV

Choose Delete file from a CV's ⋯ menu. If AI filled fields from that CV, the dialog lists them with Keep or Undo for each (Keep is the default, and Undo all sets the lot). A value someone has changed since stays as it is. Suggestions from the CV that are still waiting can be accepted in the same dialog; the rest are withdrawn with the file. Deleting a note or meeting notes works the same way.

Previewing and downloading

For a branded client copy, see Formatting and sending a CV.

Click a document to preview or download it. Kepler hands out a short-lived signed link rather than a public URL, and only members of the workspace the file belongs to can request one.