Learn the fundamentals of tagging and templates to streamline your workflow. This article covers how to create and edit templates to suit your needs, ensuring consistency and significantly reducing the chance of errors.
Tagging Fundamentals
The templating system works by linking tags in the templates to fields in the system's front end. In the below example, the fields in the front end of the system are First name and Last name –
The corresponding tags for these fields are _candidate_firstname and _candidate_surname. Wherever these tags are placed in the template is where the extracted information from the original resume will be populated.
The tags will inherit the formatting—such as font type, size, and color—applied to them in the template. For example, if you want the candidate’s first name to appear as 10pt underlined text and the surname as 12pt bold, you will need to format each tag accordingly and adjust the font to your preferred style.
Important: Tags must be typed in all lowercase. If you press “space” or “enter” at the end of a tag and the first letter capitalizes, press ctrl+z to undo or click undo in the ribbon to remove the capitalization.
You can remove any tags for information you do not want to include in your template. For example, if you do not need the candidate’s email, simply delete the _candidate_email tag.
Do not remove the following unless you are sure:
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bulletindex– Required for bullet points to display correctly. -
datefgeneral,datefedu,datefexp,datefcert– Control date formatting. Only remove these if your template does not include dates in the related section.
(For more details, see our Date Tags page.)
Use of Curly Brackets for Repeating Sections
Sections such as Education and Experience often contain multiple entries in a candidate's resume. To correctly display each entry, you must use curly brackets {} to define the area that should repeat.
Here is an example for an Education section:
In this example:
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The curly brackets define the part of the template that will repeat for each education entry the candidate has.
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The tags inside the curly brackets—such as
_edu_title,_edu_school,_edu_location,_edu_date, and_edu_description—represent the information that will be pulled from each education record. -
If a candidate has multiple educational experiences, the content inside the curly brackets will repeat once for each.
Any static elements, such as section headers like _exp_section_header, should be placed outside the curly brackets. These elements are not meant to repeat and will appear only once in the final document.
This structure helps ensure that repeated content is handled correctly while keeping the layout consistent and easy to read.
Understanding the bulletindex tag
The bulletindex tag is essential for formatting bullet points correctly in your template. It tells the system how to display both standard and indented bullet points when the final document is generated.
To customize the indentation of bullet points, you must edit the Word document version of the template. Simply select a bullet point that includes the bulletindex tag, then adjust its indentation using Word's bullet formatting options.
By doing this, you ensure that all bullet points across the exported document follow the same consistent structure and visual pattern. This helps maintain a clean and professional appearance throughout the template.
Uploading Your Template
Once you have created or edited your template using the correct tags and formatting, you can upload it to the platform by following these steps:
1. Finalize Your Template
Make sure your Word document includes all the necessary tags and formatting, such as:
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Correct placement of tags
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Proper use of curly brackets
{}for repeating sections like Education or Experience -
The
bulletindextag for bullet point formatting -
Any required date formatting tags (e.g.,
datefedu,datefexp) if your template includes dates
2. Save Your Document
Once you are happy with the structure and content, save the document on your device.
3. Upload the Template
Follow these steps to upload the document:
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Go to the Templates page on the platform
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Click “Add Template”
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Select your saved Word document
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Confirm the upload
The system will process the file and convert it into a usable template. You can preview the result to ensure everything is working as expected.
4. Test and Use
After uploading, it is a good idea to test the template by generating a sample document, adding a resume to the system and using the new template to reformat. This helps ensure that all tags populate correctly and that formatting is applied as intended.