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Upload and Import a CV through Mercury

Learn about uploading CVs from Mercury to Allsorter

This Guideflow will take you through the process of uploading CVs from Mercury to Allsorter to reformat them and then importing the finished file back to Mercury.  

 

Once the integration has been completed, Allsorter will be available inside Mercury as a tab within each candidate profile.

Each Mercury user must access Allsorter from a candidate profile.

  1. Log in to Mercury.
  2. Go to Contacts.
  3. Select the candidate you want to work with.
  4. Make sure there is at least one CV/resume uploaded to the candidate’s profile.
  5. On the candidate’s profile page, make sure the Mercury Contact dropdown  option is selected right under the candidate name . Otherwise, the Allsorter tab will not appear.


  6. Click Integrations in the main tab bar on the candidate profile.
  7. Select Allsorter from the sub-ribbon that appears. This may also appear within the main tab bar instead of "Integrations" if you only have the Allsorter integration enabled. 
    Allsorter tab
  8. Choose one of the available options:
    • Reformat New Document
    • View Previously Uploaded

 

Note: Keep the Open in new browser tab option selected when opening Allsorter through Mercury. Allsorter will still remain connected to Mercury, but opening it in a new browser tab gives you more space and a clearer view when working on a CV/resume in Allsorter. 

Option 1: Reformat New Document

Use Reformat New Document when you want to send a new file from Mercury into Allsorter for formatting.

To do this:

  1. Select Reformat New Document.
  2. Choose the file you want to reformat.

Note: A file must already be uploaded to the candidate’s Mercury profile before you can reformat it through Allsorter.

Option 2: View Previously Uploaded

Use View Previously Uploaded when the candidate has already been sent to Allsorter and you want to continue working with an existing document.

To do this:

  1. Select View Previously Uploaded.
  2. Choose the candidate or document from the Allsorter dashboard by clicking in 'View'.
  3. Continue working with the previously uploaded file in Allsorter.

Important notes

  • Allsorter is accessed through the candidate profile in Mercury.
  • A candidate must have a CV/resume uploaded in Mercury before you can use Allsorter for that candidate. 
  • The Mercury Contact option must be selected on the candidate profile.
  • If users can access Mercury but cannot see Allsorter, they should confirm they are viewing a candidate profile with an uploaded file and that they have selected the correct contact option.