Request a CV or LinkedIn Profile

How It Works #

1. The Candidate reaches the Request CV / LinkedIn Step.
2. Upload and/or LinkedIn input fields are displayed.
3. The Candidate uploads their CV or enters their LinkedIn URL.
4. Data is saved to the Candidate record.
5. The Journey continues to the next Step.

How to Configure #

1. Open your Agent in the Agent Editor.
2. Go to Path Steps.
3. Click Add Step → select Request CV / LinkedIn.

4. Enter your Display Text (instructions for the Candidate).

5. Enable the fields you need:

• CV Upload — File upload for CV/resume
• LinkedIn URL — Text input for LinkedIn profile link
• Both — Both fields enabled

6. Set the Proceed Button Name.
7. Click Save.

What the Candidate Sees #

Input Fields #

Depending on configuration, the Candidate may see:

• Upload CV/Resume
  • A file upload field (e.g., PDF, max size limit applies)
  • The selected file name is displayed after upload
• LinkedIn Profile URL
  • A text input field for the LinkedIn link
  • Placeholder example: linkedin.com/in/your-profile

Required Fields #

• Enabled fields are mandatory
• The Candidate must complete all required fields before continuing

Submission #

• After completing the fields, the Candidate clicks Continue
• The system validates the input:
  • File must be uploaded (if CV is required)
  • URL must be entered (if LinkedIn is required)
• If validation fails:
  • The Candidate cannot proceed
  • Missing fields are highlighted

After Submission #

• The uploaded CV and/or LinkedIn URL is saved
• The Candidate proceeds to the next Step

Candidate Record #

• Uploaded CV is stored in the Candidate record
• LinkedIn URL is saved as part of the Candidate profile
• Reviewers can access both for assessment

Tips #

• Keep instructions clear (e.g., "Upload your latest CV in PDF format")
• Avoid requiring both CV and LinkedIn unless necessary
• Use this Step early in the Journey to collect essential Candidate data

Notes #

• File size and format restrictions may apply
• Ensure Candidates are aware of accepted formats (e.g., PDF only)
• This Step is commonly used before screening or interview stages

Related Pages #

• Document Exchange
• Explore Background
• Agent Editor