Getting Started
Onboarding Checklist
Everything to complete before generating your first document.
Work through this checklist once when you first set up talentkiwi. Each step links to the relevant documentation.
Account
- Sign up with your Microsoft account — Account Setup
Profile
- Fill in your name, job title, and phone number in Settings → Profile
- Fill in your company name and company address — used in the document footer
- Optionally upload a recruiter photo (appears in the document footer if your template supports it)
- Optionally add a QR code with your contact details
Template
- Review the available document templates and select a default — Templates
Integrations (optional)
- Install the browser extension if you use an ATS — Browser Extension
- Connect your ATS (Vincere, FileMaker, or RecruitCRM) — Integrations
First document
- Create a project and generate your first dossier — Quick Start
Once all boxes are checked, you're fully set up.