Workbench
Exporting
Export generated dossiers as PDF or Word (.docx).
Once you're satisfied with the generated document, export it for delivery to clients or upload to your ATS.
PDF export (recommended)
Click Download PDF to open the PDF export dialog.
The PDF export includes:
- The generated dossier
- All uploaded supporting documents (references, diplomas, etc.), sorted by category
- Correct A4 formatting
- Automatic compression to stay under 5 MB (suitable for email)
In the export dialog you can:
- Reorder pages by dragging
- Remove pages you don't want to include
- Confirm and click Download PDF
We recommend PDF for client delivery because it bundles everything into a single, consistently formatted file.
DOCX export
Click Download DOCX to receive the generated document as an editable Word file.
The DOCX export includes:
- The generated dossier only (no attachments)
- Editable content for further adjustments in Word
Use DOCX when the client needs to edit the document or when your workflow requires a Word file.
Uploading to your ATS
After downloading, you can also upload the document directly back to your ATS. See the Integrations section for how this works with Vincere, FileMaker, and RecruitCRM.