# Candidate Project

Source: https://www.talentkiwi.tech/en/docs/workbench/candidate-project

> How to create a candidate project and go from raw documents to a finished candidate profile.



A **candidate project** holds everything related to a single candidate: uploaded documents, job post details, generated candidate profiles, and exports.

## Create a project [#create-a-project]

Click the **New Project** button (suitcase icon) in the sidebar, or use the **Create Project** button in the top right of the Projects page. No name is required, it will be filled in automatically once you upload a CV.

When the project opens, you'll see two forms: one for job information at the top, and one for candidate information below.

## Job information (optional) [#job-information-optional]

In the top form you can:

* Enter the **job title**
* Paste the **job description** or upload a job post file
* Paste a **URL** to the job listing, talentkiwi will extract the content

Attaching a job post is optional but recommended, talentkiwi uses it to highlight the candidate's most relevant experience for that specific role. Click **Save** in the bottom right of the form when done.

## Candidate information [#candidate-information]

### CV (required) [#cv-required]

Upload the candidate's CV first, talentkiwi will automatically extract the candidate's name and photo (if available). Drag and drop the file into the upload area, or click to browse.

### Recruiter notes (optional) [#recruiter-notes-optional]

Add notes from interviews or phone screens. You can:

* Upload a file (PDF, DOCX, or image)
* Type or paste notes directly into the text field

### Additional documents (optional) [#additional-documents-optional]

Upload any other supporting documents, such as:

* Reference letters
* Diplomas or transcripts
* Certificates or assessments

## Working with uploaded files [#working-with-uploaded-files]

* **Preview**, click any file name to view the document you uploaded
* **Rearrange**, in edit mode, you can drag and drop files between sections (CV, recruiter notes, and additional documents)

## Generate the candidate profile [#generate-the-candidate-profile]

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Once the CV is uploaded, configure the options before generating:

**Template**, select a document template from the dropdown.

**Language**, choose the output language. The AI translates and adapts the content into the selected language.

**Anonymization**, toggle **Anonymize** to hide the candidate's name and personal details in the output.

Click **Generate Document**. Generation typically takes 30 seconds to 2 minutes depending on the amount of uploaded content. Do not close the tab while generation is in progress.

## Review and edit [#review-and-edit]

Once generated, you can review and edit the document in two views:

### Page dict editor (HTML view) [#page-dict-editor-html-view]

Click the &#x2A;*\<>** button (second button in the toolbar) to open the HTML viewer. This shows all the fields that will appear in the document.

* **Edit text**, double-click a title to edit it, or click directly into any text field to modify it
* **AI Enhance**, select any text to reveal the **Enhance** button. The AI will help you improve the selected passage
* **Split view**, click **Split View** at the top center to open a side-by-side comparison: original uploaded documents on the left, generated output on the right
* **Save**, always click **Save** in the top right before closing

### Docx editor [#docx-editor]

Open the Word editor to review and edit the document in a familiar word-processor interface. Save using the **Save** button in the top left of the editor, then close when done.

## Share a project [#share-a-project]

To share the project with a colleague, click the blue **Share Project** button in the top right of any open project. This works for both candidate and job post projects.

## Export [#export]

**PDF export (recommended)**, click **Download PDF** to open the export dialog. You can select which pages to include, rotate or remove pages, and then confirm the download. The PDF is automatically compressed to stay under 5 MB.

The **Reset** button in the export dialog restores the document to its state immediately after generation at any time. A page removed by mistake can be recovered this way; any rotations and changes to the page selection are also undone.

**DOCX export**, click **Download DOCX** to receive an editable Word file containing the generated document only (no attachments). Use this when the client needs to edit the document or your workflow requires a Word file.
