Creating & uploading a template

What you’ll need

• Microsoft Word (recommended) or Google docs

• Basic programming knowledge (or some AI tool to help you out)

• A few minutes

Getting started

You can pick one of two approaches to creating your company template:

• Start with one of our pre-built templates and customize it to your preferences

• Convert your existing Word template into a CVtoBlind Template

Depending on how complex your design is, one might suit you better than the other. In both cases, we recommend downloading one of our pre-built templates and using them as reference:

Pre-built starter templates:

Our pre-built templates are a good starting point, as they contain plenty of boilerplate code that handles the most common use cases, such as:

• Not displaying a section if it’s empty

• Rendering specific technology categories independently and only if they’re not empty (see Customizing technology categories → for how to set those up)

Converting your company templates into CVtoBlind templates

The basic workflow is as follows:

• Identify matching information that you’d like to replace with a template, such as the summary

• Replace the fixed placeholder / text block with a jinja variable as depicted in the reference templates ex. {{summary}}

• Save the file and upload it for verification

Testing your templates

Go to the Template page within the app and click “Add Template”. Click the “Next” button to move on to the template upload page. Select and upload the template file that you’ve just modified and saved on your disk:

Once you’ve uploaded your template, it will be automatically validated. A template must contain valid Jinja code in order to work. This means that every bracket must be closed, each loop must have a corresponding {{% endfor % }} block and so on.

Template validation

Once you’ve uploaded your template, you’ll see a validation result - either a success notification or a validation error that will help you determine where you’ve made a mistake:

Identify the error in your template & reupload the updated file until the validation passes. Once you’ve fixed all errors, you can move on the final Stage

Template preview

In Template preview you can see what a sample Profile will look like with real data. On the left hand side you can perform any changes that you normally would in the Profile Editor to test the template rendering logic.

Saving your template

Once you’re satisfied with the final result, you can click “Save Template” in the lower right corner.

If you pick “Just save” it will be added under the given name to your templates list. If you pick “Save as default” it will automatically be used as the default template for all future Profile conversions.