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Export the approved client handoff

Copy readable text or download a printable, self-contained HTML submission.

Owner · Recruiter · Hiring manager2 min read
Before you begin

An approved staffing revision, no unsaved edits, and access to the application.

On this page

Step by step#

  1. Check the approved revision

    Confirm the displayed approval state, candidate and assignment. Read the latest revision before sharing; an older downloaded file will not update itself.

  2. Choose the format

    Use Copy text for a readable handoff or Download printable HTML for a branded document. The approved view exposes these controls only when there are no unsaved edits.

  3. Inspect the output

    Check company branding, assignment reference, five facts, open points, recruiter assessment, approval details and the selected source appendix.

  4. Print or share deliberately

    Open the downloaded HTML in your browser and use Print if you need paper or a browser-generated PDF. Share with the intended authorized recipient through your normal process.

Evidence travels with the document#

The export includes the selected answer evidence itself. A recipient does not need a public candidate interview link to understand those excerpts. The HTML is a document, not a live customer portal.

The export is unavailable or unreadable#

Check for unsaved changes, review-required state, a blocked revision or a version conflict. If the product output is unreadable, record a quality case. Do not retype candidate facts from memory to bypass a broken export.

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