Training & Documentation

Getting Started

Each month we host 9 free, on-line seminars detailing all of RESUMate.

Attend as many as you like or read the documentation below.

RESUMate is an easy program to learn, and you can pick up the basics in just a few minutes.  But, like most business software, RESUMate also contains a lot of little features and tools that can be very helpful once you know how to use them.  This page contains information on both the basics and the details.

The Basics of Using RESUMate


If you’re new to RESUMate, this 12-page guide will get you up and running in no time.  It contains step-by-step instructions for:

  • Creating records from resumes
  • Running searches
  • Customizing

  Getting Started Guide

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Free On-Line Seminars



Each month we offer 9 free online seminars designed to cover all of the features and functions of the RESUMate program.

Sessions begin at noon, Eastern Time USA, and lasts 30 minutes.

Click here to sign up for seminars.  An optional Q&A session follows the 30 minute presentation.

Seminar Documents

The Details of Using RESUMate

These illustrated guides are tied to our regularly scheduled on-line training seminars.  Each seminar corresponds to one of the topics below.  You do not need to attend the seminar to view the training guides, or even read them in the order suggested.

And remember, you can always push F1 from any screen in RESUMate to get illustrated, screen-by-screen help.  If you're on the search screen, pressing F1 will give you illustrated search help; if you're on the Options screen, pressing F1 will give you illustrated help for the Options screen; it works on every screen in RESUMate and is often the quickest way to answer a simple question.

1. Customizing and Using Fields and Memos

Every record in RESUMate contains a number of text fields that can be used for short notes (e.g. “Employer: ABC Company”, “Status: Available”) and “memos” that can be used for storing larger amounts of text (e.g. “Resume”, “Notes”, “Interview Questions”).  In addition to those two areas of searchable text, every RESUMate record also contains a number of dedicated date fields to store important dates (e.g. “Last Call”, “Next Call”).  You can easily change all three (text fields, memos, date fields) by following these tutorials.

2. Customizing and Using Keywords

RESUMate has a built in index of keywords called the “Valid Table”.  This index is divided into columns and can serve as a way to automatically extract keywords and phrases from resumes (e.g. “Bachelor of Engineering”, “Java Developer”), as well as act as a personalized list of shorthand comments and classifications (e.g. “Status: Active”, “Candidate Ready to Hire”).  RESUMate comes with a generalized index of keywords and columns, and you can easily modify it (creating your own keywords, modifying the ones already there) by following these tutorials.

3. Building Your File by Creating Database Records from Resumes

You can create a new RESUMate record by simply typing in a candidate’s name and contact information, but most records are created from resumes.  RESUMate can import resumes that are stored on your local drive as PDF or Microsoft Word files, as well as e-mail messages or any other text format, including resumes copied from the web.

4. Searching Your Database

One basic purpose of having a database like RESUMate is to be able to find qualified candidates for any job opening.  RESUMate offers several ways to search your database, and virtually everything within a record can be searched.  Sometimes you might find the lone, single candidate who’s perfect for the job.  More often, however, the search tool is used to find all possible candidates for a job before narrowing and refining the field down to just those candidates who are worth contacting by phone or e-mail.

5. Keeping Your Searches Organized

Working a search assignment takes time.  It’s important to stay organized from the day you first enter the search assignment as a record in your RESUMate database until the search is completed.  Staying organized is best accomplished by having a small number of 1-click sub-folders in your database (Groups) that will contain all of the people, company, and job order records that might contain information that will prove useful in filling this search assignment.

6. Submitting and Tracking Candidates

RESUMate Professional is what’s called a “relational” database.  All that really means is that one database record can be linked to a related record.  For example, if you have a record for a hiring manager, you’d want that hiring manager’s record to be linked to the records of the company they work for and for any job openings you’ve filled for them in the past.  Similarly, a record for a job opening should be linked to both the originating company as well as the candidates who are being considered for that job.

7. Daily Planning and Using RESUMate While You’re on the Phone

It’s good to start each day with a plan, but there’s a trade-off: time spent planning reduces the time available for recruiting and marketing.  RESUMate’s Daily Planner reduces the time required to make a comprehensive daily plan to a single click.

8. Reporting

“Reports” is a term that covers a lot of ground.  It can mean everything from a legally required EEO compliance summary all the way down to a simple self-report to help yourself keep track of what you’ve done recently.

There are lots of reporting methods built into the RESUMate.  You can export data to Excel, print out record summaries and create PDFs, and RESUMate’s Daily Planner always has a one-click “pipeline report” detailing all active jobs and the being considered for those jobs.  This document will show you how to create all of those reports, and includes tips on which types of reports are most likely to be useful to you.

9. Developing New Business

New business development often starts with searching a directory product, such as Hoovers, for companies that make or do similar things. Companies found in this process can be imported directly into RESUMate, such that a new company record is created, and all of the contact people at this company are automatically linked to this new company record.