Candidates

How to Create Resume and CV Formatting Templates in ATZ CRM

Create resume formatting templates in ATZ CRM with headers, footers, watermarks, and cover letters for consistent client-ready CVs.

Quick Answer

Go to Admin Settings, open CV/Resume Formatting Settings, create templates for headers, footers, watermarks, or cover letters, save them, and preview before using them on candidate resumes.

Why Resume Formatting Templates Matter

Resume formatting templates help agencies send consistent, branded, and client-ready candidate documents. Instead of manually editing every CV, recruiters can apply saved templates for headers, footers, cover letters, and watermarks.

Step 1: Open CV/Resume Formatting Settings

Go to Admin Settings and select CV/Resume Formatting Settings.

Open Admin Settings

Open CV resume formatting settings

You will see template sections for headers, footers, watermarks, and cover letters.

Resume formatting template sections

Create a Header Template

Open the header template section, select the option to create a new header, and design the header with text, colors, branding, and placeholders.

Create resume header template

Use footer templates for page numbers, disclaimers, contact details, or brand messaging.

Create resume footer template

Create a Watermark Template

Create a transparent watermark with your logo, company name, or text such as “Confidential.”

Create resume watermark template

Create a Cover Letter Template

Design the cover letter template and add placeholders for candidate and recruiter details.

Create cover letter template

Add cover letter placeholders

Use Cases

Client Submissions

Apply a standardized agency-branded CV before sharing candidates with clients.

Compliance and Confidentiality

Use watermarks and redaction workflows to control how candidate information is shared.

Faster Recruiter Workflows

Templates reduce repeated formatting work and help recruiters send polished CVs faster.

Troubleshooting

Template Formatting Looks Wrong

Preview the template and adjust spacing, placeholder fields, and design settings before using it.

Placeholder Data Is Missing

Confirm that the candidate profile contains the field used by the placeholder.

Watermark Does Not Show on Cover Letter

That is expected. Watermarks apply to resumes, not cover letters.

Frequently Asked Questions

Can I create multiple templates?

Yes. Create different templates for brands, clients, regions, or role types.

Can I edit a template later?

Yes. Return to CV/Resume Formatting Settings and update the relevant template.

Should I use templates before formatting a resume?

Yes. Creating templates first makes resume formatting faster and more consistent.

Need help?

Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.