CV formatting with Tracker RMS
Tracker RMS agency CV in your own Word template
Tracker RMS has an Agency CV, kept separate from the candidate's original, built from templates and output as HTML, Word or PDF, with the formatted text placed into a branded header and footer document. Formatix reads any raw CV and restructures it into your firm's own Word, PowerPoint, Excel or PDF template, including shortlist decks and trackers. There is no Formatix connector for Tracker RMS, so you format in Formatix and attach the document to the candidate in Tracker.
Tracker users look for this when the agency CV has to follow a detailed house layout, or when the same candidates need to go into a deck or tracker as well.
No card needed. 10 free credits on sign-up, valid for 14 days; one credit formats one CV.
What Tracker RMS does natively
Tracker RMS's academy describes an Agency CV resume type, kept separate from the candidate's primary CV, built with templates under Tools, Customisation, Agency CV Templates and output as HTML, Word (.docx) or PDF. For Word, the formatted text is placed into a branded header and footer document from the Document Library.
Based on Tracker RMS's own pages, read on 19 October 2026: Tracker Academy: Agency Resume/CV Template
Where Formatix fits
Formatix fits when the CV needs to be rewritten into your structure rather than wrapped in your branding: the employment history, achievements, education and skills are read from the CV and placed into a template built from your own document.
The same batch of CVs can fill individual profiles, a PowerPoint shortlist deck and an Excel tracker, and blind versions for confidential submissions.
- Your own Word, PowerPoint or Excel file is the template: upload the profile, deck or tracker you already send clients and Formatix builds a reusable template from it, keeping your fonts, colours, layout and logo.
- Starts from any raw CV: PDF, Word, RTF, text, scans and photos (OCR) and LinkedIn PDF exports, in more than 40 languages.
- Output in Word, PowerPoint, Excel or PDF, so the document stays editable when a consultant needs to adjust it.
- Anonymised CVs and blind profiles from the same CV, with names, contact details and other identifying fields left out.
- Shortlist decks (one slide per candidate) and Excel trackers filled from the same batch of CVs as the individual profiles.
- Every formatted document is shown beside the original CV for checking before it goes to a client.
How to use Formatix with Tracker RMS
- 1
Build your template once
Sign up and upload the Word, PowerPoint or Excel document your firm already sends clients. Formatix turns it into a reusable template and shows you a sample filled from a real CV to approve.
- 2
Format the CV
Take the CV from the candidate record in Tracker RMS and drop it into the Formatix platform (one or a batch), email it to [email protected], or ask ChatGPT or Claude to format it with your template through the Formatix connector.
- 3
Attach the result in Tracker RMS
Check the formatted document beside the original, then attach the Word, PowerPoint or PDF file to the candidate record in Tracker RMS or send it to the client.
There is no Formatix connector for Tracker RMS today, so the two are used side by side: Tracker RMS stays your system of record and Formatix produces the client document. A Tracker RMS connector is built on request: tell us your firm uses Tracker RMS.
Firms with their own developers can also call the Formatix REST API (webhooks on the Agency plan and above) to format CVs from their own workflow.
Each formatted CV uses one credit. New accounts get 10 free credits on sign-up (no card, valid for 14 days); plans start at £20 a month for 20 credits. From ChatGPT or Claude, Formatix is free for 5 CVs a month when the assistant reads the CV itself (confirmed company email, no card).
Frequently asked questions
- How do I create an agency CV in Tracker RMS?
- Tracker's academy describes Agency CV templates under Tools, Customisation, Agency CV Templates, with output as HTML, Word or PDF and a branded header and footer document for Word. To rebuild the CV in your own detailed Word or PowerPoint layout, format it in Formatix and attach the file to the candidate in Tracker.
- Does Formatix integrate with Tracker RMS?
- Not directly yet. There is no Formatix connector for Tracker RMS today; a connector is built on request. Until then, download the CV from Tracker RMS, format it on the Formatix platform, by email to [email protected] or from ChatGPT or Claude, and attach the formatted file back to the record in Tracker RMS.
- Can Formatix make a shortlist deck from the same CVs?
- Yes. Upload the shortlist's CVs as a batch and Formatix fills one profile per candidate plus a PowerPoint shortlist deck and an Excel tracker in your templates.
- How much does Formatix cost for a firm using Tracker RMS?
- The same as for anyone else: Each formatted CV uses one credit. New accounts get 10 free credits on sign-up (no card, valid for 14 days); plans start at £20 a month for 20 credits. From ChatGPT or Claude, Formatix is free for 5 CVs a month when the assistant reads the CV itself (confirmed company email, no card). There is no separate fee for using Formatix alongside Tracker RMS.
Try it with a CV from Tracker RMS
Upload the document your firm already sends clients, then format a CV you have downloaded from Tracker RMS. You see the result beside the original before anything goes to a client.
No card needed. 10 free credits on sign-up, valid for 14 days; one credit formats one CV.
Tracker RMS is a trademark of its owner. Formatix AI is not affiliated with or endorsed by Tracker RMS. The description of Tracker RMS on this page is based on Tracker RMS's own public pages, read on 19 October 2026; features change, so check with Tracker RMS for the current position.