Who can do this: Owners, Admins and Members, on a plan with Resume Builder.
Product: Resume Builder · Where: Profile → Export → Set file name for export
Enter the name you want under Set file name for export on the export screen, then download. There's no setting for a company-wide naming pattern, so you change it per export.
How to change the file name
Open the candidate's profile, click Export, then Download PDF or Download DOC.
Select the branding and the other export settings first.
Under Set file name for export, enter the name you want. The .pdf or .docx ending stays as it is.
Click Download PDF (or Download DOCX for Word).
Note: If you change Select branding after you enter the name, the file name goes back to the default. Enter it again.
Result
The file downloads with the name you entered.
What is the default file name?
The default is the brand name, the candidate's name and their job title. For example: "Talentbird - Morgan Example – Payroll Manager.pdf".
The brand name is the Company/Brand display name of the branding. If the branding has no display name, your company name is used.
The default name doesn't change when you change Primary name in Control candidate data. With Initials only, it still shows the full name. Edit it by hand.
Good to know
To shorten the company part of every file name, an Owner or Admin can change the Company/Brand display name in Settings → Branding. See Set up your branding.
For an anonymous resume, always check the file name before you download. See Create an anonymous resume.
Changing the file name doesn't use a credit.
Common questions
Can we change the default file name to a shorter format? Not as a saved pattern. Change it on each export, or shorten the Company/Brand display name in the branding.
Can I remove the job title from the file name? Yes. Delete it under Set file name for export before you download.
I made the resume anonymous, but the file name still shows the candidate's name. The file name doesn't follow the anonymous settings. Enter a new name before you download.
Pro tip: To shorten the company part of every file name at once, an Owner or Admin can shorten the Company/Brand display name of the branding in Settings → Branding.
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