Who can do this: Owners and Admins set the company default. On one list: Owners and Admins on any list, Members on lists they own or are assigned to.
Product: Client Portal
Where: Settings → General settings → Job submission list, or on a list: List configuration → General
Decide whether clients can download candidate files from your lists, or only view them in the browser.
Which files does this cover?
Every file a client can open on a candidate:
the candidate profile
the CV / Resume
files in File Upload custom fields
It only affects your clients. You and your team can always download.
How do I set the default for new lists?
Click your name or photo at the bottom left.
Click Settings.
In the left menu, click General settings.
Click the Job submission list tab.
Under Allow clients to download candidate files by default?, select Yes, allow downloading candidate files or No, only allow viewing files in the web browser.
Click Save changes at the bottom of the page.
Result: you see "Saved successfully". Every new job submission list starts with this setting. Lists you already have keep their own setting.
Until you change it, the default is Yes, allow downloading candidate files.
How do I change it on one list?
Open the list and click List configuration → General.
Under Candidate settings, find Allow clients to download candidate files.
Select Yes, allow downloading candidate files or No, only allow viewing files in the web browser.
Result: the change saves straight away and you see "Shared list has been updated".
What do clients see?
Yes, allow downloading candidate files:
a download icon on the CV / Resume and on files from File Upload fields
on a phone, a Download button next to Preview
if your company also uses Resume Builder, logged-in clients see Download as PDF on the Candidate profile tab
No, only allow viewing files in the web browser:
no download icon, no Download button and no Download as PDF
clients still open and read the files in the browser
Good to know
Clients only see the CV / Resume once your list access lets them. See List access and CV visibility.
Marketing lists have their own default on the Marketing lists tab of General settings.
Members don't see General settings. Ask an Owner or Admin to change the default.
Troubleshooting
A client can still download files. The default only applies to new lists. Check Allow clients to download candidate files in List configuration → General on that list.
Pro tip: For sensitive lists, select No, only allow viewing files in the web browser and hide details you don't want to share with candidate data control.
We are always here for you if you need us.
Our whole team is around almost 24/7 to support you. Click the chat icon at the bottom right to start chatting with us. Our team is happy to help.