> ## Documentation Index
> Fetch the complete documentation index at: https://support.yena.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Sharing a shortlist through the client portal

> Create a portal workspace for the client, choose exactly which candidates they see, and collect approve/decline feedback.

The client portal replaces the PDF-by-email ritual. Your client gets a branded page where they review the candidates you chose to present, and their feedback lands back in Yena.

<Steps>
  <Step title="Create the portal from the job">
    On any job, open the **Portal** tab and create the portal workspace. One portal link can carry several job projects for the same client while feedback stays project-specific.
  </Step>

  <Step title="Choose who the client sees">
    Your pipeline is internal. In the portal's **Candidates** section, click **+ Add** and pick from your pipeline candidates: only the people you select are presented.

    <Frame caption="Select pipeline candidates to present">
      <img src="https://mintcdn.com/yena/_yA7y7-DV4HpWgMr/images/screenshots/portal-add-candidates.png?fit=max&auto=format&n=_yA7y7-DV4HpWgMr&q=85&s=bd32c446692778e266f9941fd2468c59" alt="Adding pipeline candidates to the client portal" width="1770" height="823" data-path="images/screenshots/portal-add-candidates.png" />
    </Frame>
  </Step>

  <Step title="Set the rules">
    Toggles control the experience: **Anonymize Names** (hide identities, useful pre-contract), **Allow Downloads** (CVs and documents), **Allow Feedback** (comments and ratings). Client branding and details are configurable, and the portal can be taken offline with one switch.
  </Step>

  <Step title="Send the link">
    **Copy Link** and send it. The client sees the shortlist with **Approve / Decline** on every candidate, batch by batch, in their language (the portal has its own language switcher).

    <Frame caption="What your client sees: review, approve, decline">
      <img src="https://mintcdn.com/yena/_yA7y7-DV4HpWgMr/images/screenshots/portal-client-view.png?fit=max&auto=format&n=_yA7y7-DV4HpWgMr&q=85&s=2d4fb7db6ad8673a2b23d9df6ebf42a0" alt="Client portal with a candidate to review" width="1770" height="823" data-path="images/screenshots/portal-client-view.png" />
    </Frame>
  </Step>
</Steps>

<Note>
  The job header also has **Share public links** and **Manage Access** for controlling who reaches the portal. Candidate and view counters on the Portal tab show whether the client has actually looked.
</Note>