About Committee-facing Documents

You may also be interested in this related Article on committee document requirements.

Administrators and Committee Managers can add sections and documents to a case packet that are not visible to the candidate. For instance, "Committee Documents" appear as one of the default document sections when a case is set up.  Here, Admins, and Committee Managers can upload documents for internal and/or committee use such as committee notes, meeting notes, final recommendations, or other documents being produced at the institution or received from outside sources.

Access to any document uploaded to a case can be granted to Administrators and the entire committee, or restricted to Admins and Committee Managers, or Administrators only.

When working with committee-facing documents, remember that changes made to the case are saved and passed forward to the next committee, which has the same abilities to create and edit packet sections and documents. If a case gets sent back a step, it will retain any changes that have been made to the packet.


Remember also that anything uploaded by a committee is not seen by a candidate, and evaluators are not able to add, reorder, or edit sections and documents.

Committee document requirements: Finally, Administrators can require a specific committee at a specific workflow step to upload one or more documents before the case can be moved forward. In this case, an Administrator or Committee Manager would have to upload the required document before sending the case to the next step.

See here for more information on committee document requirements.

This article explains how Administrators and Committee Managers can create and manage packet sections and documents added to a candidate's packet as part of a review.

Committee documents are added and managed from the case page. This includes Committee Documents, the candidate's packet of required documents and forms, any added packet sections, and external evaluations.

Committee documents are added and managed from the Case page

To add a section to the packet, click the three dots in the "Documents" bar and select "Add Section"

To add a section to the packet, click the three dots in the "Documents" bar and select "Add Section"

Enter a name and description for the section and click "Save"

Enter a name and description for the section and click "Save"

To access and edit the name and description of a section or to delete it altogether, click the blue edit pencil in the section title bar:

To add a file to a section, click "Add File"

You can upload the following files: .pdf, .doc, .docx, .xls, .xlsx, .txt, .ppt, .pptx, .html. You can also link to videos and webpages.

To add a document to a section, click "Add File"
Enter a name for the document and a description of the kind or category, select your file, and click "Save"  

Enter a description for the file and click "Save"

The document will appear in the list and will become available once it has been processed by the system

The document will appear in the list and will become available once it has been processed by the system

Changes made to the packet from the Case page are saved and passed forward to the next committee, which also has the power to make changes.

If a case gets sent back a step, it will retain any changes that have been mad