Candidate's Guide to Interfolio Review, Promotion, and Tenure
We have created a secure, user friendly interface that allows candidates to quickly and easily assemble a packet of materials for their review and submit these materials online.
This article explains what to expect as the candidate of a review conducted using Interfolio's ByCommittee service. You can generate a PDF and print this article from the sidebar to the left of this page.
If your institution uses ByCommittee Promotion & Tenure to conduct its review process online, you will be asked to submit a packet of review materials via Interfolio’s ByCommittee service.
Before you begin, an administrator will create a case for you that includes instructions for submitting your packet with all the required documents and forms.
You will be notified that your case is ready via email
Select “View Case” in the email
When you select “View Case” in this email you will be prompted to create a password that generates the Interfolio account you will use to collect and submit materials for your packet.
If you already have an Interfolio account, the "View Case" button will take you to your account dashboard.
Activate your account
You may beed to enter password to activate your Interfolio account.
Enter a password and accept our Terms of Service and click to activate your account
View your packet instructions and requirements:
Sign in to your Interfolio account, and click the link to "View" your packet
You will see an "Overview" page listing the required materials and forms you will need to add to your packet.
Click "Instructions" in the upper right corner of the page to view any instructions provided by your institution for assembling your packet
Your packet will likely be divided into sections, each with a list of materials you will need to upload in order to complete each section.
If a due date has been set, you will also see the due date for each section. Each section of the packet can be submitted once all requirements for the section have been met.
Note that individual packet sections can have unique due dates.
Add files to satisfy packet requirements:
Click "Work on Packet"
This will open a page where you can upload files to satisfy packet requiremements.
Click "Add File" to upload materials to your packet
Drag and drop, or browse to upload document or image files
Make sure you give the files in your packet a meaningful title because reviewers will see the titles you provide as bookmarks to the left of the page when reviewing your documents. By default, the name that will appear to reviewers is the name of the file as you upload it, but you can also edit the title of a file after adding it to your packet.
You can upload multiple files at one time.
Upload your files and click "Add"
Note that when you link to a video or webpage, you will be asked to add a title. The title you provide here will be the title the committee sees in your packet when reviewing the material, so make sure you give your file a useful title before linking to it.
Click the "Video" tab to add a link to a YouTube or Vimeo URL to your packet
If you want to make sure that only committee members can see your video, you will need to set up the correct privacy settings on YouTube or Vimeo. See here for instructions on how to share access to a protected YouTube or Vimeo video.
Select the "Webpage" tab to include a link to a webpage in your packet
Make sure to add a title and description to provide context for your link.
Look for the green check mark when you have satisfied a requirement
When a requirement is satisfied it appears with a green check mark. Likewise, completed sections are marked "Complete."
If you need to edit or replace a document, click the edit pencil or trash can
You can edit the title of the file, or click "Replace" to choose a new file to replace it.
Click "Review and Submit" when you are ready to submit completed sections
Select which sections of your packet you want to submit
Only sections with completed requirements will appear in the list.
The preview shows exactly how the packet you are submitting will appear to your committee. A sample preview is shown below.
Click "Submit Packet" when you are ready
Your packet will be sent to the appropriate committee for review.
If a section is labled as a "Locked Section," this means your institution has opted to restrict editing after submission. Please contact an administrator at your institution if you have questions about a locked section.