Help CenterHelp for Interfolio Review, Promotion, and Tenure Reviewing CasesMake Notes on Case Packet Materials and Export Your Annotations

Make Notes on Case Packet Materials and Export Your Annotations

Reviewers can add annotations to materials in a candidate’s file and export those annotations in a PDF file for offline access. This makes it easy to highlight the most important parts of a packet and track and revisit thoughts when evaluating materials.  

Annotations are private notes and are only visible to the reviewer who adds them. However, much like paper notes, annotations may be "discoverable" as evicence in certain legal proceedings.

Select "View Cases" on your account dashboard

Select "View Cases" on your ByCommittee Promotion & Tenure dashboard

Click on the name of the case

This displays the list of cases you can review or manage

Click the "Read" button to the right of the Case page

This loads the packet of materials into the viewer

Annotations appear on their own tab in the viewer

You can click the export icon to generate a PDF of your annotations that can be downloaded and printed

Annotations are added from the lower right corner of the viewer

Annotations are added from the lower right corner of the viewer

Click the "view" icon to toggle on or off the display of annotations

Click the "view" icon to toggle on or off the display of annotations

Click the "note" icon to add an annotation on the currently displayed document

Click the "note" icon to add an annotation on the currently displayed document

After clicking the "note" icon, select the type of annotation you want to create

  • Make no selection to add a simple "stickie" note to the document
  • "Point" adds a note with an arrow pointing to a particular point in the document
  • "Area" adds a note about a selected area
  • "Text" adds a note about highlighted
After clicking the "note" icon, select the type of annotation you want to create

Stickie notes:

Click into the document and add your note where you want it to appear.

Stickie notes:

"Point" (arrow) notes:

Select "Point," and add a note with an arrow in the document. You can drag and drop to change the location of the arrow or note.

"Area" notes:

Click "Area," and draw to select an area in the document to annotate.

"Text" notes:

Click "Text" and select text in the document to highlight. Note that you can choose between orange or yellow highlighting.

To edit a note you've added, simply click into the text field

To edit a note you've added, simply click into the text field

To delete a note, click into the text field and then click the trash icon

To delete a note, click into the text field and then click the trash icon