Help CenterHelp for Interfolio Review, Promotion, and Tenure Creating and Managing TemplatesDossier Enterprise Clients: Set Up Guidelines to Help Your Users Prepare for Upcoming Reviews

Dossier Enterprise Clients: Set Up Guidelines to Help Your Users Prepare for Upcoming Reviews

Administrators of Dossier Enterprise accounts can establish "Guidelines" to help Dossier users at their institution prepare for upcoming reviews. Guidelines are created automatically when you create a template.

When you add candidate instructions, packet requirements, and form requirements to a template, you have the option to make these requirements visible to Dossier users.

Dossier users can then view the Guidelines when they log in to their Dossier account, and follow the Guidelines to start assembling materials and preparing for particular reviews.

Guidelines are created automatically when creating a template

After creating a template, you will see a "Template Review & Edit" screen with the option to preview or enable Guidelines in Dossier.

Click "Preview" to see how the Guidelines will appear to Dossier users at your institution

Click "Enable Dossier Visibility" to allow users at your institution to view the Guidelines in Dossier