Re-use Materials From Previous Packets in Current or Upcoming Reviews

Depending on your organization's subscription to Interfolio, some review candidates can import and re-use materials from past Interfolio Review, Promotion & Tenure packets when assembling a packet for a current or upcoming review.

So, if you are up for an important review (like tenure, or promotion to full professor), you can easily add materials you've previously submitted for routine reviews such as annual reviews etc. This can save you hours of tedious redundant work, and also cut down on potential errors when assembling your packet.  

For now this feature is only available to users who are provided a subscription to Interfolio by their institution through a Dossier Institution account, but the feature will be soon be added as a standard function of Dossier, and Interfolio's Review, Promotion & Tenure.

This article explains how to use the new feature.

This feature is currently limited to users who are provided a subscription to Interfolio by their institution through a Dossier Institution account.

Click "View" on your account dashboard to view a packet

The "My Packets" section of your account dashboard displays your active packets.

-or- Select "View all packets" at the bottom of the list to access the packets page

From the packets page you can click "View" to access any of your active or completed reviews

You will see a list of all packets with an indication of packet type, status, due date, or completion date.

At the next screen, select "Work on Packet" to begin adding files

Click "Add File"next to the requirement for which you want to re-use previous packet materials

Click "Packets" on the "Choose Existing" tab

Select a packet from the list to view and add files from that review

If you have previously created a packet for a review, you will have the option to add materials from previous reviews to the new packet.

You will see a list of packets with packet type and date of completion displayed. Click the packet title to view and add files.

Select the files you want to add

All the materials you uploaded for the review will appear listed, as shown below.

Check "All documents in this review in a single PDF" to add all files, or select the files you want to add to the new packet

If necessary, you can click "Select a different review" to reopen the list of packets for previous reviews