Release Notes

Vita Builder: Clients can show/hide columns in tabular view for custom sections:  When faculty members are editing a tabular section and Settings: Table Columns are set to show, they now see the exact columns rendered within the associated vita of the template.  Important Notes: Scholarly Citations Display: We do not recommend using the tabular disp

Release Notes

(Added) Update Appointment Data via Data Loader: We have added a new workflow for appointment management through the data loader, enabling users to either create new appointment records or update existing records. LM Admins can now update a faculty’s appointment information via the data loader. If users try to update appointment information using an

Release Notes

(Added) Vita Builder: Export to Word:  The Export to Word feature is now available in our latest release, enabling seamless data export to Word documents.  Users can now export the vitas they create to Microsoft Word. A faculty member generating a vita, can export that vita to Word so they can take advantage of the more flexible Save options and sty

Release Notes

Lifecycle Management: (Fixed) Formatting issue with option to Send Welcome Message Fixed issue with the Send Welcome Message page, with spacing after an email address causing an error to occur. When an LM Administrator was sending a welcome message from Administration > Users > Select a User > Send Welcome Message, and entered a valid email

Release Notes

(Fixed) RPT: Existing Ad Hoc Committee members are not being added to step after replacing committee Resolved an issue causing committee members not to transfer over when a committee is replaced by an ad hoc committee. A Unit Administrator reported that she replaced a committee with an ad hoc committee but the members did not transfer over. The inst

Release Notes

Users can now make activity classifications when accepting recommendations in IDS We've improved the experience of reviewing and accepting recommendations in IDS to allow Faculty Administrators to accept a more complete set of data, including activity classification information.   Activity classifications are questions asked by an institution on an

Release Notes

Fixed: Unit search bar now works correctly for title assignment area:  The unit finder/picker in the title assignment section of Users & Groups is now working as intended. If the name of a Unit is typed, the message of "No Institutions Found" no longer appears. Users editing title and role assignments in Users & Groups, can search for and se

Release Notes

Scopus for all IDS clients Recently, we added Scopus as a data source for all IDS clients. With this upgrade, wherever we're using IDs (e.g., Scopus Author ID or ORCiD) to search for faculty publications, we are now able to extend the searches to recommend publications from current and previous institutions where the faculty member has a single Scop

Release Notes

Fixed: Issue preventing some Canadian users from entering Province information when completing profile:  “Province” can now be selected and saved by Dossier users in Canada when completing their profile in account settings and billing information. We also fixed an issue with the system erroneously requiring Canadian users to enter a ‘State’ when add

Release Notes

Fixed: Timeout when downloading large data sets:  The system will no longer time out when clients request the download of large data sets. Instead, the system will attempt to process the data. If the dataset is larger than our threshold, the CSV will download and will contain a message that says “Please adjust your filters to reduce the number of re

Release Notes

Fixed: Removed EEO Statement Section for Institutions/Units Without a Statement:  Fixed an issue with the application landing page displaying an EEO statement section even when there was no statement provided, and showing the message: "There is no Equal Employment Opportunity Statement available for [Unit]." We removed the EEO statement section enti

Release Notes

Fixed: “undefined method…" error when attempting to add a Question to an existing Committee Form: When adding a question, users were receiving a Question added confirmation in the bottom right hand corner, but the question was not added and the error message “undefined method `each' for "Other":String” appeared. Now, a Unit or Institutional Administ

Release Notes

Added chronological sorting in Vita Builder:  Activities that are output on vitas generated from VB are sorted by primary and secondary reverse chronological sorting, and we have added the ability to switch to a chronological view. Faculty members and admins generating a vita template can switch the display order to sort chronologically or reverse c

Release Notes

(Fixed) User titles not showing in user downloaded list:  Fixed issue when downloading user list; not all titles would appear for every user who has a title in the downloaded user list from Faculty Search. Now the titles appear as expected on the UI user list when a user has a title. (Fixed) Bullets and numbering on Faculty Search positions:  Fixed

Release Notes

(Fixed) Dossier Canada: Province field not populating: Fixed issue with province field not populating when Canada is selected in step 2 of the user creation flow. Canadian users were unable to enter their province when creating their Dossier profile, as the province field remained empty after selecting Canada. Canadian users can now type in their pr

Release Notes

Update: Updated Email of Confidential Letter Request to Letter Writers:  Updated the automated emails from Faculty Search and Dossier sent to letter writers when a confidential letter request is made.  Added the following text to the email template: “The request being made is confidential which means the candidate will not be able to see the content

Release Notes

Update: Updated Email of Confidential Letter Request to Letter Writers:  Updated the automated emails from Faculty Search and Dossier sent to letter writers when a confidential letter request is made.  Added the following text to the email template: “The request being made is confidential which means the candidate will not be able to see the content

Release Notes

Changed mailing address in Dossier: The Interfolio DC office has moved. Please note our new address. New Address: 1150 18th Street NWSuite 250Washington DC 20036  

Release Notes

Vita Builder propagation: When a linked template is created, it is expected to inherit changes from all templates above it in the hierarchy. Some changes are not expected to be inherited. For more information see this article on cloning and creating templates in Vita Builder.  

Release Notes

Added: IDS listings now display the source where IDS originally found a publication recommendation:  We have added a “Source” column to IDS listings.  Scholars or Administrators viewing the list of recommendations from the ‘Need review’ tab of IDS will see the Original source of the recommendation displayed. A new field called “Source” has been adde

Release Notes

Enable case initiation from Lifecycle Management Faculty List:  Review, Promotion & Tenure Institutional Administrators and Unit Administrators, along with Insitutional Admins and Unit Managers in Lifecycle Management can select candidates from the LM Faculty List and initiate cases for the selected faculty to create cases for faculty members wh

Release Notes

  Added display of Upcoming/Current appointments and appointment statuses on Faculty Profile:  Faculty Profiles now show upcoming and current appointments while also showing their status. In the Appointment Information table, we added a new column titled "Status," which will display whether an appointment is "Current" or "Upcoming." This new column

Release Notes

New Equal Employment Opportunity (EEO) statement behavior for positions We’ve introduced new functionality that automatically updates any open, cloned, or newly created positions with the most recent version of the EEO statement for their respective units. This enhancement reduces the manual work of recreating positions to ensure they have the most

Release Notes

New LM Analytics: Visual Display to Provide Comprehensive View of Faculty Roster Analytics We've introduced a new Lifecycle Management (LM) Analytics feature, providing Institutional Administrators with graphic displays for a comprehensive view of faculty roster data. This allows administrators to see where data needs to be updated or corrected acro

Release Notes

We've added more flexibility in appointment creation by allowing data load of upcoming appointments:  Data Load now presents three different statuses; past, current, and upcoming, that are set based on appointment date. Additionally, users can set the appointment dates according to their needs without any restriction on overlapping dates. This new l

Release Notes

Autogenerate Vitas From Institutional Vita Templates:  When creating or editing an institutional vita template, Institutional Administrators in Faculty Activity Reporting can indicate that a published vita should be shared with faculty in a given unit. Shared vitas will automatically appear as a link on the list of institutional vitas to which the f

Release Notes

This release includes bug fixes and enhancements, featuring improved search functionality in the Lifecycle Management Faculty List, restored referral reporting in Faculty Search, and a new sortable column in the Vitas page of FAR. These updates aim to enhance user experience and streamline operations.   Lifecycle Management Fixed: Resolved an issue

Release Notes

This release introduces bug fixes for Faculty Search (FS) related to deleted positions and position status creation. New features include an endpoint to enhance loading times on the position list page in FS and print preview functionality for Vita Builder templates in Faculty Activity Reporting (FAR). Additionally, a DMARC policy update will improve

Release Notes

This release introduces enhancements to Lifecycle Management (LM) and Faculty Activity Reporting (FAR), improving the performance and reliability of bulk actions and CSV exports for the faculty list, resulting in faster workflows and reduced timeouts. Additionally, bug fixes in FAR ensure accurate faculty names display in both Standard Vitas reports

Release Notes

This release includes improvements and fixes across Lifecycle Management (LM), Faculty Search (FS), Dossier, and Faculty Activity Reporting (FAR). Bulk actions in LM have been optimized for better speed and reliability, while faculty profile data synchronization has been refined to give administrators greater control over faculty information. In FS,

Release Notes

This release includes improvements and fixes across Interfolio’s product suite. Lifecycle Management now offers more accurate faculty distribution insights by excluding deleted and deactivated records. Faculty Search enhancements resolve API timeout issues, ensuring reliable operations in the staging environment. Faculty Activity Reporting fixes add

Release Notes

This release includes enhancements to the Dossier system, adding application and position status information from Faculty Search to the deliveries page. It also resolved the previous issue in Faculty Activity Reporting (FAR) that prevented emails from being sent.   Dossier Improved: For added transparency, application status from Faculty Search is n

Announcements

Returning Client Community members, log in here!   The Interfolio Client Community Portal  The Interfolio Client Community is a space for our system and institutional administrators to: View and manage cases submitted by your institution. Access details about known issues. Explore and upvote/downvote client-submitted product ideas. Stay informed abo

Announcements

We are excited to announce that Interfolio has migrated our support system to Elsevier’s platform. This transition took effect on January 21, 2025.   Changes to our Support Lines Our support team has a new phone number and email for all institutional support. Please use these lines to reach out to us for support or to open a ticket. Support for pers

Announcements

We are excited to announce that we are implementing Cloudflare WAF to continue improving the security of our systems. Cloudflare WAF protects against the OWASP Top 10 threats, including SQL injection, cross-site scripting, credential stuffing attacks, and malware in uploaded files. This change will happen on January 21, 2025, and will not require do