Welcome to the New Interfolio Client Community!
The New Interfolio Client Community Portal
As part of our alignment with Elsevier, we are excited to introduce you to the new and improved Interfolio Client Community!
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 about our product roadmap.
Access the New Client Community
The Interfolio client community is reserved for our System and Institional Administrators. If you do not have access and believe you should, contact your account manager.
How to Log In:
- Go to psp.elsevier.com and click Sign In.
- On the next page, input your email address and select Continue.
- Enter your name and create a password.
- Select Continue
- You are now logged into the Client Community.
- If the landing page you see says “Elsevier Product Support Portal,” click the button Select Product, then select Interfolio.
How to Use the Client Community Features:
The Product Ideas Page
Our new portal allows clients to not only see all documented feature ideas submitted by other clients, but also vote on them for prioritization.
View and Vote on Product Ideas
- Select the Ideas tile from the Client Community homepage
- Select Upvote Ideas
- Select an idea to view more information and vote on the idea.
- On the specific idea page, you'll see a description of the idea, the status, and updates.
- Select Follow to receive updates regarding this idea.
- Select upvote if you agree with the submitted idea.
- Select downvote if you disagree with developing this idea.
- Select Follow to receive updates regarding this idea.
The Known Issues List
Follow known issues and report if any are affecting your Interfolio instance. Either action will send you notifications whenever there’s an update on the issue, keeping you in the loop every step of the way.
View, Follow, and Report Known Issues
- Select the Known Issues tile from the Client Community homepage
- On the next page you will see a list of the most recently created and highest reported known issues. Select an issue from one of those lists, or select View All Issues to see the full list.
- Once you are on the page for a specific issue, you will be able to view:
- a summary
- steps to reproduct
- a workaround
- updates
- To receive notifications about updates posted on this issue, select Follow.
- To report that issue is impacting your Interfolio instance, select Report.
Submit a Ticket
To submit a case within our Client Community:
- Select the blue Submit a Case button
- Indicate the type of case you are submitting. Most cases will fall under the default type, Support/Question.
- Provide a description, severity level, and any file attachments.
- Select Interfolio for the product, then select the Interfolio product area and component.
- You may use the Product URL field to indicate the specific page you need support with.
Manage Tickets at Your Institution
You will still be able find and manage all open and closed tickets created at your institution through the client community portal.
Please note that historical, closed tickets will be migrated in batches after our January go-live date.
The view and manage cases:
- Select My Cases on the homepage
- Select the list of cases to view (Open, Closed, etc.)
- Use the sorting options to organize the list of cases.
- Select a case number or subject line to view details about the case
- On the case page, you can view or add updates, attachments, follow, and close the case.