Navigation: Email > View Case > Account Dashboard

1. Click View Case in the email.
    
   • Do not have an account yet: A prompt will display to create a password to generate the Interfolio account to be used to collect and submit materials for the packet.
     • Enter a password
     • Accept Terms of Services
     • Click to activate account
     • Select country and set communication preferences (these settings can be changed at any time)
   • Have an account already: The account dashboard will display.

Navigation: Your Packets > Packet Name > View Instruction

1. Click Your Packets from the navigation bar.
   
   

   If this is not showing up in the navigation bar, it may be because this is the Dossier page. Switch accounts using the account menu at the top right of the page.

    
2. Click the Name of the desired packet.

   Past packets can be viewed in the section below the Active Packets

    
3. If the packet includes a Faculty Activity Reporting (FAR, Faculty180) Vita, that will appear in a special FAR Vita section of the packet as shown below.
   
   

   If a due date has been set, the due date will be seen for each section. Each section of the packet can be submitted once all requirements for the section have been met. Note that individual packet sections can have unique due dates.

    
4. Click View Instructions to read instructions provided by the institution for assembling and submitting packet.
   

1. Select the Packet tab.
2. There will be an Add Section button at the top of the Packet tab, if enabled by a Unit Administrator, where sections can be added to the packet by individual users.
   
3. Select a section to expand it.
4. Click Add adjacent to the desired requirement.
5. Select the existing files (that were already uploaded to Dossier) to include in the packet under the Choose Existing tab.
6. Click the Add New File tab to add new files, including videos and webpages.
   

   When uploading files, make sure to give the materials in the packet a meaningful title because reviewers will see the titles provided as bookmarks to the left of the page when reviewing the documents. By default, the name that will appear to reviewers is the name of the file when it was uploaded, but the title of a file can be edited after adding it to the packet.

    
7. Click the Add button when finished.
   

   Note that it is possible to select an entire folder to be uploaded to a packet. However, after the folder is added to the packet, each of the files within the folder will show up individually.

    
8. Click Edit under the Actions column adjacent the the desired file needed to be edited or replaced.
   • Edit the Title of the file to change the name.
   • Click Replace to choose a new file to replace it. 
     

     Files can be added by a Unit Administrator or Case Manager. If a file is added by a Unit Administrator or Case Manager, it will appear as Suggested by [Administrator's/Manager's Name]. The user will then choose whether to keep or remove the file.

      

     Note that responses submitted to committee files cannot be deleted. 

      

1. Click Fill Out Form within the desired section under the Packet tab.
   
2. Fill out information and click Save Responses when finished.
   • If the form has already been started, click Edit Form to continuing submitting responses.
3. Click Submit at the top of the section, when finished, to submit the form along with the rest of the section.

Navigation: Email > View Files > Account Dashboard

1. Click View Files in the email. Whenever files are shared, the recipient will receive an email message prompting them to log into their account to view the files.
    
2. Log into account.
   Select the tabs below to view more information on different ways to view the shared files.
   

   My Tasks

   Click the Name of the files that have been shared under My Tasks.
   

    

    

   Your Packets

   1. Click Your Packets on the navigation bar.

   

   2. Click the Name of the desired packet to view files within.

   3. Select the Shared Committee Files tab.
   

    

    
3. Files shared  will appear listed. 
4. Click Download to download materials.
5. Click Copy to Dossier to copy to Dossier where it will appear in Dossier materials.

1. Click Preview Packet at the top right of the page. Select the tabs below to view more information on reviewing section(s) of a packet.

   Review multiple sections

   1. Select the Packet tab.

   2. Select the applicable section(s) using the checkboxes.

   3. Click Preview Sections to view the sections in the document reader or click Preview Packet at the top of the page.
   

    

    

   Review one section

   1. Select the Packet tab.

   2. Click the Preview button adjacent to the desired section to view.

    

    

1. Click Submit adjacent to each section when finished filling out the required information.

1. Click the Packet tab. Here there will appear a dedicated section containing the vita and attachments pulled in from FAR.
   • The Details column lists the date the vita was generated.
2. Select the tabs below to view more information on regenerating vitas in locked and unlocked vita sections.
   

   Locked

   A Candidate viewing a packet with a locked Vita section will not see an option to edit the vita and cannot change the Start and End Dates for the Term Range or regenerate the Vita and its corresponding attachments. Vitas are locked by Unit Administrators, Case Managers, or Template Administrators when creating or editing a template or case.

    

    

    

   Unlocked

   Candidates cannot add, change or remove a Vita Template from an RPT Case, but under certain circumstances, a Unit Administrator may be able to change the Start and End Dates for the Term Range, and/or regenerate the Vita.

    

   1. Click Regenerate. This option is only available when the vita is marked as unlocked.

   2. The Regenerate Vita window will display with any errors.

   3. Click Regenerate and confirm choice if no errors are present.

   Regenerating the vita will create a PDF of the vita with any new information added to activities or any information removed from the activities within the specified term range.

    

   Annotations will be removed from any activities that no longer exist.