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Home Review, Promotion & Tenure Reviewing Cases
Download Case Materials

  • Review, Promotion & Tenure Administration

    • RPT Welcome Kit
    • Overview of RPT Integration Capabilities
    • About Communication in RPT
    • Overview of Case Materials
    • Overview of Review Workflow
    • Overview of Templates and Cases
    • Overview of Forms
    • Overview of Reporting
    • Manage Case Settings for an Institution
    • Create a List of Case Statuses for an Institution
    • Set Up Committee Voting at Institution
    • Set Up an Institution to Use Academic Levels
    • About Dates/Deadlines
    • Overview of Candidate Packet Deadlines
    • Customize or Reset Branding for all Interfolio Products
    • Text Character Limits in RPT

  • Managing Units

    • Add a New Administrative Unit
    • Edit or Delete an Existing Administrative Unit
    • Best Practice for Deleting Users, Units, Forms and Committees
    • Overview of Bulk Permissions Management with Academic Levels & New Roles

  • Managing Users

    • Overview of User Roles in Interfolio RPT
    • Add New Users to RPT
    • Assign Users to Units and Assign User Roles
    • Resend the Invitation Email
    • Delete or Update a User's Account
    • Download the list of RPT Users
    • Add and Manage Users with SSO in RPT
    • About Case Manager and Template Administrator User Roles
    • Add Faculty Search and RPT Users in Bulk

  • Creating and Managing Forms

    • Create a New Candidate Form
    • Edit an Existing Candidate or Case Data Form
    • Add a Required Form to the Packet Requirements for a Case
    • Create a New Case Data Form
    • Attach a Case Data Form to a Template
    • Answer a Case Data Form When Creating a Case
    • About Committee Forms
    • Committee Forms Use Cases
    • Create and Edit Committee Forms
    • Add a Committee Form Requirement to a Template or Case
    • View Committee Form Responses
    • Manage Respondents of a Committee Form
    • Overview of Committee Forms Reports and Logs

  • Creating and Managing Templates

    • Create or Edit a Template to Use as a Starting Point for Cases
    • Duplicate a Template in RPT
    • Recuse an Administrator in a Template
    • Set Up Guidelines to Help Your Users Prepare for Upcoming Reviews

  • Creating Cases

    • Create a Case Based on a Template
    • Create a Case From Scratch
    • Create a Case When the Candidate Does Not Have an Institutional Email Address
    • Create Appointments in RPT
    • Create Cases in Bulk for Multiple Candidates at Once
    • Create a Custom Status for a Particular Case
    • Add and Manage Case Materials
    • Set Download Privileges and Access to Case Materials
    • Add Internal Case Sections
    • FAQ: Candidate Involvement in Cases

  • Managing Cases

    • Edit Case Review Steps
    • Edit Committee Details
    • Remove the External Evaluations Section
    • Add an Individual Reviewer as a Step in the Workflow of a Case
    • Recuse an Administrator or Case Manager From a Case Review Step
    • Delete/Remove a Committee from a Case Review Step
    • Add or Remove Case Statuses
    • Move a Case Forward or Backward
    • Move Case Materials From One Packet Section to Another
    • Close (and Reopen) or Delete a Case
    • Notify a Candidate of Their Review
    • Request/Add an External Evaluation for a Case
    • Lock/Unlock Sections for Candidate Editing of Packet Materials
    • Manage Case Access/Bulk Recusal
    • Best Support Candidates and Troubleshoot Issues During their Review (Administrator)

  • Reviewing Cases

    • View and Manage Case List
    • View (and Respond) to Files Shared with Your Committee
    • Download Case Materials
    • Make Notes on Case Packet Materials and Export Annotations
    • View Case Materials
    • View the Results of Committee's Vote
    • Complete and Submit Committee Forms
    • Committee Member's Guide to Interfolio RPT

  • Communicating with Candidates and Committee Members

    • Overview of a Committee Manager's Guide to Interfolio RPT
    • Email Candidate, Share Case Materials with a Candidate, and Allow Candidate Response/Rebuttal
    • Email Committee Members, Share Case Materials and Request/Allow a Response
    • Notify a Candidate of Their Review
    • Leave Comments on a Case
    • Turn Comments On or Off for a Case Review Step

  • Creating and Managing Committees

    • Edit Committee Details
    • Create a New Standing Committee
    • Manage a Standing Committee
    • Add Required Documents for a Committee to Complete in an Active Case
    • Recuse a Member of a Standing Committee From a Case Review Step
    • Record the Results of a Committee Vote
    • Upload Documents to Satisfy the Committee Document Requirements
    • Edit the Membership of an Ad-hoc Committee
    • Replace Committees or Reviewers on a Case Review Step

  • External Evaluations

    • Request/Add an External Evaluation for a Case
    • Bundle Candidate Documents to Send to External Evaluators
    • Manage External Evaluations
    • Provide a Requested Evaluation (For External Evaluators)
    • About External Evaluations
    • Add a Vita to an External Evaluation Request

  • Reporting and Logs

    • Overview of Committee Forms Reports and Logs
    • View the Activity Log of a Case
    • Generate and Download Reports

  • Faculty: Submitting their Case

    • A Candidate's Guide to Populating and Submitting a Packet Using Interfolio RPT
    • Use Guidelines in Dossier to Prepare for Future Reviews
    • Best Practices for Naming Packet Materials
    • Re-use Materials in Current or Upcoming Reviews
    • Use Bookmarks for Packet Organization
    • View and Respond to Files Shared by a Committee (Rebuttal)
    • Add Links to Webpages, and YouTube and Vimeo Videos to Your Packet
    • Share Access to a Protected YouTube or Vimeo Video
    • Use Collections from Dossier to Satisfy Packet Requirements
    • View, Edit, and Submit a Faculty Activity Reporting Vita as Part of Your Packet
    • How Do I Submit My Packet for Review?

  • Faculty Activity Reporting and Review, Promotion & Tenure

    • Demo: Use FAR Vitas and Attachments in RPT Cases
    • Add a Built-in FAR Vita Section to a Case or Template
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Download Case Materials

If enabled, users in Interfolio Review, Promotion & Tenure (RPT) can download case materials to which they have access to. If downloads are enabled for the entire packet, all materials (other than videos or web links) can be downloaded in a Zip or PDF file. Materials can also be downloaded one at a time or all together from the document reader. This article explains both processes. For security reasons, downloads are not direct. Users can access downloaded case material at any time from their Tasks.

 

The download ability can be restricted at an institutional level and disabled for all users.

 

Download Case Materials

1. Navigate to Read Case under Cases

Navigation: Cases > Name > Read Case

  1. Click Cases under Review, Promotion & Tenure (RPT) on the navigation menu.
    Review, Promotion & Tenure section with Cases highlighted
  2. Click the Name of the desired case to edit.
  3. Click Read Case under the Case Materials tab.
    Case Materials section with Read Case selected
 
 

2. Start Downloading Materials

  1. Click Download Packet or Download Document from the Download dropdown at the top of the page to download case materials.
    Download dropdown with Download Packet and Download Document available
    • If the option to download the entire packet is selected, a window listing all the documents from the packet will display. Users can select which documents from the packet should be downloaded or check the Select All box to select all documents.

      If the institution administering the case has elected not to allow downloading, the Download option will not be available. Some individual documents may also have downloading restricted.

       

      Only PDF and image files can be downloaded. If multimedia files are selected for download, a notice will display and these files will not be included in the download.

       
 
 

3. Access Downloaded Materials

  1. Click Your Files Are Ready to Download under My Tasks on the Homepage.
    Your Files are Ready to Download
    • Click on the View All button at the bottom of the task list if this task does not appear on the Home screen.
  2. Click Download.
 
 

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