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Read and Evaluate Case Packet Materials Using the Document Reader

Interfolio Review, Promotion, & Tenure (RPT) users can read and annotate case packet materials online using the built-in document reader. Promotion reviews can involve hundreds of pages of packet materials. Our viewer allows committee members to load these materials into their browser, making it convenient to access all materials in one centralized location with no paper involved (unless of course the institution allows downloading and it is desired to download and print documents). Committee members can also add annotations to materials in a candidate’s file, and export those annotations in a PDF file for offline access. This makes it easy to highlight the most important parts of a packet and track and revisit thoughts when evaluating materials.


Read Case Packet 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. Look through packet

The document reader displays all materials organized by sections. Note that materials can be downloaded here (if enabled), PDF files of materials can be searched through, and annotations can be left on materials.

  • Packet sections are bookmarked in the column to the left. Pages in a document are also bookmarked by the section headers in a document.
    • Click the section names to move back and forth between pages and materials in the reader
  • Annotations appear on their own tab in the reader.
  • 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.


Add/Export Annotations

Notes can be left on materials during the review process. The annotations made will appear on their own tab and can be exported.


Annotations are private and can only be viewed by whoever created the annotation.


Annotations are added from the lower right corner of the reader.
Pencil on top of a square, trash can, eye

  1. Click the View icon (eye) to toggle on or off the display of annotations
  2. Click the Note icon (pencil with square) to add an annotation on the currently displayed document
    • After clicking the Note icon (pencil with square), select the type of annotation desired to create:
      Notes icon selected with Point, Area, and Text shown above
      • Make no selection to add a simple Sticky note to the document.
      • Click Point to adds a note with an arrow pointing to a particular point in the document.
      • Click Area to add a note about a selected area.
      • Click Text to add a note about highlighted text.
    • To edit a note added, simply click into the text field
  3. Click into the text field of the note and then click the Delete icon (trash can) to delete a note.
  4. Click the Export icon (arrow with square) within the Annotations  tab to generate a PDF of annotations that can be downloaded and printed.
    Annotations tab selected with Export button selected