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Set up FAQs and Announcements

Institutions can create a custom FAQ section for faculty and administrators. Interfolio has established some common questions/answers that each institution can add to, delete, or modify. Faculty and administrators can access the FAQs from the Dashboard. Faculty members have the ability to ask questions, which in turn will be added to the FAQ section upon being answered by a Level 1 University Software Administrator. Faculty can submit questions by selecting Announcements and Help from the Navigation Bar.

  • When a question is submitted, all Level 1 University Software Administrators receive an e-mail message with a link to the question. The link also displays in the To Do section on the Level 1 Administrator's Dashboard.
  • When a Level 1 University Software Administrator answers the question, the faculty member who submitted the question receives a notification that the question has been answered, the question and answer are added to the FAQ section, and the links are removed from the Dashboard for the other Level 1 University Administrators. However, the Level 1 University Administrators do not receive notification that the question has been answered.
 

Institutions can request that the names of FAR users who submit questions in the FAQ section be hidden - please submit request to Customer Success Manager (CSM).

 

Add Announcements

1. Navigate to Details under Setup

Navigation: Setup > Details

  1. Click Setup under the Administration section of the navigation menu.
    Administration section with Setup highlighted
  2. Click Details under the School section.
    School section with Details selected
 
 

2. Enter Announcement

  1. Scroll down to the Announcements section at the bottom of the page.
  2. Type desired announcement in the field provided.
  3. Click Save when finished.
 
 

Create/Edit Custom FAQs

1. Navigate to FAQ Configuration under Setup

Navigation: Setup > FAQ Configuration

  1. Click Setup under the Administration section of the navigation menu.
    Administration section with Setup highlighted
  2. Click FAQ Configuration under the configuration section.
    Configuration section with FAQ Configuration selected
 
 

2. Edit FAQ content

  1. Click the Edit icon (pencil) adjacent to the desired question to make changes to the current FAQ content.
    • Make desired changes and click Save when finished.
  1. Click the Delete icon ("X") adjacent to the desired question to delete the current FAQ content.
  2. Click the Add button to add a new FAQ.
    • Fill out information and click Save when finished.
 
 

Access open FAQs through My Tasks

Respond

  1. Click the task Title associated with the FAQ under the My Tasks section.
  2. Select Respond under the Actions column of the Open FAQ Requests adjacent to the desired FAQ responding to
  3. Provide an answer to the question in the Answer box.
  4. Click Save when finished.
 
 

Delete

  1. Click the task Title associated with the FAQ under the My Tasks section.
  2. Click Delete under the Actions column of the Open FAQ Requests adjacent to the desired FAQ responding to.

Note that if Delete is selected, the question will just be deleted from the Open FAQ Requests.