Help Center
Interfolio Help Center
Topics
-
Help for Review, Promotion, and Tenure Candidates
11
- Free Training Webinar: Interfolio Review, Promotion & Tenure: Preparing Your Candidate Packet
- A Candidate's Guide to Interfolio Review, Promotion, and Tenure
- Best Practices for Naming Packet Materials
- Add Links to Webpages, and YouTube and Vimeo Videos to Your Packet
- Share Access to a Protected YouTube or Vimeo Video
- View and Respond to Files Shared with You by a Committee (Rebuttal)
- Using Guidelines In Dossier to Prepare for Future Reviews
- Re-use Materials From Previous Packets in Current or Upcoming Reviews
- For Candidates: Viewing, Editing, and Submitting a Faculty180 Vita as Part of Your Review, Promotion & Tenure Packet
- Using Bookmarks for Packet Organization
- Using Collections From Your Dossier To Satisfy Packet Requirements
-
Managing Units, Users, and Administration Settings
17
- Add a New Administrative Unit
- Edit or Delete an Existing Administrative Unit
- Add New Users to Review, Promotion & Tenure
- User Roles in Interfolio Review, Promotion & Tenure (Summer 2021 Update)
- Case Manager and Template Administrator User Roles in RPT
- Assign Users to Units & Set User Roles to Administrator, Case Manager, or Template Administrator
- Delete or Update a User's Account
- Download the list of RPT Users
- Adding and Managing Users with SSO in RPT
- Resend the Invitation Email to Interfolio's Review, Promotion & Tenure
- Create a List of Case Statuses for Your Institution
- Set Up Committee Voting at Your Institution
- Enable or Disable Comments and/or Downloads for an Institution
- Customize Interfolio to Match the Branding of Your Institution
- Interfolio Review, Promotion & Tenure Integration Capabilities
- Add Users in Bulk
- Best Practices for Deleting Users, Units, Forms & Committees in Review, Promotion & Tenure
- Help for Institutions Using Academic Levels for Bulk Permission Management 1
-
Creating and Managing Templates
5
- Create a Template To Use as a Starting Point for New Cases
- Recuse an Administrator in a Template
- Free Training Webinar: Interfolio Review, Promotion, and Tenure - Templates
- How to Duplicate a Template in Review, Promotion and Tenure
- Editing (Adding and Deleting) Case Review Steps for a Case or Template
-
Creating and Managing Committees
10
- Free Training Webinar: Review, Promotion & Tenure: Managing Committees
- Create a New Standing Committee
- Manage a Standing Committee
- Edit Committee Details: Name, Membership, Instructions, Document Requirements, and Form Requirements
- Upload Documents to Satisfy the Committee Document Requirements for a Case Review Step
- Recuse (Temporarily Remove) a Member of a Standing Committee From a Case Review Step
- Record the Results of a Committee Vote
- Edit Case Review Steps
- Edit the Membership of an Ad-hoc Committee
- Adding Required Documents for a Committee to Complete When Reviewing a Case
-
Creating and Managing Cases
25
- Free Training Webinar: Interfolio Review, Promotion & Tenure: Case Management Pt. 1
- Free Training Webinar: Interfolio Review, Promotion & Tenure: Case Management Pt. 2
- Case Types: Use Interfolio for Promotions, Reviews, Appointments, Tenure Cases, and More
- About Candidate Selection in Case Creation
- Creating Appointments in Review, Promotion, and Tenure
- Create a Case From Scratch
- Create a Case Based on a Template
- Recuse an Administrator From a Case Review Step
- Move a Case Forward or Backward
- Add or Remove Case Statuses
- Close (and reopen) or delete a Case
- Create a Custom Status for a Particular Case
- Delete/Remove a Committee from a Case Review Step
- Add Committees or Individuals to a Case Review Step
- Create Cases in Bulk for Multiple Candidates at Once
- Add an Individual Reviewer as a Step in the Workflow of a Case
- Internal Case Sections: Add Case Sections That Only Committee Members and Other Reviewers Can See
- Remove the External Evaluations Section From a Template or Case
- Free Training Webinar: Closing a Case
- Dates/Deadlines Overview
- FAQ: Candidate Involvement in Cases
- Create a Case When the Candidate Does Not Have an Institutional Email Address
- View and Manage Your Case List
- Move Case Materials From One Packet Section to Another
- Add a Committee-Facing Packet Section (From the Case Page)
- Working with Case Data and Candidate Forms 6
-
Committee Forms
9
- About Committee Forms
- Committee Forms Use Cases
- Committee Forms FAQ
- Create and Edit Committee Forms
- Add a Committee Form Requirement to a Template or Case
- Manage Respondents of a Committee Form
- For Committee Members: Completing & Submitting Committee Forms
- View Committee Form Responses
- Committee Forms Reports & Logs
- RPT Reports & Logs 2
-
Reviewing Cases
8
- View and Manage Your Case List
- View Case Materials
- Download Case Materials
- Read and Evaluate Case Packet Materials Using the Document Reader
- View (and Respond) to Files Shared with Your Committee
- View the Results of Your Committee's Vote
- Make Notes on Case Packet Materials and Export Your Annotations
- Guide to Reviewing Case Materials
- Communicating with Candidates and Committee Members 5
- Managing Documents 4
-
Requesting External Evaluations
5
- Request an External Evaluation through an RPT Case/Add an External Evaluation to the Case of a Candidate
- Allow Evaluators to Add Additional Files to External Evaluations
- Manage External Evaluations
- How to Bundle Candidate Documents to Send to External Evaluators
- For External Evaluators: Guide to Providing Requested Evaluations in Interfolio Review, Promotion, and Tenure
-
Faculty Activity Reporting And RPT
6
- About: Automatically Pull Interfolio Faculty180 CVs (with attachments) into Interfolio Review, Promotion & Tenure Cases
- Feature Demo: Use Faculty180 Vitas and Attachments in Review, Promotion & Tenure Cases
- Add a Built-in Faculty180 Vita Section to a Review, Promotion & Tenure Template or Case
- For Candidates: Viewing, Editing, and Submitting a Faculty180 Vita as Part of Your Review, Promotion & Tenure Packet
- Candidate FAQ: Using Vita Attachments with Review, Promotion, & Tenure
- FACULTY180 Homepage
- Other Details 2
Other Resources
Help for Interfolio Dossier
- Help for Your Dossier
- Help for Letter Writers
- Help for Medical and Dental School Applicants
Help for Interfolio Faculty Search, Review, Promotion & Tenure, and Lifecycle Management
- Help for Interfolio Faculty Search
- Help for Interfolio Review, Promotion & Tenure
- Help for Interfolio Lifecycle Management
Help for Interfolio Faculty180
- Help for Faculty Users in Faculty180
- Help for Administrator Users in Faculty180
Additional Resources
- Help for Interfolio Accounts
- User Guides
- Faculty Search Institution Guide
- Announcements, Release Notes and Known Issues
- Interfolio Client Community
- Videos and Webinars for All Products
