Interfolio Review, Promotion & Tenure Integration Capabilities

This chart is meant to be a quick cheat sheet for understanding the different ways data can be pushed into or pulled out of our system.

Data Content Available Medium(s) Agent(s) of Use Process/ Automated
Unit Hierarchy
  • Product User Interface
  • API

  • Client
  • Customer Success Manager

  • Create one by one in UI
    • Done by user, not automated
  • Create one by one in API
    • Can be automated

Users
  • Product User Interface
  • API
  • Bulk Upload UI (Super)
  • SFTP

  • Client
  • Customer Success Manager


  • Create one by one in UI
    • Done by user, not automated
  • Create one by one or in bulk in API
    • Can be automated
  • Bulk upload CSV via Super UI
    • Can only be done by a Super
  • Bulk CRUD via SFTP and Pipedrop
    • Automated


    • Can be automated

Committees
  • Product User Interface
  • API
  • Client
  • Customer Success Manager
  • Create one by one in UI
    • Done by user, not automated
  • CRUD one by one in API
    • Can be automated

Candidate Forms
  • Product User Interface
  • API

  • Client

  • Create one by one in UI
    • Done by user, not automated
  • CRUD one by one in API
    • Can be automated
  • Review / report in UI
    • Done by user
  • Report in API
    • Can be automated

Committee Forms
  • Product User Interface
  • API

  • Client

  • Create one by one in UI
    • Done by user, not automated
  • CRUD one by one in API
    • Can be automated
  • Review / report in UI
    • Done by user
  • Report in API
    • Can be automated

Packet Templates
  • Product User Interface
  • API

  • Client

  • Create one by one in UI
    • Done by user, not automated
  • CRUD one by one in API
    • Can be automated

Packets
  • Product User Interface
  • API

  • Client

  • Create one by one in UI
    • Done by user, not automated
  • CRUD one by one in API
    • Can be automated
  • Create in bulk in UI
    • Done by user, not automated
  • Create in bulk in API
    • Can be automated
  • Review / report in UI
    • Done by user
  • Report in API
    • Can be automated

Documents (Packet Attachments)
  • Product User Interface
  • API
  • Client
  • Create one by one in UI
    • Done by user, not automated
  • Create in bulk in UI
    • Done by user, not automated
  • Create one by one in API
    • Can be automated

Workflow Steps
  • Product User Interface
  • API
  • Client
  • CRUD one by one in UI
    • Done by user, not automated
  • CRUD one by one in API
    • Can be automated

Workflow Movement
  • Product User Interface
  • API
  • Client
  • Single operation in UI
    • Done by user, not automated
  • Single operation in API
    • Can be automated