View and Manage Your Case List

You will find the list of cases you are evaluating, managing or administering on the Case List page. Administrators can filter this list to show active, archived, or all cases.

Sign in to Interfolio Review, Promotion & Tenure

You can sign in from the top right corner of our website at https://www.interfolio.com/

Note that you can sign in using your Google account, or sign in through one of our partner institutions.

See here for more information on signing in to Interfolio.

Navigate to your institutional account

Select "Cases" from the left hand navigation menu

This displays the list of cases you can review or manage:

This displays the list of cases you can review or manage

Click the "Filter" button to filter the list by unit, case type, and active or closed cases

Depending on your role in the program, you may only see the unit and type filters.

You can select to view only active, closed, or all cases

Click on the name of the case you want to view

Managing Bulk Cases - Performing Bulk Actions

There are actions that can be taken on the Case List to manage a bulk of cases at one time. The following actions can be taken to manage cases in bulk:

  • Notify Candidates - notify multiple candidates via email instructions for uploading and submitting materials through Interfolio and include a personal message
  • Send Backward - send multiple cases backward to the previous step in the review process
  • Send Forward - send multiple cases forward to the next step in the review process
  • Close Cases - close multiple cases to reflect the final phase
Notify Candidates

Select the cases you want by putting a check mark next to each one.

Click Notify Candidates in the blue ribbon on top of the Case List.

If you just want to send the message as is, click Send to send it. Otherwise, tick the check box to include a personal message.

To include a personal message tick the check box and proceed to fill in all required fields.  When done you can either preview your message and/or send it.

Send Backward

Select the cases you want by putting a check mark next to each one.

Click Send Backward in the blue ribbon on top of the Case List.

Confirm your choices by reviewing the list of cases in the dialog box.  Select whether you want a message to be sent to the reviewers gaining access to the cases.  If not, click Send.

If you want to send a message to the reviewers gaining access, fill out the required fields to personalize your message. When done you can either preview your message and/or send it.

Preview screen

Click Edit to go back to the message, or click Send to send message and cases backward.

Sent on-screen confirmation message.

Send Forward

Select the cases you want by putting a check mark next to each one.

Click Send Forward in the blue ribbon on top of the Case List.

Confirm your choices by reviewing the list of cases in the dialog box.  Select whether you want a message to be sent to the reviewers gaining access to the cases.  If not, click Send.

If you want to send a message to the reviewers gaining access, fill out the required fields to personalize your message. When done you can either preview your message and/or send it.

Preview screen

Click Edit to go back to the message, or click Send to send message and cases forward.

Sent on-screen confirmation message.

Close Cases

Select the cases you want to close by putting a check mark next to each one.

Click Close Cases in the blue ribbon on top of the Case List.

Confirm your choices by reviewing the list of cases in the dialog box.  

Select a decision that reflects the final phase of the cases selected from the drop-down menu.

After making your selection, click Save to close the cases.

On-screen confirmation message.