Create a Case From Scratch

This article explains how to access the feature to create a case in Interfolio Review Promotion & Tenure from a blank case. Because the process of creating a case from scratch and creating a case from a template are similar, this is explained in more depth in this article on creating a case based on a template. Cases can be created for any unit in the hierarchy of an organization.

Log in to Interfolio and navigate to your institutional account

You may need to open the account switcher in the right hand user menu and select to switch to your institutional account.

1. Click "Create Case" in the upper right hand corner of the Case List screen

Click the "Add Case" button

2. Select a unit for the case and click "Confirm"

Cases can be created for any unit in the hierarchy of an organization (university, college, school, department, etc.)

Select a unit for the case and click "Confirm"

3. Select "Blank Case"

Select "Blank Case"

4. Follow the instructions for creating a case based on a template

From here, the process is very similar to creating a case based on a template. Please see this article on creating a case based on a template for more information.