Adding and Managing Case Materials

Administrators and Committee Managers in Interfolio Review, Promotion & Tenure can add materials to a case, including candidate documents, committee documents, and external evaluations. It is possible to upload most popular document formats, as well as links to videos and web pages.

Administrators and Committee Managers may also set permissions for viewing and downloading case materials, and set the packet section in which materials will appear on the Case page.

It is also possible for Administrators and Committee Managers to share packet materials with Committee Members or candidates. Note that external evaluations cannot be shared with the candidate.

This article explains how to add and manage materials from the Case page.

Select "Cases" from the left hand navigation menu

Adding materials:

Find the section where you want to add materials and click "Add File" to the right of the page

To add a document to a section, click "Add File"
Upload document files:

Click to browse and upload files, or drag and drop

We accept .pdf, .doc, .docx, .xls, .xlsx, .txt, .ppt, .pptx, and .html files. You can also link to videos and web pages.

Enter a name for the document and a description of the kind or category, select your file, and click "Save"  

Click "Save"  

Enter a name for the document and a description of the kind or category, select your file, and click "Save"  

The material will appear in the list and will become available once it has been processed by the system

The document will appear in the list and will become available once it has been processed by the system
Editing the file settings or deleting the materials you add:

Click the blue pencil in the same row as the document for which you want to change settings or delete

The document will appear in the list and will become available once it has been processed by the system

You can edit the name and description of the file, move the file to a different packet section, and control who has access to view it

To change the order in which the file appears in the packet section, hover over the left of the file and drag & drop

Sharing materials with the candidate or Committee Members:

Note that candidate's can not see committee facing packet materials unless you share the materials with them, and candidate's can never see external evaluations.

Select one or more files to open a green action bar at the top of the list

Zoom:

Click "Share" and choose to share the selected materials with the candidate or Committee Members

See the following articles for more information on Sharing Case Materials with Candidates and Sharing Case Materials with Committee Members.

Setting permissions to download and access materials:

Select one or more files to open an action bar at the top of the list

Click "Settings" to change download settings, or to change the access level of the selected files

Moving materials to a new packet section:

Select the materials you want to move, and click "Move" on the green action bar that will appear at the top of the list

Zoom:

Select a new packet section for the selected materials

Adding a packet section:

Administrators and Committee Managers can add packet sections from the Case page. See here for more detailed information about creating custom packet sections.

Click the "Case Options" button at the top right of the list and select "Add Case Section"

Name and describe the new packet section

Editing packet requirements:

Administrators and Committee Managers can edit packet requirements from the Case page.

Select "Edit Case" from the "Case Options" menu at the top right corner of the page

Select "Candidate Requirements" from the "Create a Case" menu at the top right of the case summary page

This will open the Candidate Requirements screen where you can add or edit packet requirements for the case

See here for more detailed instructions on creating packet requirements.

Allow or disallow candidate editing of packet:

Click the "lock" icon above the section of the packet containing candidate materials to lock or unlock candidate editing

When unlocked, candidate editing is enabled, and the candidate can add, edit, or submit materials for the section. When locked, candidate editing is disabled, and the candidate can not add, edit, or submit materials for the section.