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
Navigate to the case by clicking the candidate's name in your list of cases
Find the section where you want to add materials and click "Add File" to the right of the page
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.
The material will appear in the list and will become available once it has been processed by the system
Click the blue pencil in the same row as the document for which you want to change settings or delete
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
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
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
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
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.