Add a Committee-Facing Packet Section (From the Case Page)

By default, there are four packet sections displayed on the Case page; Committee Documents, Candidate Documents, External Evaluations, and Candidate Forms.

Administrators and Committee Managers can add new committee-facing sections to the case packet.

Administrators can also add and edit packet requirements for candidates from the Case page, including creating whole new candidate facing packet sections.

This article covers adding a new committee-facing section to the case packet from the Case page.

Select "Cases" from the left hand navigation

Open the candidate's case page

Click "Case Options" at the top right corner of the page and select "Add Case Section"

Give the section a name and a description

The new section will appear at the bottom of the case page, but you can drag and drop it anywhere it needs to be