Create Cases in Bulk for Multiple Candidates at Once

Using a simple setup wizard, Administrators can create cases for multiple candidates at once, all of the same type, and all using the same template. During the setup process you can:

  • Declare, for all the cases you are creating, whether or not the candidate will submit a packet
  • Set due dates that will be shared by all the cases you are creating
  • Select any number of candidates from the list of all existing Interfolio Promotion & Tenure users at that institution
1. Case Setup:
1.2. Select the type of cases you are creating

When setting up multiple cases, all cases must be of the same type. For instance, you can set up multiple promotion cases, or multiple tenure cases, etc.

Search for or select the type of case you want to create  from the dropdown menu
1.3. Select the template for the cases you are creating

Please make sure you are creating your cases based on a template that has the correct information, because you will not be able to make changes to the template during this process.

Select the template for the cases you are creating

You can click "Preview" to view the specifics of each template in the list.

Select the template for the cases you are creating
2. Select the candidates for whom you are creating cases:
2.1. Indicate if the candidates will submit a packet

Choose "Yes" if the candidate will submit materials online through Interfolio. This setting can not be changed after the case has been created.

Indicate if the candidates will submit a packet
2.3. Search for candidates by name, email, or unit, and click "Add" to create a case for them

You may only select candidates from users who have previously been added to Interfolio (e.g. as Evaluators).

Search for candidates by name, email, or unit, and click "Add" to create a case for them