How to Bundle Candidate Documents to Send to External Evaluators
The goal of this article is to help individuals send the packet files from a candidate's case to an External Evaluator. This will expedite the process and make it easier for those with many files.
You can attach all of the case files or selected files when requesting the evaluation or when editing and resending the evaluation request.
Select "Cases" from the left hand navigation menu
Open the candidate's case page
Request or resend the external evaluation request
Scroll down the case page and select "Request Evaluation"
-Or- select a request to edit and resend
On the evaluation request page, scroll down to "Files" and click "Add"
Select which case files you want to send, or click to send them all
The files will appear in a list ot the bottom left of the request page
Click "Select All" to send all files along with the request
Be aware that when sending all, this may include committee files and other external evaluations.
If you decide you don't want certain files to be sent. you can de-select them (click the x) to remove them from the request
The evaluator will receive an email with a request. If they accept the request, they will be taken to page where they can download the files
