How to Bundle Candidate Documents to Send to External Evaluators

The goal of this article is to help individuals bundle together the packet files from a candidate's case to send to an External Evaluator.

Because candidates upload required documents, those files already exist in an RPT case (given that the candidate has uploaded files to their packet)

You can attach all of the case files or select particular files to send along with a request when requesting an external evaluation or when editing and resending an existing evaluation request.

Open the "Request Evaluation" or  the "Re-send External Evaluation" page"
On the case page of the candidate, scroll down to the External Evaluations section and click "Request Evaluation"
click request evaluation button

This will open the Request External Evaluation page where you can create an external evaluation request and and add files to send to the

-OR- if you need to edit and resend an existing request, scroll to the request in the list, and click to "Edit & Resend" the request  
Candidate Profile: Debra Bennett - Review, Promotion & Tenure - Interfolio

Either of the above actions will open a window where you can configure and send an email request for an external evaluation as shown below.

From here you can attach multiple files from the case to send to external evaluators.

Open the "Request Evaluation" or the "Re-send External Evaluation" page"
On the evaluation request page, scroll down to "Files" and click "Add Files"

Click Add Files button in the Files section of the request form.

You can attach files that may be useful for the evaluator
Select files to add to the request

Select files from the list in the Add to Evaluation Request window and click Add Files.

You can choose which case files you want to send, or click to send them all.

Review, Promotion & Tenure - Interfolio

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