New Users: Adding Material to a Review Packet

Breakdown of an Active Review Packet

After you open your assigned review packet from either the "Home" or "Your Packets" screen in Interfolio it will default into "Overview Mode".

There are several functions available while in "Overview Mode", which might be helpful when you are starting a new review, such as:

  1. The ability to View the Packet Instructions
  2. The ability to Preview the packet before submission
  3. *Most Importantly, the ability to put your packet in "Edit" mode to start adding materials  
    1. This can be done by clicking either "packet" or "edit"

Materials can only be added to sections within an Active Review Packet when the packet is in "Edit" Mode

Did you notice a difference between the two circles in the two review packet sections displayed above?

The completely green circle means that the minimum number of required documents has been uploaded to this review packet section

The half-green, half-gray circle means that either nothing has been uploaded to this section or the minimum number of required documents has not been met

Breakdown of a Review Packet Section in Edit mode

In edit mode each review packet section will have several details included in it, such as:

  1. What kind of documentation is required
  2. The minimum number of documents
    1. 1 required = only one document is required to be uploaded
    2. 1+ required = at minimum one document is required to be uploaded, but more can be
      1. there is no number limit on how many documents can be uploaded to sections that have 1+ required designated
  3. Instructions with a more detailed description of what is required and useful links where possible.
  4. The Add Button - to start adding documents
  5. The Preview button - this button allows you to see your documents the way your evaluators would and check for mistakes/ formatting issues
  6. The Submit button - this button should only be pushed when you are done uploading

Adding New Materials to a Review Packet Section

Once you have put your active review packet into "Edit" mode it is time to start uploading your materials for evaluation.

Document Types that are accepted by the Interfolio platform:

  • .doc (Microsoft Word Doc)
  • .docx (Microsoft Word Doc)
  • .xls (Microsoft Excel workbook)
  • .xlsx (Microsoft Excel workbook)
  • .ppt (Microsoft PowerPoint)
  • .pptx (Microsoft PowerPoint)
  • .txt (text file)
  • .pdf (Adobe PDF)
  • .dot
  • .odt
  • .wpd
  • .rtf
  • .html

For more in-depth information on how to Log in to Interfolio or how to find your Interfolio review packet please refer to their corresponding tutorials in previous chapters.

Tips for making uploading your documents easier

  • Have all your documents downloaded, stored, and organized BEFORE you start uploading
  • Upload documents in small batches

Uploading in small batched is particularly useful for SOQ data, so if files need to be rearranged they are in a manageable load

  • Upload your documents to your active Interfolio Review packet(s) well in advance of the submission deadline.
  • The Interfolio platform has an automatic save function built-in

Documents larger than 100MB will not upload to Interfolio, make sure your documents are optimized for size or split them into smaller documents.

Documents are uploaded into the Interfolio platform by order of File SIZE, NOT File NAME.

  • The smallest documents will be uploaded first and the largest last

MP3 and MP4 files are NOT supported by the Interfolio Platform

  • Video files can be submitted for evaluation, but they must be uploaded as web links to videos hosted on YouTube or Vimeo

Adding Documents from your personal document storage

Single Document uploads

If you have never uploaded anything to the Interfolio Platform before, this method would be the best one to try until you get used to the process.

Process

Documents cannot be moved from one section to another once they have been uploaded successfully.

If you would like to add the same document to another review packet section, repeat the add process in the different section

1. Log in to Interfolio

Click Here, to reference the article on how to log in to Interfolio

2. Click on your active review packet(s)  and open them in “edit mode” to upload documents

Click Here, to reference the article on how to find your active review packet

3. Scroll to the section you wish to add documents to and click the "Add" button
2020 - FAR - Sample Department - PT Lecturer (Spring) Apply - Interfolio - Google Chrome
4. Select the "add new file" option
2020 - FAR - Sample Department - PT Lecturer (Spring) Apply - Interfolio - Google Chrome
5. Click “browse to upload"
7. Click the "+Add" button to finish the upload
2020 - FAR - Sample Department - PT Lecturer (Spring) Apply - Interfolio - Google Chrome
Interfolio's "Edit" and "Remove" tools

After a document has been successfully uploaded to Interfolio's platform, Interfolio has two tools available to make limited changes once the upload is complete

These tools will not allow you to edit the text or content of the documents you have uploaded

Edit Tool

Clicking the "Edit" tool allows you to either change a title for an uploaded document or keep the title and change the uploaded document.  

Once you have made any changes click the "Save" button and the changes are carried over to the review packet section you were working in.

Changing the title or the document
Using the "Replace" function
2020 - FAR - Sample Department - PT Lecturer (Spring) Apply - Interfolio - Google Chrome

Clicking the "Remove" tool allows you to completely remove a document from a review packet section.

Using the remove tool causes a permanent change to the review packet, and Interfolio will require you confirm that you wish to delete each document you remove.

2020 - FAR - Sample Department - PT Lecturer (Spring) Apply - Interfolio - Google Chrome
2020 - FAR - Sample Department - PT Lecturer (Spring) Apply - Interfolio - Google Chrome
Multiple Document Uploads

Once you are used to the uploading process, this method will help increase  your speed for uploading your required material to review sections

Process

Documents cannot be moved from one section to another once they have been uploaded successfully.

If you would like to add the same document to another review packet section, repeat the add process in the different section

1. Log in to Interfolio

Click Here, to reference the article on how to log in to Interfolio

2. Click on your active review packet(s)  and open them in “edit mode” to upload documents

Click Here, to reference the article on how to find your active review packet

3. Scroll to the section you wish to add documents to and click the "Add" button
4. Select the "add new file" option
5. Click “browse to upload
6. Select several documents from your personal document storage  and click “open”

To select several Documents on a PC, hold the Ctrl button, then click the document titles to select them.

To select several Documents on a Mac, press and hold the Command key, then click the document titles to select them.

7. Click the "+Add" button to complete the upload
Interfolio's "Edit" and "Remove" tools

After a document has been successfully uploaded to Interfolio's platform, Interfolio has two tools available to make limited changes once the upload is complete

These tools will not allow you to edit the text or content of the documents you have uploaded

Edit Tool

Clicking the "Edit" tool allows you to either change a title for an uploaded document or keep the title and change the uploaded document.  

Once you have made any changes click the "Save" button and the changes are carried over to the review packet section you were working in.

Changing the title or the document
Using the "Replace" function
2020 - FAR - Sample Department - PT Lecturer (Spring) Apply - Interfolio - Google Chrome

Clicking the "Remove" tool allows you to completely remove a document from a review packet section.

Using the remove tool causes a permanent change to the review packet, and Interfolio will require you confirm that you wish to delete each document you remove.

2020 - FAR - Sample Department - PT Lecturer (Spring) Apply - Interfolio - Google Chrome
2020 - FAR - Sample Department - PT Lecturer (Spring) Apply - Interfolio - Google Chrome
Adding Videos and Web pages

In addition to uploading traditional document types such as Word Docs, PowerPoints, PDFs, etc., Interfolio also allows you to upload other digital content to your review packet in the form of links to web pages and videos hosted on YouTube and Vimeo.

The process for adding videos and web pages is very similar to adding single documents from your personal document storage.  The "edit' and "remove" tools can be used with these types of digital content as well.

Web Pages

Links to web pages can only be added one at time.

Also, do not provide any links to web pages that would require your evaluators to input a separate username and password to view the content on the provided web page.  Mostly likely they won't have it.  

Process
  1. Log in to Interfolio
  2. Click on your active review packet(s)  and open them in “edit mode” to upload documents
  3. Scroll to the section you wish to add documents to and click the "Add" button
  4. Select the "add new file" option
  5. Click "web pages"
  6. Add in all necessary information marked with a red asterisk (*)
  7. Click the "+Add" button

The "edit" and "remove" tools are available for web pages as well

2020 - FAR - Sample Department - PT Lecturer (Spring) Apply - Interfolio - Google Chrome
Videos

Video content can only be uploaded to an Interfolio review packets when they are hosted on YouTube or Vimeo.  Videos hosted on other streaming services or uploaded from personal document storage will not be accepted by the Interfolio platform.

If you have never uploaded a video to YouTube before, contact the CSUF IT help desk, at (657) 278-7777 or helpdesk@fullerton.edu.

You can also check out Interfolio's tutorial on this subject

Process
  1. Log in to Interfolio
  2. Click on your active review packet(s)  and open them in “edit mode” to upload documents
  3. Scroll to the section you wish to add documents to and click the "Add" button
  4. Select the "add new file" option
  5. Click "videos"
  6. Add in all necessary information marked with a red asterisk (*)
  7. Click the "+Add" button

The "edit" and "remove" tools are available for videos as well

2020 - FAR - Sample Department - PT Lecturer (Spring) Apply - Interfolio - Google Chrome
2020 - FAR - Sample Department - PT Lecturer (Spring) Apply - Interfolio - Google Chrome

Adding Documents from Dossier

As a CSUF Faculty member, in addition to Interfolio's Retention, Promotion, and Tenure platform (Interfolio for short) where you upload your materials for your evaluations.  You also have access to a second Interfolio product called "Dossier".

Dossier functions as a cloud-based digital safe that you can use to store, arrange, and edit documents for current and future reviews.  

It is accessed by using your CSUF credentials and no one can see or access what is stored there unless you grant permission or submit the materials through an active review packet. Click here, to view a more in-depth article on how to use Dossier for Evaluations.

As a New User to Interfolio you can utilize a tool on the Interfolio Retention, Promotion, and Tenure platform to add documents to your review packet from Dossier.  The tool is called "collections".  

Using "collections" will require you to do some prep work in the Dossier application beforehand, the tool will be useless without it, and it is encouraged that you read the article linked above.  

This portion of the article will assume that you are familiar with Dossier and have already pre-populated your "collections" with documents.  

Collections

There are several tools built into the Interfolio platform that that help and speed up the document uploading process.  "Collections"especially, is great for New Interfolio users.

To access "collections" follow the same steps you would for adding a document from your personal document storage, but after clicking the "add" button in the review packet section select "Choose Existing".

Process

  1. Log in to Interfolio
  2. Click on your active review packet(s)  and open them in “edit mode” to upload documents
  3. Scroll to the section you wish to add documents to and click the "Add" button
  4. Select the "Choose Existing" option
  5. Click "Collections"
  6. Select the collection you want to pull material from
  7. Click the checkbox next to the document(s) you want to upload
  8. Click the "+Add" button

This tool also has built in search and filter options if you need to find something specific within a collection

2020 - FAR - Sample Department - PT Lecturer (Spring) Apply - Interfolio - Google Chrome