Interfolio Case Setup: Candidate Instructions
The following steps address how to preview how your case packet will appear to reviewers and customize the case navigation within the Interfolio reader. Much of the text in this section is adopted from the Interfolio help guides at http://product-help.interfolio.com/.
Preview you Packet and Adjust Navigation
As you add files to your case, you can preview how it will appear to reviewers. To do so, either click on one of the file links, or click Preview Packet from the packet overview screen. The preview shows exactly how the packet you are submitting will appear to your committee. Although you cannot download the preview version of your case as a PDF, your reviewers will be able to.
Customizing the Case Reader Navigation
Interfolio automatically creates navigation links, in three tiers, for the following three items:
- Sections - These can only be edited by the college dossier admin
- File titles - Editable by the candidate once the file has been uploaded
- Bookmarks within PDF files - Editable in the file itself using a PDF editor
- File titles - Editable by the candidate once the file has been uploaded
Think of your file titles as the secondary links in your case navigation, and set them accordingly. For example, you might give your file the title of "Publications." To edit a file title, after you have uploaded a file, click the Edit link next to the file and type the title you would like to use in the title field. For more information, see this Interfolio help guide on naming files.
If you want additional navigation items following the file title, add bookmarks to the file. This will allow the reader to skip directly to the bookmarked page in the file. Adobe has provided some great information on creating PDF bookmarks.
PDF with Bookmarks
Interfolio Display of Bookmarks
Interfolio also attempts to recognize bolded sections and headline formatting in Word documents and will create navigation links accordingly. However, the candidate has less control over how Interfolio handles these, so PDF bookmarks are a safer bet.
Check Document Hyperlinks
Interfolio will turn active hyperlinks that exist in a file into active hyperlinks in the document reader. However, text that looks like a URL in a document isn’t necessarily an active link, so double-check your files to make sure your links are active before you upload them. Interfolio won’t automatically recognize URL text and convert it into a hyperlink if the link isn’t already active in the uploaded file.
Additional Help Resources
If you have additional questions or need further assistance, you may look to one or more of the following resources:
- Your college dossier administrator, or CDA (See
https://www.usu.edu/provost/promotion-and-tenure for a list of admins for each college) - Interfolio’s Online Help Center at http://product-help.interfolio.com/
- Interfolio Support Lines:
- Phone: (877) 997-8807. Hours: Mon-Fri, 9AM-6PM (EST)
- E-Mail: help@interfolio.com