As an administrator or review committee member, you can access materials that have been uploaded to the case, whether by the candidate (who must upload and submit these materials), by administrators, or by committee members. In the example that follows, an administrator has uploaded several documents, one of which (the Data Summary) we view. These instructions can be used to access any documents in the case.
Summary
Step 1. Log into Interfolio
Step 2. View the Cases Page
Step 3. Open the Case
Step 4. Click "Read Case" or Document Title
Step 5. Download
Step 1. Log into Interfolio
You can access Interfolio either by clicking on links in an email you receive, or by navigating to their website directly at www.interfolio.com. Instructions for logging in can be found in the article, How to Access Interfolio for Review Committee Members, linked near the bottom of this page. Be sure to use the "Partner Institution" link to access the UCLA Logon system when logging in.
Step 2. View the Cases Page
The first page you see after logging into Interfolio is the Dashboard. Click the "Cases" link on the left, or if the case you want to access is listed in the "Your Action Items" section, click the candidate's name to skip to Step 4.
The Interfolio Dashboard page with the "Cases" link, and a link to a case. Click this image to view a larger version.
Step 3. Open the Case
Interfolio displays a list of cases available to you, identified by candidate. Click the name of the candidate whose case materials you want to view.
The Case List page with a case link. Click this image to view a larger version.
Step 4. Click "Read Case" or Document Title
Interfolio displays the Case page with the case materials tab open. Click either the "Read Case" button, or the title of a document you would like to view.
The Case Materials tab on the Case page with a document title link and the "Read Case" button. Click this image to view a larger version.
Interfolio opens the document viewer. This page allows you to select a document from the left column, and view its contents in the main area:
The Document Viewer page. Click this image to view a larger version.
Step 5. Download
If you wish to download (which would also allow you to print) materials from the dossier, click the "Download" button and select an option: either download the document, or download the packet.
The Document Viewer page with the "Download" button with the "Download Packet" and "Download Document" links.. Click this image to view a larger version.
If you select the "Packet" option in the screenshot above, Interfolio asks you which documents from the packet you would like to download, and in which format (PDF or ZIP). The PDF option compiles all the documents you select, retaining their order in the packet, into a single PDF. The ZIP option saves all the documents as separate files (named individually) into a single ZIP archive. Users report that one advantage to the PDF option is the preservation of document order in the packet, however if you want individual files you'll need to choose the ZIP option.
The Download Documents modal window on the Document Viewer page, with packet materials selection checkboxes. Click this image to view a larger version.
After you've requested your download, Interfolio displays a verification message in the lower-left corner. Instead of downloading the requested materials immediately, Interfolio sends you an email with a link. Click that link to download your file(s).
The Document Viewer page with the "Download Requested" verification message. Click this image to view a larger version.
See Also
Where Can I Find The Documents in My Case?
Opus for Review Committee Members
How to Access Interfolio for Faculty
How to Access Interfolio for Administrators