As a review candidate, you can upload files to a case. Then, when you are ready for these materials to become accessible to administrators and committee members, you must also submit the materials — uploading by itself is not sufficient. In the example that follows, the administrator has set up the case for the candidate with one explicit document requirement and one "requirement" where the candidate can upload additional documents (this allows the candidate to upload documents as they see fit). The upload process is similar for uploading to each of these sections.
Summary
Step 1. Log into Interfolio
Step 2. View Your Packet
Step 3. Click Packet or Edit
Step 4. Click Add File
Step 5. Click Add New File
Step 6. Browse to Upload or Drag Files
Step 7. Submit the Section
Step 8. Communicate with Your Administrator
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 Faculty, linked near the bottom of this page.
Step 2. View Your Packet
The first page you see after logging into Interfolio is the Dashboard. Click the "Your Packets" link, then click the name of the packet for the case you want to work on.
The Interfolio Dashboard page with the "Your Packets" packet link. Click this image to view a larger version.
The Your Packets page with a packet name link. Click this image to view a larger version.
Step 3. Click Packet or Edit
Open your packet by clicking either the "Packet" link or the "Edit" button in one of the sections.
The Packet Overview page with the "Work on Packet" and "Edit" buttons. Click this image to view a larger version.
Step 4. Click Add
Interfolio displays a list of requirements, arranged within the sections of your packets. Each requirement allows you to upload documents to satisfy it. Click the "Add" button next to the requirement where you want to upload your file(s).
The Edit Packet page with the "Add" button. Click this image to view a larger version.
Step 5. Click Add New File
Interfolio displays the Add File modal window. Click the tab marked as "Add New File."
The Add modal window with the "Add New File" tab. Click this image to view a larger version.
Step 6. Browse to Upload or Drag Files
You can either click the "Browse to Upload" button to find the file you wish to upload on your computer, or you can drag that file from the file explorer/finder directly onto the area marked "Drag & Drop your files anywyere."
The Add File modal window with the "Browse to Upload" button and a drag-and-drop interface. Click this image to view a larger version.
Click the "Add" button after selecting/placing the file. This adds the file to your packet and starts the process of converting it to a PDF.
The Add File modal window with the "Add" button. Click this image to view a larger version.
You'll have to wait for the PDF conversion to finish before finalizing the submission of your packet/dossier. Refresh the page in the browser if the "Creating PDF" status shown next to each document does not update after a few seconds. When all the files you've uploaded have a date stamp like the top file (the CV) in the screenshot below, you can continue.
The Edit Packet page with the "Creating PDF" message. Click this image to view a larger version.
Repeat Stps 4-6 for all files you wish to upload to your packet sections.
Step 7. Submit the Section
Click the "Review and Submit" button. Note, clicking this button is not the final step! You still have to click "Submit" on the next screen.
The Edit Packet page in Interfolio with the "Review and Submit" button. Click this image to view a larger version.
Interfolio displays a message telling you that you won't be able to edit your files once you submit. Click "Yes."
The Confirmation message in Interfolio.
Repeat this step for any additional sections you wish to submit.
Step 8. Communicate With Your Administrator
Once you are done submitting sections to your packet/dossier, contact your administrator to let them know that they should now have access to the files you uploaded.
See Also
How to Access Interfolio for Faculty
Can I Have Someone Upload My Dossier/Packet to Interfolio for Me?
Why Should I Upload Only Final Versions of Documents to Interfolio?