If you have either administrator or committee manager privileges in Interfolio, you can upload documents to the packet/dossier of a case. These materials become part of the case, and can be shared with the candidate and/or other committee members.


Summary

Step 1. Log into Interfolio

Step 2. View the Cases Page

Step 3. Open the Case

Step 4. Click "Add File"

Step 5. Browse or Drag File


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 in the appropriate section (sending to either the candidate or committee) below.


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. Depending on whether you want to email the candidate or committee members, continue with Step 4 from the corresponding section below.


The Cases page in Interfolio, with a link to a case. Click this image to view a larger version.


Step 4. Click "Add File"

Interfolio displays the Case page with the case materials tab open. Find the section of the packet where you'd like to upload the file and click the "Add File" link in its header.


The Case Materials tab on the Cases page in Interfolio, with the "Add File" link. Click this image to view a larger version.


Step 5. Browse or Drag File

To navigate to the file on your computer, click the "Browse to Upload" button. To add a file from your finder/file explorer, drag the file directly onto the area shown.


The Add Document modal window on the Case page in Interfolio, with the "Browse to Upload" button and the drag-and-drop area. Click this image to view a larger version.


When the file has successfully been added, it will show up in the packet under the Case Materials tab, as shown below.


The Case Materials tab on the Cases page in Interfolio, with the title of a newly uploaded document. Click this image to view a larger version.


See Also

Where Can I Find The Documents in My Case?

Opus for Administrators

Opus for Review Committee Members