By assigning a committee to a case step in Interfolio you grant access to the case for the members of that committee, whenever the case is at that step. By adjusting committee assignment, you control both who can access a case, and when they can access it.

There are two types of committees in Interfolio: Standing (can be assigned to steps in multiple cases) and Ad Hoc (can only be assigned to steps in the case where it's created). This article shows you how to assign them to case steps — for information about creating these committees and populating their membership, see the articles on committee creation linked near the bottom of this page.

Summary

Step 1. Log into Interfolio

Step 2. View the Cases Page

Step 3. Open the Case

Step 4. Open Case Review Steps

Step 5. Edit a Step

Step 6. Search for Existing or Create Ad Hoc

Step 7. Click "Add"

Step 1. Log into Interfolio

You can access Interfolio either by clicking on links in a case notification 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 Administrators, linked near the bottom of this page.

Step 2. View the Cases Page

When you first log in, Interfolio shows you the Dashboard page. Click the "Cases" link at the left. 

The Dashboard in Interfolio, with the "Cases" link. Click this image to view a larger version.

Step 3. Open the Case

Click the candidate's name in the list that appears.

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

Step 4. Open Case Review Steps

Click the "Case Options" button and then the "Edit Case" link. Click the "Case Review Steps" link in the page that opens, as shown below.

The Case Materials tab of the Case page in Interfolio, with the "Case Options" button and the "Edit Case" link. Click this image to view a larger version.

The Case Review Steps screen in the Edit Case view in Interfolio, with the "Case Review Steps" link. Click this image to view a larger version.

Step 5. Edit a Step

Find the step where you want to add the committee and click the pencil icon in the header for that section.

The Case Review Steps screen in the Edit Case view in Interfolio, with an Edit Step (pencil) link. Click this image to view a larger version.

Step 6. Search for Existing or Create Ad Hoc

Click the "+ Add Committee" link in the modal window that appears.

The Edit Step modal in Interfolio, with the "+ Add Committee" link. Click this image to view a larger version.

The interface for selecting the type of committee you want to add appears. There are two types of committees used for Opus cases: standing and ad-hoc. Select an option.

The Edit Step modal in Interfolio, with the "Standing Committee" and "Ad Hoc Committee" links. Click this image to view a larger version.

If you're adding a standing committee, enter the name of that committee in the search box. If you need to create a new standing committee, see the article on creating committees for use with multiple cases, linked near the bottom of this page.

The Edit Step modal in Interfolio, with the "Standing Committee Name" search box. Click this image to view a larger version.

If you're adding an ad-hoc committee, either enter the name for a new committee (this will create a new committee) or enter the name for a committee previously created for this case.

The Edit Step modal in Interfolio, with the "Create a name for your new ad hoc committee" text input box. Click this image to view a larger version.

Step 7. Click "Add"

Click the "+ Add" button.

The Edit Step modal in Interfolio, with the "+ Add" button. Click this image to view a larger version.

Note that the committee now shows up in the Edit Step modal window.

The Edit Step modal in Interfolio, with the names of the committees on the step. Click this image to view a larger version.

Note that the committee also shows up under the step on the Case Review Steps view. If you've added a new ad-hoc committee, you will want to add people to this committee. See the article on creating a committee for use with a single case, linked below.

The Case Review Steps screen in the Edit Case view in Interfolio, with names of the committees on the step. Click this image to view a larger version.

See Also

How to Access Interfolio for Administrators

What Are the Different Types of Committees in Interfolio?

How to Create a Committee for Use with Multiple Cases in Interfolio

How to Create a Committee for Use with a Single Case in Interfolio