Interfolio FAQ

Answers for questions related to working with Opus cases in Interfolio

What Should I Avoid Doing in Interfolio?
There are a few things Opus users should not do in Interfolio. Administrators Don't Use the "Start a Case" Button in Interfolio Cases sh...
Wed, 21 Aug, 2024 at 7:13 AM
What Is a Template in Interfolio and How Does it Work?
Interfolio templates allow users to save the workflow steps through which cases of a particular type should pass. The Short Version Here’s how it works...
Wed, 21 Aug, 2024 at 7:36 AM
What Are the Differences Between the Interfolio Templates?
There are several types of templates for Interfolio cases, each of which is used for a different purpose. Template Naming Conventions Interfolio templa...
Wed, 21 Aug, 2024 at 7:58 AM
What Happens After I Click the “Submit” Button When Choosing a Template?
Opus opens the case in Interfolio. After a few seconds, the Interfolio interface opens in a new tab. If the blocker is enabled in the browser, it will nee...
Mon, 2 Oct, 2017 at 2:12 PM
Can Multiple Departments Work on the Same Case in Interfolio?
Yes. The department that initiates the case provides access to administrators from an auxiliary department(s) by creating an ad-hoc committee, assigning...
Thu, 9 Aug, 2018 at 3:31 PM
What Should I Know Before Working on a Case With Another Department?
Before getting started on a case that involves more than one department, it's a good idea to have a general overview of how these cases work, and some b...
Wed, 21 Aug, 2024 at 8:04 AM
What Options Do I Have When Working with Multi-Department Review Cases in Interfolio?
Administrators will need to decide on which steps of the case the auxiliary department(s) should have access, while the auxiliary department will need to de...
Fri, 9 Mar, 2018 at 3:25 PM
Who Is Responsible for Moving Cases Through the Review Process?
Case routing is performed by administrators in the department that initiated the case. Administrators send a case to the next Interfolio step by clickin...
Wed, 21 Aug, 2024 at 8:22 AM
What’s the Difference Between Viewing and Editing a Case in Interfolio?
When viewing a case, the administrator can perform activities related to the work of academic review. When editing a case, an administrator can configure th...
Fri, 26 Jan, 2018 at 4:00 PM
Why Do I Have to Click the “Notify Candidate” Button?
Because this gives the candidate access to the case. When you click the “Notify Candidate” button in Interfolio, the system sends an email, which you ca...
Sat, 27 Jan, 2018 at 11:11 PM