Interfolio Help Center/Help for Schools/Receiving Application Materials

Managing Applications: October 25th Product Enhancement Release

Alexis Comrack
posted this on October 25, 2011 04:08 pm

System intelligence and notifications have been added to the Standard Receiver Module to help you better manage your applicants and their documents.

Clearly see when a document is “New.”

  • Our system will tell you when a new document has been delivered by an applicant to your institution, while also letting you know when a document has been downloaded.  A document is considered and treated as “New” from when it is sent to you by the applicant in a delivery until the time it is downloaded by any user affiliated with your account.

See which applicants have “New” documents.

  • Applicants that have delivered new documents are highlighted in bold
    • Any applicant that has delivered a new document to your position will be highlighted in bold in your Applicants list.  
    • As soon as the new documents are downloaded, this bold highlight will go away.
  • Applicants with new documents have an orange “New” label.  
    • You can identify applicants who have sent in additional documents as those where the number of “New” documents will be presented next to the number of total received documents.  In the Applicants list, look in the “Download” column on the right side of the page.  You will see the number of “New” documents, along with the number of total documents.  

Screen_shot_2011-10-25_at_3.44.36_PM.png

    • You can identify brand new applicants as those where all documents will show as “New.” 

Screen_shot_2011-10-25_at_3.40.34_PM.png

 

  • “New”/”Downloaded” filter added to the search
    • You can filter your applicants list for applicants with “New” documents by selecting a value from the “New/Downloaded” filter.  
    • If you choose not to use this filter, the search will show you applicants with new documents and show you applicants with downloaded documents.

Screen_shot_2011-10-25_at_3.59.17_PM.png 

 “New” LABEL replaces “New” TAG.

  • Now that we show you a “New” label in the “Download” column, we have removed the “New” tag that was automatically assigned to untagged applicants.  
  • Instead of seeing “New” in the “Tag” column, that column will be empty/blank when an applicant has not been assigned a tag. 
  • Any tag that you assigned to an applicant over the course of this application season will remain. 

Screen_shot_2011-10-25_at_4.02.48_PM.png

On the “Applicant Details” page, identify “New” documents

 

  • On the “Applicant Details” page, all new documents will appear in bold, will say “New” in orange, and will be automatically selected (check boxes will be checked) for download.  
  • To download the selected documents from the Applicant Details page, select the PDF (show icon) or Zip (show icon) icon.


Note:  Product changes apply to documents received after this functionality was released (Tuesday, October 25).  Any documents received before the release date will not show