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Adding and Managing Committee Documents

Once a packet is submitted by the candidate and it's in a committee for a review, Administrators and Committee Managers can add sections and documents to the packet that are not visible to the candidate. For instance, Admins, and Committee Managers can add sections and upload documents for internal and/or committee use such as committee notes, meeting notes, final recommendations, or other documents being produced at the institution or received from outside sources.

Changes made ro the packet are saved and passed forward to the next committee, which has the same abilities to create and edit packet sections and documents. If a case gets sent back a step, it will retain any changes that have been made to the packet.

Remember that anything uploaded by a committee is not seen by a candidate, and evaluators are not able to add, reorder, or edit sections and documents.

This article explains how Administrators and Committee Managers can create and manage packet sections and documents added to a candidate's packet as part of a review.

Committee documents are added and managed from the Case page

Note that by default, there are three packet sections; Committee Documents, External Evaluations, and Candidate Documents. These sections can be deleted, the title of the sections can be edited, or new sections can be added.

To access and edit the name and description of a section, or to delete it altogether, click the blue edit pencil in the section title bar

To access and edit the name and description of a section, or to delete it altogether, click the blue edit pencil in the section title bar

To add a section to the packet, click the three dots in the "Documents" bar and select "Add Section"

Enter a name and description for the section and click "Save"

Enter a name and description for the section and click "Save"

To add a document to a section, click "Add File"

You can upload the following files: .pdf, .doc, .docx, .xls, .xlsx, .txt, .ppt, .pptx, .html.

To add a document to a section, click "Add File"

Enter a name for the document and a description of the kind or category, select your file, and click "Save"  

Enter a name for the document and a description of the kind or category, select your file, and click "Save"  

The document will appear in the list and will become available once it has been processed by the system

The document will appear in the list and will become available once it has been processed by the system

To edit the settings of a document, click the blue edit pencil

This will open a dialog box where you can edit the name and description of the document, move the document to a different section of the packet, modify download permissions, and set what types of users have access to the document.

To edit the settings of a document, click the blue edit pencil

Administrators and Committee Managers can move a document to a different packet section

Choose a new section for the document and click "Update."

Administrators and Committee Managers can move a document to a different packet section

Administrators and Committee Managers can modify the download settings for a document (if your institution allows downloading)

Toggle downloads on or off and click the "Update" button.

Administrators and Committee Managers can modify the download settings for a document (if your institution allows downloading)

Administrators and Committee Managers can set which types of users have access to a document

Choose from Administrators & Entire Committee, Administrators & Committee Managers, and Administrators Only.

Select which level will have access and click the "Update" button.

Administrators and Committee Managers can set which types of users have access to a document

Administrators and Committee Managers can also edit the above settings on multiple documents at a time

Select one or more documents from the list, or click the square above the list to select all documents in the packet section.

Administrators and Committee Managers can also edit the above settings on multiple documents at a time

Click the folder icon to move the selected documents to another packet section

Click the folder icon to move the selected documents to another packet section

Click the download icon to turn downloading on or off for the selected documents

Click the download icon to turn downloading on or off for the selected documents

Click the lock icon to update document access (who can see what) for the selected documents

Click the lock icon to update document access (who can see what) for the selected documents

To change the order in which packet sections appear on the Case page and in the Document Viewer, scroll over the section title bar and drag and drop

Note: If packet sections are re-ordered, the candidate won’t see any change on their end.

To change the order in which packet sections appear on the Case page and in the Document Viewer, scroll over the section title bar and drag and drop

To change the order of documents in a section, scroll over the document and drag and drop

To change the order of documents in a section, scroll over the document and drag and drop

Changes made to the packet from the Case page are saved and passed forward to the next committee, which also has the power to make changes

If a case gets sent back a step, it will retain any changes that have been made

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