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How do I edit my Profile?

Introduction

You should review and edit your Profile often to reflect your most updated information. You can do it as frequently as you would like, but you must update your Profile at least once a year. You will especially want to make sure that your contact information and current/previous positions are correct. 

Instructions

Step 1: If you haven’t already, log into Interfolio at: https://account.interfolio.com/sso  

If you forget how to log in, you can always review this instructional doc: How do I log into Interfolio?

 

Step 2: Select Profile from the menu on the left. 

 

Step 3: On your Profile page, you can go to whichever section you would like. If you cannot see the details of a specific item, select the blue triangle to see all the section’s information and review its details. 

 

Step 4: Depending on the section that you would like to edit, there are two different ways to make edits. For some sections, you will see an Edit button at the bottom of the section. For others, you will select the pencil icon to the right. Each section will only have one of these two options. 

 

Step 5: Complete the required fields and, if relevant, any optional fields that you would like. Remember that the fields might be slightly different than what you see below depending on what area you are editing. We have provided two examples to give you an idea of what you might see. 

Additionally, recall that some information cannot be changed in Interfolio. To review what those items are and how to proceed, go to the Why can’t I edit certain fields in Interfolio? doc. 

 

 

Step 6: Once you have completed everything you would like, scroll to the bottom to save your work. You can select whichever one is appropriate; some areas might have more or less options. If you have multiple save options like below, you will most often select Save and Go Back, which will take you back to the Profile section. 

 

Your edits will now be reflected in your Profile!

Have more questions? Want to learn more?