User Manual

Manager

User

Dossier Owner

Approver

Reviewer

Change name/passwordUser menu and account

In the user account, users can change their name and password.

Download report templatesUser menu and account

Managers can download report templates via the user menu and profile. Only Admins can upload and edit report templates.

NotificationsNotifications

Users can be informed about current events that affect them as a user.

Search the entire applicationSearching the application

Users can search for documents both within a dossier and across dossiers in the entire application if they have authorization for the corresponding dossier.

View dictionary/entityUser menu and account

Managers can view dictionaries and entities via the user menu and profile. Only Admins can edit dictionaries and entities.

Manager

User

Dossier Owner

Approver

Reviewer

Add dossier membersEdit dossier: Dossier Members

Users with the Manager role can assign new dossier members to a dossier.

Assign Dossier OwnerEdit dossier: Dossier Members

The Dossier Owner can be changed using the Edit Dossier feature.

Automatic reanalysis of dossiers

It is constantly being monitored if changes to a dossier template, the dictionaries, and rules defined for a dossier make a reanalysis necessary. A dossier can only be changed to the Under Approval status if it has been analyzed based on the latest configuration of dossier template, dictionaries, and rule sets. The reanalysis is carried out automatically in the background.

Create dossierCreate a new dossier

You can use this feature to create new dossiers.

Delete dossierEdit dossier: Delete Dossier

Dossiers can only be deleted if no documents have been uploaded yet.

Download a dossierDownload a dossier

Only dossiers with the Approved status can be downloaded. In addition to the redacted documents, a downloaded dossier may contain the following documents:

Download redaction reportsEdit dossier: Download Package

The download package is configured when the dossier is created. This determines whether the download package includes redaction reports.

Edit, delete, or add dictionary entryEdit dossier: Dossier Dictionary

RedactManager automatically creates a dossier dictionary for each dossier. Managers and Dossier Owners can access it. Only the Dossier Owner can create new entries. New entries are useful if specific redactions are to be made in a dossier that do not apply to other dossiers.

Edit dossier attributesEdit dossier: Dossier Attributes

Managers and Dossier Owners can fill in values for the dossier attributes set by the admin.

Edit dossierEdit dossier: Dossier Info

The dossier properties and settings can be edited.

Filter dossiersFilter the dossier list

Dossiers can be filtered by all properties displayed in the dossier list. In addition, there is also the "My Dossiers" quick filter, which only displays the dossiers the user has been assigned to as the Dossier Owner.

Restore deleted DocumentsUser menu and account

A Manager can recover deleted documents within 96 hours. After this period, the documents will automatically be deleted permanently.

Manager

User

Dossier Owner

Approver

Reviewer

Assign ApproverFeatures and actions in dossiers

There can be multiple Approvers in each dossier. When you assign an Approver to a document, you can choose from the dossier members with Approver rights.

Assign ReviewerFeatures and actions in dossiers

Only users with the Manager role can assign other users as Reviewers.

Assign yourself as ReviewerFeatures and actions in dossiers

Dossier members can assign themselves as Reviewers of a document. The prerequisite is that a Reviewer has not yet been assigned to the document. Users with the Manager role and/or the Dossier Owner permission can change the reviewer of a document and assign themselves as a reviewer.

Automatic reanalysis of documentsUser interface of a Dossier

The system monitors for each document if a reanalysis is required due to changes to the dossier template, the dictionaries, the rule set, or manual redactions. A document can only be moved to the Under approval state when the dossier template, the rule set, and the dictionaries are up-to-date. The analysis can also be carried out individually for each document.The reanalysis is carried out automatically in the background.

Delete documents from dossierFeatures and actions in dossiers

This feature is only available for documents that have not yet been assigned a Reviewer. If a Reviewer is assigned, the Reviewer may always delete the document.

Download redacted documentsDownload a dossier

Only documents that have the status Approved can be downloaded. In addition to the redacted document, the original document, the preview document and a redaction report (Excel or Word) with information about the redactions can be downloaded.

Filter documentsFeatures and actions in dossiers

The document list can be filtered according to different categories. Quick filters offer additional filter options.

Open dossierDossier

You must open the dossier to upload documents into a dossier or edit documents.

Perform OCR on documentsFeatures and actions in dossiers

This feature is used to perform OCR (automatic text recognition) on a document.

Reset status of documentsFeatures and actions in dossiers

Users who are Dossier Owners or Approvers in a dossier can reset the status of a document (from In Approval to In Review or from Approved to In Approval ).

Upload document to a dossierFeatures and actions in dossiers

All documents must be uploaded to a dossier. Otherwise, you will not be able to process and edit them.

Manager

User

Dossier Owner

Approver

Reviewer

Accept suggested dictionary entryManual redactions and dictionary entries

Dictionary entries proposed by the Reviewer must be accepted by the Dossier Owner or an Approver.

Add manual redactionsManual redactions and dictionary entries

Approvers and Dossier Owners can redact text passages manually. Reviewers can only suggest manual redactions. Manual redaction proposals must be accepted by an Approver or the Dossier Owner.

Approve suggested redactionsManual redactions and dictionary entries

A Reviewer can only suggest redactions. The Dossier Owner or an Approver must then approve these suggestions.

Create new dictionary entryManual redactions and dictionary entries

Approvers and the Dossier Owner can directly add new entries to a dictionary. Reviewers can only suggest new dictionary entries. Dictionary entry proposals must be accepted by an Approver or the Dossier Owner.

Force redactionReviewing and editing redactions

In the case of skipped redactions, the redaction can also be forced manually afterwards.

Mark redactions as false positivesReviewing and editing redactions

If an automatically generated redaction is wrong, you can mark it as false positive by clicking on the false positive icon. It is stored in the dictionary that the corresponding term should not be blacked out.

Recategorize imagesHints, images, and recommendations

Users can change the category of an image.

Suggest dictionary entryManual redactions and dictionary entries

Reviewers can suggest new dictionary entries. The suggestions have to be accepted by the Approver or Dossier Owner.