User Manual

Enter the URL you received when setting up RedactManager into your browser. The RedactManager login window will open. Enter your username and password and click Login. For further information, please see Login.

Users can change their password in their user account.

A user with the Manager role assigns you to a dossier. Users with the Manager role can add themselves as Dossier Members. Each user has access and reading permission for all Dossiers. See Create a new dossier and Dossier members.

You do not have the necessary permission. Only Dossier Members with the Dossier Owner, Reviewer, or Approver permissions can edit documents. Only Dossier Owners and Approvers can edit a document with the Under Approval status. For further information, please see Document features (list view).

As a user holding the User role, you can assign yourself to a document that has not yet been assigned a Reviewer. To do so, you only need to be member of the respective dossier. Users with the Manager role can assign not only themselves but also other users as Reviewers to a document. For further information, please see Document features (list view).

When Reviewers set a document to Under Approval, they can select an Approver if more than one user has the Approver permission for the document. If only one user has the Approver permission, that user automatically is assigned as the Approver. Only the Dossier Owner and Manager can grant the Approver permission to users. During dossier creation, the creator of the dossier can grant the Approver permission to users. At a later stage, the Approver permission can be granted to the users by editing the dossier properties. For further information, please see Dossier members.

User, Manager, and Admin are roles in RedactManager that have different permissions for features and functionalities in the application. Likewise, Dossier Owner, Reviewer, and Approver are permissions for specific tasks in RedactManager that are linked to roles. The User role focuses on editing and approving documents and does not have permissions for all features in RedactManager. The User role does not allow you to create, own, and manage dossiers. As a Manager, you have permissions for all features in RedactManager. That means: You can edit and approve documents, and you can create, own and manage dossiers. However, there is one exception: You cannot access the Admin features because you do not have administrator rights. The Admin (Administrator) has administrator rights for RedactManager. This role is not relevant for general users. We, therefore, do not go into detail about it in this User Manual. The Reviewer's editing features are limited. Reviewers can only suggest redactions. The redactions must then be confirmed by the Dossier Owner or Approver (2-level authorization scheme). As an Approver, you can use all editing features. However, you don't have permission to create and close dossiers and to edit the dossier properties. As a Dossier Owner, you can create, own and manage a dossier, close a dossier and edit the dossier properties. Apart from that, the Dossier Owner has permission to use all the other application features. For further information, please see Roles and permissions.

A document can have the status New, Under Review, Under Approval, or Approved. New: The document is new and unedited. No Reviewer has been assigned yet. Under Review: The document is being reviewed by a Reviewer. Under Approval: The Approver is reviewing the Reviewer's work. Approved: The Approver has completed their work and released the document. The dossier overview shows the document status of the documents contained in the dossier. For further information, please see Dossier Info.

The document statuses are predefined by the system. Admins can also define their own dossier states in order to reflect the internal dossier lifecycle. The dossier owner can then set the dossier status. For further information, please see Dossier info.

You do not have the necessary permission. Only Dossier Members with the Dossier Owner or Approver permissions can set the status of a document to Approved. See Document features (list view).

You do not have the necessary permission. Only users who are members of a dossier may become Reviewer of documents in the dossier. With the User role, you can only assign yourself as a Reviewer to documents that have not yet been assigned a Reviewer.

You can assign yourself as a Reviewer to a document. If another Reviewer has already been assigned to the document, the Reviewer is notified. For further information, please see Document features (list view).

You have enabled a filter that restricts the number of dossiers displayed. Documents that do not fall under the selected filters will not be displayed. For further information, please see Filter the dossier list.

You have enabled a filter that restricts the number of dossiers displayed. Documents that do not fall under the selected filters will not be displayed. For further information, please see Filter the document list.

You do not have the approver permission.

The document you want to download does not have the Approved status.

You have enabled bulk selection, and not all the documents you want to download have the Approved status.

Not all the documents of the dossier you want to download have the Approved status.

When you have used bulk selection to select several documents, the dossier download button at the top right (below the user menu) is disabled. Only the download button next to the bulk selection is enabled. You can find it left above the document list and it allows you to download the selected documents (given that these documents have the Approved status).

Either select the activated filter again by left-clicking the mouse or click the Delete filter checkbox. See Filter the document list.

You do not have the necessary permissions. Only users with the Manager role can become Dossier Owners and add members to a dossier. See Dossier members.

A user with the Admin or User Admin role has to assign you the Manager role.

RedactManager automatically adds a digital signature to the redacted PDF documents. Only users with the Admin role can upload, edit and delete the respective certificate.

When creating the dossier, the dossier creator has enabled the watermark option for the redacted PDF documents. For further information, please see Create new dossier. Only Admins can edit the watermark.

You have used RedactManager without a license or with a trial license only.

Use the Dossier Name filter in the Dossier Overview. All users can use this filter. For further information, please see Filter the dossier list.

Use the search bar that searches the entire application. It is available to all users, and you can find it on all levels and in all views of RedactManager. For further information, please see Search the application.

Use the Document Name filter within a dossier. All users can use this filter. For further information, please see Filter the document list.

Use the search functionality in the Editor. It is available to all users. For further information, please see Search document and copy text selection.

Enter the URL you received when setting up RedactManager into your browser. The RedactManager login window will open. Enter your username and password and click Login. For further information, please see Login.

Users can change their password in their user account.

If you hold the User role, a user with the Manager role must add you as Dossier Member. If you hold the Manager role, you can make yourself a Dossier Member. Whether you can access all dossiers or only dossiers you are a member of depends on the dossier permission settings made by the admin. For further information, please see Create a new dossier and Dossier members.

You do not have the respective permission. Only Dossier Members with the Dossier Owner, Reviewer, or Approver permissions can edit documents. Only Dossier Owners and Approvers can edit a document with the Under Approval status. For further information, please see Document features (list view).

As a user holding the User role, you can assign yourself to a document that has not yet been assigned a Reviewer. To do so, you only need to be member of the respective dossier. Users with the Manager role can assign not only themselves but also other users as Reviewers to a document. For further information, please see Document features (list view).

When Reviewers set a document to Under Approval, they can select an Approver if more than one user has the Approver permission for the document. If only one user has the Approver permission, that user automatically is assigned as the Approver. Only the Dossier Owner and Manager can grant the Approver permission to users. During dossier creation, the creator of the dossier can grant the Approver permission to users. At a later stage, the Approver permission can be granted to the users by editing the dossier properties. For further information, please see Dossier members.

You have enabled a filter that restricts the number of dossiers displayed. Documents that do not fall under the selected filters will not be displayed. For further information, please see Filter the dossier list.

You have enabled a filter that restricts the number of dossiers displayed. Documents that do not fall under the selected filters will not be displayed. For further information, please see Filter the document list.

You do not have the Approver permission.

The document you want to download does not have the Approved status.

You have enabled bulk selection, and not all the documents you want to download have the Approved status.

Not all the documents of the dossier you want to download have the Approved status.

When you have used bulk selection to select several documents, the dossier download button at the top right (below the user menu) is disabled. Only the download button next to the bulk selection is enabled. You can find it left above the document list and it allows you to download the selected documents (given that these documents have the Approved status).

Either select the enabled filter again by left-clicking the mouse or click the Delete filter checkbox. For further information, please see Filter the dossier list.

RedactManager automatically adds a digital signature to the redacted PDF documents. Only users with the Admin role can upload, edit and delete the respective certificate.

When creating the dossier, the dossier creator has enabled the watermark option for the redacted PDF documents. For further information, please see Create new dossier. Only Admins can edit the watermark. For further information, please see Create new dossier. Only Admins can edit the watermark.

You have used RedactManager without a license or with a trial license only.

Click the New Dossier button in the Dossier Overview to create a new dossier. Only Managers can create new dossiers. For further information, please see Create new dossier.

You cannot change the dossier template of an active dossier.

Only Admins can edit dossier templates.

You can change the values for dossier attributes and enable new dossier attributes in the Edit Dossier section if you have the Manager role. For further information, please see Edit dossier attributes.

Only Admins can create new dossier attributes.

As a Manager, you can restore a deleted dossier within 96 hours via the Restore feature in the Trash.

Use the Dossier Name filter in the Dossier Overview. All users can use this filter. For further information, please see Filter the dossier list.

Use the Document Name filter within a dossier. All users can use this filter. For further information, please see Filter the document list.

Use the search functionality in the Editor. It is available to all users. For further information, please see Search document and copy text selection.

Users with the Manager role can view and download dictionaries in the settings.

Only users with the Admin role can edit dictionaries.

Users with the Manager role can view and download report templates in the settings.

Only users with the Manager role can edit report templates.

As a user holding the User role, you can assign yourself to a document that has not yet been assigned a Reviewer. To do so, you only need to be member of the respective dossier. Users with the Manager role can assign not only themselves but also other users as Reviewers to a document. For further information, please see Document features (list view).

You can upload documents to an existing dossier or upload documents when you create a dossier. Any user can upload documents to dossiers. For further information, please see Upload documents and Create a new dossier.

A user can start reviewing a document if he is assigned to it as a Reviewer. As a user holding the User role, you can assign yourself to a document that has not yet been assigned a Reviewer. To do so, you only need to be member of the respective dossier. Users with the Manager role can assign not only themselves but also other users as Reviewers to a document. For further information, please see Document features (list view).

The status of a document shows you if the review has already been performed. Documents that have been reviewed move to the Under Approval status. Documents for which the review has not yet been completed display the Under Review status.

You can change the status of a document via the document features. A user with the Reviewer permission, for example, can change the status of a document from Under Review to Under Approval. A user with the Approver permission can change the status of a document from Under Approval to Approved and back. For further information, please see Document features (list view).

You do not have the necessary permissions. Only the Dossier Owner and Manager can add other users as Reviewers to a document. For further information, please see Document features (list view).

Select a text passage in the Editor and choose Manual Redaction. Only users with Reviewer and Approver permissions can suggest manual redactions or carry them out directly. For further information, please see Suggest and approve manual redactions and dictionary entries.

Select a text passage in the Editor and choose the Add to dictionary feature. Only users with Reviewer and Approver permissions can suggest new entries or add dictionary entries to dictionaries. To remove a dictionary entry, click the highlighted text passage in the document and select the corresponding option. For further information, please see Suggest and approve manual redactions and dictionary entries.

You cannot start the reanalysis of a document yourself. It is carried out automatically in the background.

As a Manager, you can restore a deleted dossier within 96 hours via the Restore feature in the Trash.

You can change the category of images using the Recategorize feature. The Reviewer can access this feature via the document and via the Workload annotations for images. For further information, please see Recategorize images.

Use the Dossier Name filter in the Dossier Overview. All users can use this filter. For further information, please see Filter the dossier list.

Use the Document Name filter within a dossier. All users can use this filter. For further information, please see Filter the document list.

Use the search bar that searches the entire application. It is available to all users, and you can find it on all levels and in all views of RedactManager. For further information, please see Search the application.

Use the search functionality in the Editor. It is available to all users. For further information, please see Search document and copy text selection.

A user with the Reviewer permission for a document can edit the file attributes using the Edit Document Info feature in the Editor. For further information, please see Edit file attributes.

Only an Admin can create new file attributes and enable existing attributes as filters.

Users with the Reviewer permission and the User role can select text in the Editor and suggest dictionary entries using the Request dictionary entry feature. For further information, please see Suggest and approve dictionary entries.

Users with the Reviewer permission and the User role can select text in the Editor and suggest dictionary entries using the Request redaction feature. For further information, please see Suggest and approve redactions.

When Reviewers set a document to Under Approval, they can select an Approver if more than one user has the Approver permission for the document. If only one user has the Approver permission, that user automatically is assigned as the Approver. Only the Dossier Owner and Manager can grant the Approver permission to users. During dossier creation, the creator of the dossier can grant the Approver permission to users. At a later stage, the Approver permission can be granted to the users by editing the dossier properties. See Dossier members.

Users with the Reviewer permission can change the status of a document from Under Review to Under Approval. They can access the option via the document features. For further information, please see Document features (list view).

A user with the Approver permission can change the status from Under Approval to Approved. Approvers can also change the status of a document from Approved back to Under Approval. For further information, please see Document features (list view).