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User Manual

Suggesting and approving manual redactions and dictionary entries

Manual redactions and edits in RedactManager follow a 2-step process:

  1. The Reviewer makes a suggestion (e.g., redactions and dictionary entries).

  2. The Approver approves or rejects the suggestions.

    As an Approver or Dossier Owner, you can add redactions and dictionary entries without having to suggest first. Just follow the steps described below.

Automatic redactions are generated automatically by the system. In addition, you can also redact manually.

How it works:

You open a document Editor. You hold the User role and have been assigned to the document as the Reviewer.

In the Standard view, you can mark text directly in the document. A feature box opens.

Edit_text_in_workload_3_1-en.png

Editing features in the text

  1. Suggest redaction

  2. Suggest dictionary entry

  3. Search

  4. Copy

Mark a text passage and click on the Redaction icon Redacted.svg to manually redact the selected text. The Request Redaction dialog opens:

  1. Select the Reason for redaction from the drop-down menu. This field is mandatory. The Legal Basis field will be filled automatically.

  2. You can enter a comment in the Comment field. Adding a comment is mandatory for Reviewers. It is optional for Dossier Owners and Approvers.

  3. Click Save to confirm.

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"Request Redaction" dialog

A new annotation (Manual Redaction) appears in the Workload. The manual redaction is highlighted in gray in the document. Depending on your permissions, Undo Back_to_review.svg or Remove only here  trash.svg icon appears both in the Workload annotation and in the document itself.

  • Click the Undo icon Back_to_review.svg to remove the manual redaction.

  • Click the Remove only here icon trash.svg to remove exactly this redaction. The Remove Redaction dialog opens.

  • Click the Yes, proceed and remove! button to remove the redaction from this position.

Approve redaction:

You are the Dossier Owner or Approver of the document in which you want to approve a suggested redaction. You open the document in the Editor and access the page that contains the redaction. The document has the Under Approval status.

As the Approver or the Dossier Owner, you approve or reject the Reviewer's suggestions. Select the suggestion in the document. You can accept the suggested redaction by clicking the Confirm icon check_dark.svg, or reject it by clicking the reject icon close.svg.

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Accept or reject suggested redactions

Once you approve a suggested redaction, the marking in the text and the respective annotation change: The "Suggested redaction" turns into a "Redaction".

Once you reject a suggested redaction, the marking in the text and the respective annotation change: The "Suggested redaction" turns into "Declined suggestion".

You can approve rejected suggestions at a later point if you want. The text passage will then be redacted.

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Rejected redactions can be approved later on

You can also select and redact larger areas in the document – such as graphics, logos, and text paragraphs – in RedactManager.

Reviewers have to suggest rectangle redactions. They will then be approved by the Approver. (For further information, please see Suggest and approve redactions)

The rectangle redaction icon is located right of the zoom feature.

Rectangle_icon_3_1_en.png

Manual rectangle redaction

How to redact an area:

  1. Click the Rectangle icon to enable rectangle redaction.

    The cursor will turn into a cross.

  2. Click on a point. Keep the left mouse button pressed and start drawing a rectangle.

    The rectangle is highlighted in gray.

  3. Release the mouse button when you have marked the area you would like to redact.

    The selection box will have a blue frame with dots. Click and drag one of the dots to enlarge or reduce the selected area.

    The Redaction icon Redacted.svg is displayed below the selected area.

  4. Click the Redaction icon to redact the selected area.

    Depending on your permissions, either the Suggest Redaction or the Redaction form will open. Mandatory fields are marked with a red asterisk.

  5. Fill in the form. It is similar to the text redaction form. You can find a detailed description here.Manual redactions and dictionary entries

  6. You want to remove your redaction or change it afterward? To do so, click on the redacted area.

    If you have the User role, the Undo icon will appear. Click it to remove the rectangle redaction. (You can also find the icon in the respective annotation in the Workload).

    If you hold the Manager role, the Resize, Edit, and Trash icons will appear. By clicking on the respective icon, you can enlarge/reduce the redaction area, change the redaction reason or delete the redaction.

Rectangle_redaction_3_1_en.png

Manually selected area

You open a document Editor. You hold the User role and have been assigned to the document as the Reviewer.

Use the mouse to select a text passage in the document.

A small menu bar opens. It offers four editing options.

Click Suggest Dictionary Entry to suggest a new dictionary entry.

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Suggested dictionary entry

The "Request add to dictionary" dialog opens. Select a dictionary from the list, add a comment, and save your selection.

Good to know:

You can only choose from the dictionaries that have the Enable 'Add to dictionary' option enabled. Only users with the Admin role can enable this option (in their user menu and profile).

Request_add_to_dictionary_dialog_3_1-en.png

"Request add to dictionary" dialog

Undo_add_to_dictionary_3_1_en.png

Undo a suggested dictionary add in the Workload

You can remove a suggestion by clicking the Undo icon Back_to_review.svg in the respective annotation.

Approve dictionary entries

You have the Approver or Dossier Owner permission for the document. You are working in the Editor. Open the page that contains the suggested dictionary entry you would like to approve. The document is Under Approval.

You are the Dossier Owner or Approver of the document that contains the suggested dictionary entry you would like to approve. Open the document in the Editor and access the page that contains the suggestion. The document is Under Approval.

As the Approver or the Dossier Owner, you approve or reject the Reviewer's suggestions. Select the suggestion in the document. You can accept the suggested dictionary entry by clicking the Confirm icon check_dark.svg, or reject it by clicking the reject icon close.svg.

Accept_or_decline_add_to_dictionary_3_1_en.png

Accept or reject suggested dictionary entries

If you accept the dictionary entry, the marking in the text and the annotation change: depending on the underlying dictionary, the "Suggested dictionary add" becomes a "Redaction" or a "Hint".

Reanalysis after adding new dictionary entries:

When a new entry is added to a dictionary, RedactManager automatically reanalyzes the affected documents in the background.