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User Manual

Dossier

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Dossier

You can group documents thematically into dossiers.

The dossier templates contain rules and dictionaries. These rules and dictionaries specify what is to be redacted in the dossiers linked to the respective dossier template.

Depending on your role, you can change the settings for the documents in that Dossier, assign Reviewers and Approvers, and upload new documents to the Dossier.

In the following sections, you will learn more about the document settings you can make in a dossier, and you will find the steps you have to take before you can start editing the document.

How to get there:

Dossier overview > Select dossier> Dossier / document list opens