Dossier Templates
Redaction is only possible when the dossier holding the files is linked to a dossier template: Dossier templates play an important role in RedactManager. Among other information, they contain the dictionaries and rules based on which RedactManager anonymizes the documents in the dossiers linked to the respective template.
How to get there:
User Menu (click on your name) > Settings > Dossier Templates
A list with the dossier templates opens. If you hold only the Admin role, the dossier templates are your entry page.
Dossier templates list
You would like to create a dossier template?
Unfortunately, that is not yet possible. So far, the templates can only be created by the manufacturer. (The Created by column of the dossier template list, therefore, states SY (System), since the creator is not a RedactManager user registered by your company.)
In case you need a new Dosser template, please contact your Knecon representative.
What can you do?
You can change the name, description, and validity period of a template, as well as the composition of the download package of linked dossiers - or delete a dossier template altogether.
Here is how it works:
Edit or delete dossier template
Hover the mouse pointer over the dossier templates list.
Stop on the dossier template you would like to edit or delete without clicking on it.
The Trash, the Clone and the Edit icon appear on the right.
Edit dossier template properties:
Click the Edit icon to edit the dossier template properties.
A dialog form opens.
Complete the dialog form.
Remember to save at the end.
Guide:
Valid from/Valid to: | If necessary, enter from when and/or until when you want the dossier template to be active. | ||||||
Choose what is included at download Options: | Please specify which document versions you would like to include in the download packages of the dossiers linked to the respective dossier template.
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"Edit Dossier Template" form
Clone:
Click the Clone Template icon to clone the selected dossier template.
The dialog that opens looks like the Edit Dossier Template dialog.
Adjust the details as needed.
Remember to save at the end.
Delete:
Click the Trash icon.
A dialog opens.
Confirm the deletion or cancel the process.
The settings that influence the redactions and the users' workflow can be made inside a dossier template.
Click on a dossier template in the dossier templates list to open it.
The template opens. Via the navigation menu on the left, you can then:
view general information about the dossier template and edit the dossier template description,
access and edit the dictionaries,
change the color settings for edits and annotations in the Editor (relevant for users),
define a watermark that will be applied on the redacted documents,
define file attributes and dossier attributes,
mirror your internal dossier lifecycle by creating dossier states,
upload templates for (redaction) reports,
view the redaction justifications that have been defined.
Good to know:
Changes you make inside a dossier template affect the dossiers linked to that template – specifically, the redactions in that dossier and the editing options and report templates available for that dossier.
Navigation inside a dossier template
You can also edit the dossier template properties in an opened dossier template (i. e. you can also change the name, the validity period, and the composition of the download package after you have opened the template).
In that case, you will find the Delete and the Edit icons at the top right – in the bar that contains the breadcrumb menu.
Edit or delete dossier template
Good to know:
Only admins can make changes to dossier templates.
Users with the Manager role have read-only permission for dossier templates, and users with the User role do not have access to the dossier templates.
When creating a dictionary, admins can decide if they would like to allow managers and users to add dictionary entries. In case dictionary adds are allowed, managers and users can make and approve suggestions via the Editor, which are then automatically incorporated into the dossier template.