RedactManager Documentation

Change name/Password

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

Download report templates

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

View dictionary/entity

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

Help Mode

The Help Mode is available to users at all levels of the user interface. You can enable it to read about individual user interface elements in the User Manual.

Notifications

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

Search the entire 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.

Filter dossiersFilter the dossier list

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

Delete dossierEdit dossier: Delete Dossier

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

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. The reanalysis is carried out automatically in the background.

Edit dossier attributes

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

Restore deleted documents

Managers can restore deleted documents within 96 hours. After this period, the documents will be automatically permanently deleted.

Download 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:

Edit, delete, or add dictionary entry

RedactManager automatically creates a dossier dictionary for each dossier. It can be accessed by managers and Dossier Owners. 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.

Assign Dossier Owner

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

Download redaction reports

The download package is configured when creating the dossier. The user defines which redaction reports will be contained in the download package etc.

Edit dossier

Users can edit the properties and settings of a dossier.

Add Dossier Members

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

Create dossier

You can use this feature to create new dossiers.

Upload document to a dossier

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

Assign yourself as Reviewer

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.

Download redacted documents

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.

Assign Reviewer

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

Filter documents

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

Assign Approver

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.

Automatic reanalysis of documents

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 status if it has been analyzed based on the latest configuration of dossier template, dictionaries, and rule sets. The analysis can also be carried out individually for each document.  The reanalysis is carried out automatically in the background.

Delete documents from dossier

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.

Perform OCR on documents

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

Disable/re-enable automatic reanalysis

Users assigned to a document as Reviewers or Approvers can disable the automatic reanalysis, perform the reanalysis manually while automatic analysis is disabled, and re-enable the automatic reanalysis.

Import redactions from preview documents

Users can upload preview documents to a document that have previously been created with RedactManager. The redactions contained in the preview document are then imported into RedactManager.

Reset status of documents

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).

Download CSV status report

Users who hold the Reviewer or Approver permission for a dossier can download a dossier's CSV report. This report provides an overview of the documents in a dossier (including metadata) and the respective processing status.

Add manual redactions

Approvers and Dossier Owners can redact text passages manually. Reviewers can only suggest manual redactions. Suggested manual redactions need to be approved by an Approver or the Dossier Owner.

Create a new dictionary entry

Approvers and Dossier Owners can directly add new entries to a dictionary. Reviewers can only suggest new dictionary entries. Suggestions for dictionary entries must be accepted by an approver or the Dossier Owner.

Force redaction

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

Re-categorize images

Users can change the categorization of an image.

Mark redactions as false positives

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

Accept suggested redaction

Reviewers can only suggest redactions. The suggestions must then be accepted by the Dossier Owner or an Approver.

Accept a suggested dictionary entry

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

Suggest dictionary entry

Reviewers can suggest new dictionary entries. Suggested dictionary entries must be accepted by an Approver or the Dossier Owner.

Import Redactions

Users can import redactions from redacted documents into the unredacted version of the document. It is also possible to import redactions that were not created with RedactManager.

Rotate pages

Users can rotate pages according to their needs.

Exclude pages from redaction

Users can exclude pages of a document from redaction.

Compare documents

Users can compare two versions of a document.

Enable/disable annotation tooltips

Users can disable and enable annotation tooltips in the Editor.

Show references for skipped redactions

In the Workload, users can display references for annotations. References provide an overview of connections between annotations.