Features and actions in the Dossier Overview
You are in the Dossier Overview.
What can you do here?
You are in a templates Dossier Overview.
Click the New Dossier button.
The "Create dossier" dialog opens.
Learn how to create a dossier here.
Good to know:
Only users with the Manager role can edit dossiers.
You are in the dossier list. Move the mouse over the list and stay on the dossier that you want to edit. The Edit icon 
and the Download icon 
appear on the right.
Select the Edit icon to edit the dossier.
The configuration window opens.
On the different sub-pages of the window, you will see the following buttons below:
Save: | Save your selection in the respective area without any further action. |
Save & Close: | Save your selection in the respective area and close the configuration window at the same time. |
Undo: | Undo your changes in the respective area. (Changes, since the last time you saved, are undone.) |
Under Dossier Info, you can change the dossier name, the date for the dossier, and the dossier description.
You can also see which dossier template the dossier is linked to. However, you cannot change the dossier template.
You can enable or disable the watermark on redacted documents and/or preview documents.
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Dossier info
If you are the Dossier Owner, you can change the dossier status via the Dossier State drop-down. In this drop-down, you will find the dossier states that have been created by one of your admins to reflect your internal dossier lifecycle.
In the Dossier Info tab, you can also delete the dossier. It will then be moved to Trash. To do so, click Delete Dossier.
A dialog opens.
Enter "Delete Dossier" in this dialog and confirm.
You can find the deleted dossiers in Trash and restore them within 96 hours if necessary. After this period has expired, the dossier will be permanently deleted.
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Delete dossier
Don't forget to save your changes!
You can also archive a dossier in the Dossier-Info section.
To do so, click Archive dossier.
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Archive dossier
A dialog opens.
Confirm that you want to archive the dossier and all its documents.
Good to know:
Archived dossiers can no longer be edited or restored.
But you can still open and read archived dossiers and their documents.
Don't forget to save your changes!
In the Download Package tab, you can specify which redaction reports and documents should be contained in the dossier download.
Download Package
The following document versions are available:
Optimized PDF
Preview PDF
Delta PDF
Redacted PDF
Delta PDF is only relevant if redactions were imported from another file. It shows the changes that have been made to imported redactions:
Green: imported redactions that were left unedited
Red: imported redactions that have been deleted by the user
Blue: redactions that have been added
The Admin uploads the report templates in the admin area. The available output options are shown here and depend on the Admin's settings.
Watermark application on redacted documents and/or Watermark application on preview documents: If you select the checkboxes next to these options, the redacted documents and/or the preview documents in the download package will be watermarked.
If the admin has defined multiple watermarks for the respective dossier template, you can select the desired watermark from a drop-down menu once you have enabled the watermark option.
Don't forget to save your changes!
Under Dossier Dictionary, you can edit the dossier dictionary.
A separate dossier dictionary is automatically created for each dossier.
You can also access this dictionary via the dossier's dashboard.
As the Dossier Owner, you can edit the Dossier Dictionary, add entries and compare it to other Dossier Dictionaries.
Under what circumstances does it make sense to add entries to the Dossier Dictionary? It is advisable to make entries in the dossier dictionary if a specific redaction is to be made in a dossier that does not apply to other dossiers.
Dossier Dictionary
How to add an entry to the Dossier Dictionary:
Click on the Dossier Dictionary entry in the dashboard.
The Dossier Dictionary window opens (see below).
On the right side of the window, you will see a numbered list with dictionary entries. If no entries have been created yet, an empty gray line is displayed with a 1 in front of it.
Select a dictionary entry to edit it, or click on the empty gray line to create a new entry.
Would you like to add another entry? Press the Enter key.
Another gray line appears.
Confirm your changes by clicking Save or Save & Close.
To compare two dictionaries:
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Comparing the dossier dictionary to other dictionaries
Tick the Compare checkbox in the bar above the dictionary entries.
That will enable the Select Dossier drop-down menu next to the checkbox.
Select the dossier with whose dossier dictionary you want to compare the current dictionary from the drop-down menu.
The selected comparison dictionary appears to the right of the current or active dictionary.
Good to know:
Entries that are only available in the current or active dictionary are highlighted in green in the comparison view.
Entries only available in the comparison dictionary are highlighted in red.
The following applies to the active dictionary (on the left): You can also change and delete entries and add new entries in the comparison view. That works exactly as described above.
It is not possible to edit the comparison dictionary (on the right) in the comparison view.
Click "Info "to view the dictionary display name and the color settings for the markings and annotations that will be generated in the Editor based on this dictionary:
Change the display name of the dictionary
If you are the Dossier Owner, you will see the pen icon here. That means you can edit the window that will open once you click on the pen.
Enter the display name and the hex codes of the colors you want to use.
"Edit Dossier Dictionary" dialog
As the Dossier Owner, you can also enable the Add to dictionary option. That will allow other users to add entries to the dossier dictionary while they are working in the Editor. (They can do so by clicking the Add to dictionary icon and choosing to add their entry to the Dossier Redaction dictionary.)
If the option is disabled, only the Dossier Owner can add entries to the dossier dictionary (by accessing the Dossier Dictionary, but not via the Editor).
Don't forget to save your changes!
In the Members tab, you can change the Dossier Owner, manage the Reviewers and Approvers of the dossier, and add and delete Dossier Members.
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Dossier Members
To add more members:
Enter a name in the search bar or hover your mouse over the user list below the search bar.
Users who are already Dossier Members are highlighted in gray in this list.
If you hover over the name of a non-member, a gray box will appear.
Click on the check mark on the right in the gray box to make the user a Dossier Member. (Click the check mark again to remove the user as a Dossier Member.)
Save your changes.
To make a user an Approver:
Users who are already members of the dossier are highlighted in gray in the user list. On the right, you will see the Make Approver option.
Activate the checkbox to its left to grant the user the Approver authorization.
A tick appears in the control field to confirm.
Then save your selection.
Good to know:
There can be multiple Approvers in a dossier.
Don't forget to save your changes!
Dossier attributes are dossier-specific metadata.
In the Dossier Attributes tab, you can view the dossier attributes and enter values for the dossier attributes.
Which fields do you find there? That depends on which dossier attributes the Admin specified in the linked dossier template.
Under Image Attributes, you can upload templates for dossiers and images - for example, signatures in image format.
Good to know:
Only users with the Dossier Owner permission can enter the values for the dossier attributes.
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Dossier Attributes
In case no attributes have been defined for a dossier, RedactManager informs you that neither text nor image attributes are available for the dossier.
The dossier attributes are also displayed in the dossier dashboard. If you click on the Customize dossier attributes button, a list with the existing dossier attributes opens.
If you click on one of the attributes, the configuration window opens in which you, as the Dossier Owner, can enter the values for the attributes.
Dossier attributes on the dossier dashboard
Don't forget to save your changes!
You are in the Dossier Overview.
If you hover over the dossier list, the Edit and the Download icon appear on the right.
Good to know:
The download icon is only enabled if all documents in the dossier have been approved.
A colored bar in the dossier list indicates the status of the documents.
Click here to find out more about the different document statuses.
Click the Download icon in the dossier list
to generate the download package for your dossier.The download package configuration window opens.
Select the documents you want to include in your download package. You can also define the color of the redaction markings in preview PDF documents, and select a watermark. Next, click Continue.
RedactManager informs you that your download package has been added to the queue.
The notification contains a link to the My Downloads section in your user account. You will find all your download packages there.
My Downloads
Access My Downloads via the link in the download notification or via your user menu.
A list of all your downloads—including names, sizes, modification dates, and status—is displayed. If a download package is not yet ready for download, its status is Generating. Once the package is complete and ready for download, its status changes to Ready.
Hover over the download list and click the Download icon
to download a package.The download package is downloaded as a zip file.
Extract the zip file to the desired storage folder.
Good to know:
For data protection reasons, RedactManager automatically removes all comments included in the source file from the final file.
Optional: Click the Trash icon in My Downloads
to delete a download package.
The bulk selection allows you to select and delete several download packages. To use bulk selection, click on the circles to the left of the respective download packages.
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Bulk selection for download packages
You will find a selection of filters in the bar above the dossier list.
If you select one of the filters with a left-click, a drop-down menu opens with the respective filter options.
Check the box next to the appropriate option in the drop-down menu to filter the Dossiers by that option.
If a filter is activated, only the relevant dossiers are displayed. Dossiers that do not fall under the selection are hidden.
Dossier filters
You can choose from the following filter categories and activate several filters at the same time:
Status
Dossier members
Workload (filter by workload indicators)
Dossier Templates
Dossier Name (includes a search bar)
Filter by dossier name
You can delete a selected filter by deactivating the corresponding check box in the drop-down menu.
If you want to reset all selected filters, you can also click the Reset option that appears in the filter bar.
Activated filters remain active until they are deleted, or the page is reloaded.
You can find the following quick filter on top of the status column of the dossier list:
My Dossiers: This filter displays only the dossiers of which you are the Dossier Owner. The filter remains enabled until you reset it.
Whether dossiers are displayed to you even if you are not a dossier member depends on the settings made by the Admin.