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RedactManager Documentation

User menu and account

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User menu

In the top-right corner of the page, you will find your user menu.

When you click on your name, a drop-down menu opens.

Good to know:

The features available in the drop-down menu depend on the permissions you have been granted.

The drop-down offers the following options:

Select Account to view and edit your profile and preferences.

Users with the Manager role will find the Settings option in the user menu. The Settings are not displayed to users with the User role.

The Settings section lists the dossier templates. They contain the dictionaries and rules based on which RedactManager anonymizes the dossier documents that apply the respective template.

Good to know:

Only Admins can edit the dossier templates.

Users with the Manager role have read-only permission.

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Dossier templates in Settings

Click on a dossier template to open it.

Inside a dossier template: Use the navigation menu on the left to view the dossier template's dictionaries, file attributes, dossier attributes, and report templates.

Only the most important tabs of the dossier template are described below:

The My Downloads section of the user menu contains the generated download packages.

How to download or delete a download package:

  1. The Download and the Delete icon appear on the right if you hover over the list of download packages.

  2. Click the Download icon download_dark.svg to download the respective package to your computer or click the Trash icon trash.svg to delete it.

Check the Download a dossier section of this manual to find out how do generate a download package.

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My Downloads

Click Trash in the user menu to view a list of deleted dossiers and documents.

Users with the Manager role can restore deleted dossiers and documents. Items can only be restored for 96 hours after deletion. After this period, they will automatically be deleted permanently.

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Deleted dossiers in Trash

If you hover over the list of deleted dossiers and documents, the Restore and the Delete icons appear.

Click the Restore icon back-to-review_BG_2x.png to restore a deleted dossier or document.

Click the Delete-Icon delete_BG_2x.png to permanently delete a dossier or document, and confirm that you want to permanently delete the respective item.

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"Delete dossier" dialog

Click Logout to log out at the end of your session.