Features and actions in the Dossier Overview
The following features and actions are available in the Dossier Overview:
You are in a template's Dossier Overview.
Click the New Dossier button.
The "Create dossier" dialog opens.
Learn how to create a dossier here.
You will find a selection of filters in the bar above the dossier list.
Dossier filters
If you select one of the filters with a left-click, a drop-down menu with the respective filter options opens.
Filter by dossier name
Check the box next to the respective option(s) in the drop-down menu to filter the dossiers accordingly.
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 filters on top of the status column of the dossier list:
Filter by dossier membership and dossier ownership
Dossier Owner: This filter displays only the dossiers of which you are the Dossier Owner. The filter remains enabled until you reset it.
Dossier Member: This filter displays only the dossiers of which you are a member. 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.
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:
Only the Dossier Owner and Approvers can download dossiers (and documents).
The Download icon will be enabled once the initial analysis has taken place.
If you download an unapproved document/dossier while a reanalysis is in progress, your download package may correspond to the previous editing state (prior to reanalysis).
If you download unapproved documents, the prefix "UNAPPROVED" will be added to the file names in the download package. It is not possible to download the Redacted PDF version of unapproved files.
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.
Download options
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 Download.
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.
On configuring the download package, please see Edit dossier: Download Package
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 contained 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.
Bulk selection for download packages
You can change the settings and properties of a dossier in the "Edit Dossier" window.
Good to know:
Only users with the Manager role can open the "Edit Dossiers" window.
Hover over the dossier list in a Dossier Overview.
Stop at a dossier and select the Edit icon that appears on the right.
The "Edit Dossier" window opens.
In the Dossier Info tab, you can change the dossier name, the dossier template, the dossier description, and the due date of the dossier. You can also delete the dossier.
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Dossier info
If you are the Dossier Owner, you can archive the dossier and change the dossier status via the Dossier State drop-down. In the drop-down, you can choose from the dossier states that your Admin has created to mirror your internal dossier lifecycle.
In the Dossier Info tab of the Edit Dossier window, you can delete the dossier and move it to the trash.
To do so, click Delete dossier.
A dialog opens.
Enter "Delete Dossier" 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.
As the Dossier Owner, you can archive the dossier in the Dossier Info tab of the Edit dossier window.
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 download archived dossiers and their documents.
In the Download Package tab, you can specify the redaction report and document types you want to include shall be part of the dossier download.
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Download Package
Report types:
The Admin uploads the report templates in the admin area. The available options shown in this tab depend on the settings and uploads made by the Admin.
Document versions:
The following document versions are available:
Optimized PDF
Uploaded PDF documents are automatically optimized in their PDF structure and file size. If OCR was applied, the recognized text is also included.
Preview PDF:
Shows the redactions and suggestions (highlighted in the preview color).
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
Redacted PDF (approved documents only):
The Redacted PDF is the final anonymized document: the sensitive information has been removed and replaced by a box. The Admin can define the color of the box (Applied Redaction Color).
You can only download the Redacted PDF of approved documents.
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 at the end.
Good to know:
It is also possible to (re-)configure the download package after clicking the download button to download a document or a dossier.
RedactManager automatically creates a dossier dictionary for each dossier.
You can access the dossier dictionary and compare it to other dictionaries.
As the Dossier Owner, you can also add entries.
Use case: You want terms to be redacted in the respective dossier only but not in other dossiers using the same dossier template.
The Dossier Dictionary tab in the "Edit Dossier" window shows a numbered list of dictionary entries. If the dictionary has no entries yet, an empty gray line is displayed.
Dossier Dictionary
Tick the Compare checkbox in the upper right.
That will enable the Select Dossier drop-down menu next to the checkbox.
Comparing the dossier dictionary to other dictionaries
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.
As the Dossier Owner you can change the dictionary display name and the color settings for the markings and annotations that will be generated in the Editor based on this dictionary.
To do so, click the Edit icon . (If you are not the Dossier Owner, you will see the Info icon here. That means you can only view but not edit the display name and the color settings.)
Change the display name of the dictionary
Enter the display name and the hex codes of the colors you want to use.
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"Edit Dossier Dictionary" dialog
As the Dossier-Owner, you can also enable Add to dictionary. 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.)
Enable 'Add to 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.
Dossier Members
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 attributes do you find there? That depends on which dossier attributes the Admin specified in the linked dossier template.
In the Image Attributes section on the right, you can upload images - for example, signatures in image format.
Good to know:
Only users with the Dossier Owner permission can enter the dossier attributes values.
Dossier Attributes
Don't forget to save your changes.