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RedactManager Documentation

Feature overview

Feature	Description	Roles		Permissions
General & User Menu
		Manager	User	Dossier Owner	Approver	Reviewer
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.

Feature	Description	Roles		Permissions
Home
		Manager	User	Dossier Owner	Approver	Reviewer
Create dossier	Users can create new dossiers.

Feature	Description	Roles		Permissions
Dossier Overview
		Manager	User	Dossier Owner	Approver	Reviewer
Filter dossiers	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 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.
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.
Archive dossier	Users can archive dossiers that have already been submitted. That makes it easier to keep track of active dossiers. Archived dossiers can no longer be edited and cannot be restored. However, users can still access and read.
Download a dossier	Users can download the redacted documents as part of the download package that also contains the redaction reports.
Edit dossier	Users can edit the properties and settings of a dossier.
Configure download package	Users can select the document types they want to be included in their download package, and decide whether they want to add a watermark to the preview and/or the redacted documents.
Add Dossier Members	Users with the Manager role can add new members to a dossier.

Feature	Description	Roles		Permissions
Dossier
		Manager	User	Dossier Owner	Approver	Reviewer
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.
Set dossier state	Dossier Owners can change the dossier state to the state that fits their internal dossier lifecycle. The dossier states can be defined by the Admin.
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.

Feature	Description	Roles		Permissions
Editor
		Manager	User	Dossier Owner	Approver	Reviewer
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.
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.
Accept a suggested dictionary entry	Dictionary entries suggested by the Reviewer must be accepted by the Dossier Owner or an Approver.
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.
Force redaction	In the case of skipped redactions, the redaction can also be forced manually afterwards.
Show references for skipped redactions	In the Workload, users can display references for annotations. References provide an overview of connections between annotations.
Convert earmarks into redactions	RedactManager recognizes colored markings and highlights (earmarks) that were inserted into the document with a text editing program before creating the PDF. Users can convert earmarks into redactions or remove them in the Earmarks view.
Accept suggested redaction	Reviewers can only suggest redactions. The suggestions must then 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.
Re-categorize images	Users can change the categorization of an image.
Resize redaction	Users can change the size of redactions. In case of dictionary-based redactions they can decide whether to add the new value to the dictionary.
Compare documents	Users can compare two versions of a document.
Enable/disable annotation tooltips	Users can disable and enable annotation tooltips in the Editor.
Exclude pages from redaction	Users can exclude pages of a document from redaction.
Filter document pages	Users can filter for pages with certain types of annotations, unseen pages, pages with manual changes, and pages without annotations.
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.

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