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RedactManager Documentation

Dossier Attributes

Dossier attributes provide additional information about dossiers and complement them. Examples of dossier attributes: dates, free texts, signature scans or logos.

You can create and edit the dossier attributes in the Dossier Attributes section of each dossier template.

What is the purpose of dossier attributes?

Dossier attributes allow you (as Admin) to specify: Which additional information do users need to provide for the dossier linked to the respective dossier template?

The placeholders you see in the list of dossier attributes are generated automatically. You can use them in your report templates, where they serve as placeholders for the attribute values. RedactManager generates the redaction reports during the download of the redacted files. The actual attribute value will automatically replace the placeholder then. (The users enter the attribute value at the dossier level.)

How to get there:

User Menu > Settings > Dossier Templates > select the respective dossier template > File Attributes

Dossier_attributes_in_dossier_template_3_4-en.png

Dossier attributes

What can you do?

Create a new dossier attribute

  1. First, click the New Attribute button.

    The Add New Dossier Attribute dialog opens. Mandatory fields are marked with a red asterisk.

  2. Complete the dialog form. Our guide below will help you.

  3. Save you new attribute.

Guide:

Attribute Type:

Please indicate which format users shall use when entering the dossier attribute. You can choose between Date, Image, Number, and Free Text.

Im Dialog „Neues Dossier-Attribut hinzufügen“ können Sie Ihr Dossier-Attribut benennen und den Typ des Attributs definieren.

"Add New Dossier Attribute" dialog

Edit or delete a dossier attribute

How to edit or delete a dossier attribute:

  1. Hover over the list of dossier attributes and stop on the attribute you would like to edit or delete.

    The Edit and the Trash icons appear on the right.

  2. Click on the Edit icon./

    Click the Trash icon.

    The Edit Dossier Attribute dialog opens. It is similar to the "Add New Dossier Attribute" dialog.

    It also shows the placeholder that can be used for the respective dossier attribute: {{dossier.attribute.YourDossierAttribute}}./

    The attribute is deleted.

  3. Save your changes.

If you want to delete a dossier attribute, click the Trash icon.

Edit_and_delete_dossier_attribute_in_dossier_template_3_4-en.png

Edit or delete dossier attribute

Are you looking for a particular dossier attribute?

Enter the attribute name into the search bar next to the New Attribute button.

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