RedactManager Documentation

When you set up RedactManager, you received a URL. Enter it into your browser. The RedactManager login window will open. Enter your username and password and click Login. For further information, please see Login.

You can change your password under Settings in the user account. Users with the Manager role can change their passwords on their own. Users with the Admin and User Admin roles can change their own passwords and other users' passwords.

Another Admin or user Admin needs to assign you the Admin or User Admin role. Admins can change the users' roles in the User Management area and assign new roles to users. For further information, please see User Management.

An Admin has administrator rights for the entire application.

A User Admin only possesses admin rights for the User Management area. For further information, please see Roles and Permissions.

Yes, there can be more than one Admin. The Admin role can be assigned to multiple users.

You need the User Admin or Admin role. Acess the User Management section and click Create new user. To edit an existing user, please click Edit user. For further information, please see User Management. You need the User Admin or Admin role. Acess the User Management section and click create a new user. To edit an existing user, please click edit user. For further information, please see User Management.

As an Admin, you can access the User Management section and assign yourself the Manager role. Users holding the User role depend on an Admin to assign them the Manager role. For further information, please see User Management.As an Admin, you can access the User Management and assign yourself the Manager role. Users holding the User role depend on an Admin to assign them the Manager role. For further information, please see User Management .

So far, only the manufacturer can create dossier templates. If you need a new template, please contact your representative. For further information, please see Dossier Templates.

You can edit dossier templates in the Dossier Templates section. You need the Admin permission to do so.

This is how it works: Hover over the list of dossier templates and click the Edit icon that appears on the right.

To delete a dossier template, hover over the list of dossier templates and click the Delete icon that appears on the right. For further information, please see Dossier Templates.

Each dossier template contains entities with dictionaries. In order to create and edit a new dictionary, you must first create a new entity. You need the admin permission to do so.

How to create a new entity: Click on the New entity button, and fill in the dialog that opens. Enable the Has dictionary toggle to create an entity with a dictionary.

Open the dictionary to edit it. Click on an entry and press Enter to add a new entry.

Each dossier template has a Default Color section where you can change the color settings. You need the Admin permission to do so.

Click the Edit icon next to the respective annotation or icon type and enter the desired hex color code. For further information, please see Default Colors.

You can use the watermark to protect your documents. The watermark can contain information about the copyright holder, for example. For further information, please see Watermark.

You need the Admin role to do so. You can then edit the watermark in the Watermark section of each dossier template. You can create a watermark for each dossier template.

Change the text as needed and adjust the formatting using the selections. For further information, please see Watermark.

You can create, edit and delete file attributes in the respective section of each dossier template. You need the Admin permission to do so.

To create a new file attribute, click the New Attribute button and complete the dialog that opens.

To edit a justification, click the Edit icon that appears on the right when you hover over the list of justifications. A dialog opens, and you can make the desired changes.

To delete a file attribute, click the delete icon that appears when you hover the mouse over the list of file attributes. See File Attributes

Users can only enter file attributes  for their files if the Admin has created file attributes in the linked dossier template. Each dossier template has a File Attributes section where you can create new file attributes as an Admin. For further information, please see File Attributes.

Reviewers can enable a file attribute for a document in the Document Info area (in the Editor) by inserting a value for the respective file attribute.

Filterable: If you set a file attribute to be filterable, documents in the document list can be filtered by this file attribute.

Displayed in document list: If you set a file attribute to be displayed in the document list, it will be displayed in a separate column in the document list.

Make primary attribute: If you make a file attribute the primary attribute, it will be displayed directly under the document title in the document list. For further information, please see File Attributes.

You can create, edit and delete file attributes in the Dossier Attribute section of each dossier template.

To create a new dossier attribute, click the New Attribute button and complete the dialog that opens.

To edit a dossier attribute, click the Edit icon that appears on the right when you hover over the list of dossier attributes. A dialog opens, and you can make the desired changes.

To delete a dictionary, click the Trash icon hat appears when you hover over the list of dossier attributes. For further information, please see Dossier Attributes.

Users can only enter dossier attributes for their dossiers if the Admin has created dossier attributes in the connected dossier template. Each dossier template has a Dossier Attributes section where you can create new dossier attributes as an Admin. For further information, please see Dossier Attributes.

The Dossier Owner can enable a dossier attribute inside a dossier by entering the respective dossier attribute value.

You can upload report templates in the Report section of each dossier template. You need the admin permission to do so.

To upload a report template, click the Upload icon and select the respective document via your file explorer.

To download a report template, click the download icon that appears on the right when you hover over the list of uploaded templates.

To delete a report template, click the Trash icon that appears when you hover over the dictionary list. For further information, please see Reports.

Justifications can currently only be created by the manufacturer. The manufacturer links the justifications to the stored rules to ensure they are displayed in the right context.

A digital signature allows the recipient of a document to confirm the identity of the signatory and check whether the document has been changed after signing. A digital signature is virtually forgery-proof. For further information, please see Digital Signature.

Digital certificates are issued by certificate authorities that are trusted third-party providers.

Check with your IT department to see if you already have the appropriate certificate. For further information, please see Digital Signature.

When you place a digital signature on a document, the document data and the digital signature's private key are combined to generate a unique value (called a "hash"). When the recipient validates the signature, a second unique hash is generated from the document data and a public key. The sender's hash and the recipient's hash are automatically checked against each other. If both values match, the digital signature is valid and the document has not been modified. For further information, see Digital Signature.

You can upload the certificate under Settings> Digital Signature.

Click the Upload Certificate button and select the certificate via your file explorer. For further information, please see Digital Signature.

You can create new users under Settings > User Management. You need the User Admin oder Admin permission to do so.

Click the New User button and complete the dialog that opens. For further information, please see User Management.

You can only grant a user this right if you are an Admin. Access the User Management section and assign the Manager role to the user. Only Managers can create dossiers.

A user can have multiple roles. For further information, please see User Management.

You need to be Admin or User Admin to do so. Access the User Management section and assign a new role to the user or remove an existing role. Permissions are linked to roles in RedactManager.

A user can have multiple roles. For further information, please see User Management.

You need the Admin permission to do so. Go to Configurations > General Configurations  to change your application environment's display name. If your organization runs multiple RedactManager environments, you can name them differently for better differentiation. For further information, please see Configurations.

You can configure the SMTP server under Configurations.

SMTP (Simple Mail Transfer Protocol) is used for sending emails to registered users. For further information, please see Configurations.