User menu and account
"User menu" button
Go to User Menu (your name) in the upper right corner.
A drop-down menu opens.
Good to know:
The options 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.
Go to My Profile to change your e-mail address, first and last name, and password.
My Profile
Your new password must be at least 8 characters long and contain at least:
1 uppercase letter
1 lowercase letter
1 number
1 special character
Good to know:
The last three passwords must not be reused.
You may not use your username or email address as your password.
Go to Notifications to define which events you want to be notified about.
You can also turn on/off in-app notifications.
In-app notifications
Go to Preferences to set your filter and preview preferences.
Preferences
Auto-expand filters on my actions:
Turn on this toggle to auto-expand the workload filter if the type of an annotation changes due to an action and the new annotation type is currently hidden in the annotation list due to the filters that have been set.
Display suggestions in document preview:
Turn on this toggle to include suggestions in the Preview. RedactManager will highlight the suggestions in the suggestion color defined by the Admin.
Good to know:
RedactManager includes suggestions by default in the Preview PDF of the download package and highlights them in the preview color defined by the Admin.
For further information on the download package, please see Edit dossier: Download Package
Go to Prompts and Dialogs to set your "Do not show again" options.
Some RedactManager dialogs offer a Do not show again option. The Prompts and Dialogs tab lists the respective dialogs. If you select the option in a dialog, it will be selected in this tab. You can also go to the tab to select the option.
If you want to disable the option again, you can do that via the tab.
 |
Prompts and Dialogs Settings
Users with the Manager role will find the Settings option in the user menu. (Users with the User role will not.)
The Settings section lists the dossier templates. The dossier templates 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.
Dossier templates
Click on a dossier template to open it.
Go to the tabs 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 Info tab provides general information about the dossier template.
Dossier template info
The entities contain the dictionaries that define what will be redacted. You can see them in the Entities tab.
"Dictionaries" dialog in a dossier template
Click on an entity to open it: Go to the Info, the Dictionary, the False Positive, or the False Recommendations tab in the navigation on the left.
The Info tab shows general information about the entity.
The Dictionary tab contains the entity's dictionary.
Dictionary
The False Positive and the False Recommendations tabs contain dictionaries, too—the dictionary that stores results marked as false positives, and the dictionary that stores results marked as false recommendations.
Download any dictionary as a text file by clicking the download button 
in the respective tab.
How to compare dictionaries:
All three dictionary tabs allow you to compare dictionaries.
Select the Compare checkbox in the bar above the dictionary entries (next to the search bar).
That will enable the first drop-down menu.
Select the dossier template containing the dictionary you want to compare to the current dictionary.
That will enable the second drop-down menu.
Next, select the dictionary you want to compare to from the second drop-down menu.
The selected comparison dictionary appears to the right of the current or active dictionary. Entries 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.
Comparison of two dictionaries
The Dossier States tab shows the internal dossier lifecycle defined by the Admin. The Dossier Owner can change the dossier state in "Edit dossier: Dossier Info".
Dossier states
The My Downloads section of the user menu contains the generated download packages.
How to download or delete a download package:
The Download and the Delete buttons appear on the right when you hover over the list of download packages.
Click Download
to download the respective package to your computer or click Trash 
to delete it.
Please see Download a dossier to learn how to generate a download package.
My Downloads
Click Trash in the user menu to view the deleted documents and dossiers.
Users with the Manager role can restore deleted dossiers and documents. Documents can be restored for 96 hours by default. Dossiers and documents will be deleted permanently once this period has expired. (Admins can set a custom retention period if required.)
Deleted dossiers in Trash
When you hover over the list of deleted dossiers and documents, the Restore and the Delete buttons appear.
Click Restore 
to restore a deleted dossier or document.
Click Delete 
to permanently delete a dossier or document, and confirm that you want to delete the respective item permanently.
 |
"Delete dossier" dialog
If your company has more than one workspace, you can change the workspace you are working in.
Click Switch Workspace and enter the workspace you want to access.
Please see Login for further information.
Switch workspace
Select Logout to log out at the end of your session.