Dossiers: user interface
Dossiers list the contained documents and offer various options for dossier and document management:
Dossier
Filters
Bulk selection features
Document list
Quick filters
Document features
Dossier features
Dashboard
Document list
When you open a dossier, you will see the document list on the left. It contains all the documents that have been uploaded to the dossier.
The documents are displayed as a list (list view) by default.
When you hover over the list and stop on a document, the document features will be displayed on the right:
You can delete the document, change its status (approve it), trigger the OCR (automatic text recognition), and assign a user. (Users can be assigned as the Reviewer or Approver depending on their role and permissions.)
Open a document from the list by clicking on the respective list entry.
Information on documents
Document: title of the document and the following metadata: number of pages; the number of pages excluded from redaction; date of the OCR conversion (if OCR was performed).
Added: date and time of the document upload
Last modified: date and time of the last modifications.
Good to know:
The Last modified also takes into account the automatic reanalyses.
File attributes: The list contains the file attributes that the admin has decided to display in the file list.
Depending on the rule set (dossier template configuration), certain file attribute values may trigger certain rules. RedactManager might therefore start a reanalysis if you enter or edit a file attribute value.
Hover over the file attribute column or the primary attribute below the document name, click Edit
, enter the file attribute value, and confirm by pressing Enter or clicking the checkmark. 
"Edit file attribute" button
Access the Document Info in the Editor to enter the values of file attributes that are not displayed in the file list.
Good to know
CSV file upload:
You can also upload a CSV file containing all the file attribute values for a dossier if your admin has activated the Support CSV Mapping option in the file attribute section. The file attribute values are automatically mapped with the respective dossier documents.
Workload: The Workload column provides an overview of the annotations in the document's workload. (For further information on Workload annotations, please see Workload and Annotation types.)
The column may include several workload indicators (for different roles) for each document:
Analysis pending: The rule sets and/or dictionaries that affect the document have been changed.
The automatic reanalysis of the document has not yet taken place.
Redactions: RedactManager has generated automatic redactions in the document.
Redaction anonymizes terms and items that shall not be published.
Hints only: The document contains only hints and no redactions.
Hints are for information purposes only and do not require any intervention in RedactManager.
Updated: RedactManager has reanalyzed the document applying the latest rules and dictionaries.
Images: RedactManager has found images in the document.
Suggested Redaction: A Reviewer has made redaction suggestions that still have to be confirmed by the Approver.
Assigned to: the Reviewer's/Approver's name. (If a document has not yet been assigned a Reviewer, this column shows Unassigned.)
Pages: total number of pages in a document.
Status: status of the document. Documents can have the following statuses depending on the editing steps that have already been carried out.
New: The document is new and has not yet been edited. No Reviewer has been assigned yet.
Under Review: A Reviewer has been assigned to the document. The Reviewer checks and reviews the automatic redactions generated by RedactManager.
Under Approval: The Reviewer has completed their review, and the Approver is now checking the Reviewer's work.
Approved: The Approver has given final approval to the document.
You can use the bulk selection feature to select multiple documents from the document list and edit them simultaneously. Select the circles in front of the document name to enable bulk selection. On top of the document list, RedactManager shows the actions that can be performed for all selected documents.
Document features displayed when bulk selection is enabled
When bulk selection is enabled, the dossier features are disabled—except for the Upload documents feature.
Dossier features are displayed when bulk selection is enabled
You can choose whether you want the documents displayed as a list (default view) or in columns (Workflow view).
In the Workflow view, the documents are sorted into columns according to their status. (New, Under Review, Under Approval, and Approved).
Workflow view
Documents dashboard
On the right of the dossier page, you can see the dashboard.
The dashboard shows the Dossier Owner and members (dossier members with the Approver role are highlighted in red), the number of documents in the dossier, the number of dossier members, the total number of pages in the dossier, and further information.
Click Change Dossier Owner to change the Dossier Owner.
Click Add 
to add further members to the dossier. For further information on how to add dossier members, please see Edit Dossier: Dossier Members.
By clicking the drop-down menu in the pie chart, you can switch between the document- and page-based view of the dossier statistics.
The page-based view may help you to keep a more realistic overview of the actual progress, since the number of pages may be distributed very unevenly across the different documents.
Switch between document- and page-based view
To the right of the pie chart, you can see the number of documents or pages per status.
Left-click on one or more categories to filter the documents according to these categories. Left-click again or click Reset to clear the filters.
Document state filter
Below the pie chart, you see the document processing status bar(s) and a list of workload indicators. You can also filter the documents by these categories.
Filter by document processing status and workload indicators
The lower half of the dashboard shows the dossier details. Dossier Dictionary and Custom Attributes are clickable.
Dossier Dictionary:
Opens the Dossier Dictionary tab in the "Edit Dossier" dialog. For further information, please see Edit Dossier: Dossier Dictionary.
Custom Attributes:
Expands the dossier attributes list. Click on one of the attributes to jump to the Dossier Attributes tab in the "Edit Dossier" dialog. For further information, please see Edit Dossier: Dossier Attributes.
Dossier attributes in the dossier dashboard