Features and actions in dossiers
The following features and actions are available in dossiers:
The dossier features allow you to configure and manage your dossier. You find them in the upper right corner (below the user menu).
"Dossier features" buttons
Edit
:Open the "Edit Dossier" dialog. The configurable settings in this dialog vary depending on your role and permissions. You may have read-only permission for some tabs.
For further information on the Edit Dossier features, please see Edit Dossier.
Download
:Download the dossier. You need the Dossier Owner or the Approver permission; the button will otherwise be disabled.
If you download an unapproved document while a reanalysis is in progress, your download package may correspond to an older editing state. If you download an unapproved document, the prefix "UNAPPROVED" will be added to the file name in the download package. It is not possible to download the Redacted PDF version of unapproved files.
Download CSV status report
:Download the CSV status report.
The CSV status report provides an overview of the documents in the dossier (including metadata) and the respective processing status.
You can customize your CSV status report template according to your needs.
Upload Documents
:Upload documents into your dossier.
For further information on uploading documents, please see Document upload.
Close View
:Close the dossier. You will be returned to the respective Dossier Template.
Once you have created a new dossier, you can upload documents.
"Document upload" button
Click Upload Document.
Select the files that you want to upload from the file dialog. Start the upload by clicking Open.
You can also drag and drop files into the document list (list and workflow view).
An upload tray appears in the bottom right corner (in minimized view). You can expand it to monitor the progress of the upload and cancel individual uploads if necessary.
The initial analysis of a file is automatically triggered once its upload is completed.
The tray will show a warning message in case your upload fails (e. g. if the file size limit is exceeded).
Document upload (minimized upload tray)
Document upload (expanded upload tray)
Good to know:
Import of redactions: You can also upload files created with RedactManager that already contain redactions. When you upload a preview document from a former download package, the contained redactions will be labeled as Imported redactions in the Editor.
If you re-upload a file that has already been uploaded, you will be asked whether you want to keep the manual changes that have been made in the meantime.
Files are uploaded by size—starting with the smallest file. You can start editing the first document while the remaining documents are still being uploaded.
You can filter processed and processing files by clicking on the progress bar of the respective category in the Dashboard.
Processed/Processing filters
The upload is canceled if you close the browser window or reload the page during upload.
The document features allow you to manage the dossier documents.
Hover over the document list and pause on a document. The buttons of the available document features appear on the right. Click on one of the buttons:
"Document features" buttons
Delete file
: Delete the document.
Assign Reviewer/Approver
: Define a Reviewer or Approver or change the Reviewer or Approver (depending on the document status).
Assign to Me
: Assign yourself as the Reviewer of the document.
Import redactions from another file
: Import the redactions from a redacted version of the source document.
You can import all redactions, or specify individual pages or a page range in the upload dialog.
For detailed information on importing redactions, please see import redactions.
Download
: Download the document. You need the Dossier Owner or the Approver permission; the button will otherwise be disabled.
If you download an unapproved document while a reanalysis is in progress, your download package may correspond to an older editing state.
If you download an unapproved document, the "UNAPPROVED" prefix will be added to the file name in the download package. It is not possible to download the Redacted PDF version of unapproved documents.
Back to New
(or back to the previous status):Change the status of the document back to New.
The Approval and Revert Approval buttons allow you to change the status of a document. The current document status determines which features will be displayed:
The document has the Under Review status:
Click For Approval
to change the status from Under Review to Under Approval.This feature is only available if you are assigned to the document.
Document with the Under Approval status:
Click Approve
to change the status from Under Approval to Approved.Good to know:
When you set a document to Approved, RedactManager may notify you of unseen changes and ask if you still want to approve the document.
What does "unseen changes" mean in this context?
Adding entries to the dictionary or removing entries from the dictionary can lead to changes on pages you have already worked on, or documents other users are working on.
The application recognizes if there has been a change on a page that you have already seen. If you want to approve the document, you will be warned that there are still unseen changes.
You can review these changes in the Editor's Delta view. It shows the redactions that have been added/removed on pages you have already seen.
Change the document back to the previous status:
Click Revert
to change the document status back to the previous status once you have marked the document as reviewed or approved.A dialog opens, and you can select the Reviewer or Approver for the document.
For further information on document approval, please see 2-step approval process.
Stop auto-analysis
: Disable the automatic reanalysis of the document to exclude the document from future redaction runs and analyses.
Click Start re-analysis
to manually start a single reanalysis run while auto-analysis is disabled, and click Enable auto-analysis 
to re-enable the automatic reanalysis. Both buttons appear once you have disabled the auto-analysis.OCR
:Perform automatic text recognition on the document. We highly recommend OCRing scanned documents with RedactManager (and not using any other tool) to ensure that the text is correctly recognized and redacted.
If you start OCR for a document that contains manual changes, those changes may be lost.
The feature is no longer available if the text has already been OCRed by RedactManager.
RedactManager automatically removes hidden text (invisible text) during the OCR processing.
Disable redaction toggle
: Turn off/on redactions for the document. No redactions will be displayed, and you cannot add manual redactions.
The workflow view for dossiers is available in addition to the default list view. It sorts the documents by status.
Open the workflow view by clicking the Workflow button.
"Workflow view" button
You can change the status of a document in the workflow view by dragging and dropping it into the respective status column.
When you move a document, you are automatically assigned as the Reviewer or Approver. (Prerequisite: You have the respective permission.)
The following applies to dossiers with multiple Approvers: If you do not possess the Approver permission and move a document from Under Review to Under Approval, you must select an Approver from the "Manage File Approver" dialog.
The following applies to dossiers with only one possible Approver: The Approver is automatically assigned to the document when it is moved to the respective status.
Workflow view
Upload
: (available in the New column)Upload documents to the dossier.
Delete
: (New column) Delete the document.
Assign User
: (Under Review and Under Approval columns)Assign a Reviewer or Approver to the document.
Import redactions from another file
: (Under Review and Under Approval columns)Import redactions from a redacted version of the document.
Stop auto-analysis
: (Under Review and Under Approval columns)Disable the automatic reanalysis of the document to exclude the document from future redaction runs and analyses.
Click Start re-analysis
to manually start a single reanalysis run while auto-analysis is disabled, and click Start auto-analysis to re-enable automatic reanalysis. Both buttons appear once you have disabled the auto-analysis.OCR
: (New, Under Review, and Under Approval columns)Perform automatic text recognition on the document. We highly recommend OCRing scanned documents with RedactManager (and not using any other tool) to ensure that the text is correctly recognized and redacted.
If you start OCR for a document that contains manual changes, those changes may be lost.
The feature is no longer available if the text has already been OCRed by RedactManager.
RedactManager automatically removes previously existing hidden text (invisible text) during OCR to avoid potential data protection issues.
Disable redactions toggle
: (New, Under Review, and Under Approval columns) Turn off/on redactions for the document. No redactions will be displayed, and you cannot add manual redactions.
Download
: (Approved column) Download the document. You need the Dossier Owner or the Approver permission; the button will otherwise be disabled.
If you download an unapproved document while a reanalysis is in progress, your download package may correspond to an older editing state.
If you download an unapproved document, the prefix "UNAPPROVED" will be added to the file name in the download package. It is not possible to download the Redacted PDF version of unapproved documents.
By clicking on "Select" in the column header, you enable the bulk selection for the respective column. Next, select multiple documents from the respective column to delete them, assign them to a user, download them, etc. in bulk.
Bulk selection in workflow view
There is a filter bar above the document list (list view).
Filter documents
A drop-down menu opens when you click on a filter.
Filter by document name
To select a filter, check the box next to the respective filter option(s) in the drop-down menu.
If you have selected a filter, you can delete it by unchecking the respective checkbox in the drop-down menu.
If you want to reset all selected filters, click Reset in the filter bar. The button appears when you enable a filter.
Enabled filters remain active until you reset or refresh the page.