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RedactManager Documentation

Feature overview

Feature	Description	Roles		Permissions
General & User Menu
		Manager	User	Dossier Owner	Approver	Reviewer
Download report templates	Managers can download report templates via the user menu and profile. Only Admins can upload and edit report templates.
Help Mode	The Help Mode is available to users at all user interface levels. You can enable it to read about individual user interface elements in the User Manual.
Notifications	Users can be informed about current events that affect them as a user.
Change name/password	Users can change their name and password in their user accounts.
Search the entire application	Users can search active documents or all documents they have access to.

Feature	Description	Roles		Permissions
Home
		Manager	User	Dossier Owner	Approver	Reviewer
Create dossier	Users can create new dossiers.

Feature	Description	Roles		Permissions
Dossier Template
		Manager	User	Dossier Owner	Approver	Reviewer
Filter dossiers	Dossiers can be filtered by all properties displayed in the dossier list. In addition, there is also the "Dossier Owner" quick filter, which only displays the dossiers the user has been assigned to as the Dossier Owner. The "Dossier Member" quick filter only displays the dossiers the user has been added to as a member.
Edit dossier attributes	Managers and Dossier Owners can enter values for the dossier attributes defined by the Admin.
Restore deleted documents	Managers can restore deleted documents within 96 hours. After this period, the documents will be deleted permanently. (96 hours is the default value; Admins can change it.)
Edit, delete, or add dictionary entry	RedactManager automatically creates a dossier dictionary for each dossier. Managers and Dossier Owners can access it. Only the Dossier Owner can create new entries. New entries are useful if specific redactions are to be made in a dossier that does not apply to other dossiers.
Automatic reanalysis of dossiers	RedactManager continuously monitors whether a dossier requires reanalysis due to changes to a dossier template, the dictionaries, and the rules defined for a dossier. The reanalysis is carried out automatically in the background. A dossier can only be changed to the Under Approval status if it has been analyzed based on the latest configuration of the dossier template, dictionaries, and rules.
Assign Dossier Owner	The Dossier Owner can be changed in the Dashboard and in the Edit Dossierdialog.
Delete dossier	The Dossier Owner can delete a dossier.
Download redaction reports	The download package is configured when creating and/or downloading a dossier. The user defines which redaction reports will be included in the download package etc.
Archive dossier	Users can archive dossiers that have already been submitted. That makes it easier to keep track of active dossiers. Archived dossiers can no longer be edited and cannot be restored. However, users can still access and read.
Download a dossier	Users can download the dossier download package containing the redacted documents and the redaction reports.
Edit dossier	Users can edit the properties and settings of a dossier.
Configure download package	Users can select the document types they want to be included in their download package, and decide whether they want to add a watermark to the preview and/or the redacted documents.
Add Dossier Members	Users with the Manager role can add new members to a dossier.

Feature	Description	Roles		Permissions
Dossier
		Manager	User	Dossier Owner	Approver	Reviewer
Upload document to a dossier	All documents must be uploaded to a Dossier. Otherwise, you will not be able to process and edit them. Max. file size: 200 MB. knecon-hosted (SaaS) infrastructure: 200 MB is a hard limit at which data security can still be ensured. If you host on-premises, you can ask your operators to increase this limit.
Assign yourself as Reviewer	Dossier members can assign themselves as the Reviewer of a document if no Reviewer has been assigned yet. Users with the Manager role and/or the Dossier Owner permission can change the Reviewer of a document and assign themselves as a Reviewer.
Set dossier state	Dossier Owners can change the dossier state to the state that fits their internal dossier lifecycle. The dossier states can be defined by the Admin.
Assign Reviewer	Only users with the Manager role can assign other users as Reviewers.
Filter documents	The document list offers different filters and quick filters.
Assign Approver	There can be multiple Approvers in each dossier. When you assign an Approver to a document, you can choose from the dossier members with Approver rights.
Download redacted documents	The Redacted PDF version can be downloaded only for documents in theApproved status.
Automatic reanalysis of documents	The system monitors each document to define if a reanalysis is required due to changes to the dossier template, the dictionaries, the rule set. The reanalysis is carried out automatically in the background. It can also be triggered manually. A document can only be moved to the Under approval status if it has been analyzed based on the latest configuration of the dossier template, dictionaries, and rule sets.
Delete documents from a dossier	This feature is only available for documents not yet assigned a Reviewer. If a Reviewer is assigned, the Reviewer may always delete the document.
Disable/re-enable automatic reanalysis	Users assigned to a document as Reviewers or Approvers can disable the automatic reanalysis, perform the reanalysis manually while automatic analysis is disabled, and re-enable the automatic reanalysis.
Import redactions from preview documents	Users can upload preview documents that have previously been created with RedactManager. The redactions contained in the preview document are then imported into RedactManager.
Reset status of documents	Users who are Dossier Owners or Approvers in a dossier can reset the status of a document (from In Approval to In Review or from Approved to In Approval).
Download CSV status report	Users who hold the Reviewer or Approver permission for a dossier can download a dossier's CSV report. This report provides an overview of the dossier documents (including metadata) and their processing status.
Perform OCR on documents	You can perform OCR (automatic text recognition) on documents. RedactManager automatically removes hidden text during OCR. Once the document has been OCRed, only the recognized text remains.

Feature	Description	Roles		Permissions
Editor
		Manager	User	Dossier Owner	Approver	Reviewer
Create a new dictionary entry	Approvers and Dossier Owners can directly add new entries to a dictionary. Reviewers can only suggest new dictionary entries. An Approver or the Dossier Owner must approve their suggestions.
Add manual redactions	Approvers and Dossier Owners can redact text passages manually. Reviewers can only suggest manual redactions. An Approver or the Dossier Owner must approve their suggestions.
Mark redactions as false positives	If an automatically generated redaction is wrong, you can mark it as false positive by clicking the false positive button. It will be noted in the dictionary that the corresponding term should not be redacted.
Show references for skipped redactions	In the Workload, users can display references for annotations. References show connections between annotations.
Convert earmarks into redactions	RedactManager recognizes colored markings and highlights (earmarks) that were inserted into the document with a text editing program before creating the PDF. Users can convert earmarks into redactions or remove them in the Earmarks view.
Accept a suggested dictionary entry	Reviewers can only suggest new dictionary entries. The Dossier Owner or an Approver can accept or reject the suggestions.
Accept suggested redaction	Reviewers can only suggest redactions. The Dossier Owner or an Approver can accept or reject the suggestions.
Suggest dictionary entry	Reviewers can suggest new dictionary entries. The respective item will only be redacted if an Approver or the Dossier Owner accepts the redaction.
Force redaction	The redaction can be forced manually in case of skipped redactions.
Re-categorize images	Users can change the categorization of an image.
Resize redaction	Users can change the size of redactions. In the case of dictionary-based redactions, users can decide whether the new value will be added to the dictionary.
Compare documents	Users can compare two versions of a document.
Enable/disable annotation tooltips	Users can disable and enable annotation tooltips in the Editor.
Exclude pages from redaction	Users can exclude pages of a document from redaction.
Filter document pages	Users can filter for pages with certain types of annotations, unseen pages, pages with manual changes, and pages without annotations.
Import redactions	Users can import redactions from redacted documents into the unredacted version of the document. It is also possible to import redactions that were not created with RedactManager.
Rotate pages	Users can rotate the pages in the Editor.

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