Edit dossier
The "Edit dossier" dialog allows you to edit the settings and properties of a dossier.
Good to know:
Only users with the manager role can open the "Edit dossiers" dialog.
Hover over the dossier list and click the Edit icon 
that appears on the right.
The "Edit dossier" dialog opens.
"Edit" icon in dossier list
The Dossier info tab allows you to change the dossier name and description, set a due date, and delete the dossier.
"Dossier Info" tab
If you are the dossier owner, you can archive the dossier and change the dossier status via the Dossier state drop-down. The drop-down shows the dossier states your admin created to match your internal dossier lifecycle.
You can delete the dossier (move it to trash) in the Dossier info tab of the "Edit dossier" dialog.
"Delete dossier" button
To do so, click Delete dossier.
A dialog opens.
You will be asked to enter "Delete Dossier" and confirm.
You can find the deleted dossiers in trash and restore them if necessary. The retention time depends on the settings of the admin (default: 96 hours). The dossier will be deleted permanently once the retention time has expired.
Remember to save your changes.
As the dossier owner, you can archive the dossier in the Dossier info tab of the "Edit dossier" dialog.
To do so, click Archive dossier.
"Archive dossier" button
The "Archive" dialog opens.
Confirm that you want to archive the dossier and all its documents.
Good to know:
Archived dossiers can no longer be edited or restored. But you can still open and download archived dossiers and their documents.
The Download package tab allows you to specify the redaction report and document types you want to include in the dossier download.
"Download package" tab
RedactManager creates dictionaries for each dossier that is created. You can access these dictionaries via the "Dictionaries" tab of the "Edit dossier" dialog. The template settings and the admin determine which dictionaries are displayed.
The dictionary entries displayed in this tab originate from the template or the dossier dictionaries.
The terms contained in the To redact section of the dictionary are redacted throughout the dossier (unless they are skipped). The False positives and False recommendations sections contain the terms that have been marked as false positive (including their context) or false recommendation.
Each dictionary represents a redaction reason that will be specified in the redaction reports.
You can add new dictionary entries via the dictionary editor in the tab. For further information, please see How to add an entry to a dictionary. Entries may also be added or removed while you and other team members are editing the document in the editor. The dictionary management and handling runs in the background in this case, and you do not have to worry about it.
"Dictionaries" tab
You can compare dictionaries to the corresponding dictionary in another dossier.
Tick the Compare checkbox in the upper right.
That will enable the Select dossier drop-down menu next to the checkbox.
Comparing the dossier dictionary to other dictionaries
Select the dossier whose dictionary you want to compare to the active dictionary.
The selected comparison dictionary appears to the right of the active dictionary.
RedactManager automatically compares the same dictionary types.
Example: If you choose a false positives dictionary as active dictionary and select a dossier for comparison, RedactManager displays the respective false positives dictionary as comparison dictionary.
Good to know:
Entries that are 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.
The following applies to the active dictionary (on the left): You can also change and delete entries and add new entries in the comparison view. That works exactly as described above: How to add an entry to a dictionary.
The comparison dictionary (on the right) cannot be edited.
In the Dossier Redaction tab, you can create a dictionary only for this dossier, separated from other dictionaries.
You can activate this dictionary for dictionary selection in the add and edit dialogs in the current dossier:
Click on the Edit button beside the dictionary name.
A dialog opens.
Edit "Dossier Redaction" dictionary button
Activate or deactivate the “Available in add/edit dialogs in this dossier” checkmark and save your settings.
"Edit Dossier Redaction" dictionary dialog
Users can now select the Dossier Redaction dictionary in dialogs to add or edit an annotation in this dossier.
The Members tab allows you to change the dossier owner, and add and/or delete dossier members.
"Dossier members" tab
The Dossier attributes tab allows you to view the dossier attributes (dossier-specific metadata) and enter the dossier attribute values.
The admin creates and defines the dossier attributes to be displayed.
You can upload images in the Image attributes section on the right—e.g., signatures in image format.
Good to know:
Only the dossier owner can enter the dossier attribute values.
"Dossier attributes" tab
Remember to save your changes.