Dossier
Dossier
Documents are grouped into dossiers in RedactManager. A dossier usually contains several related documents.
User Interface
Dossiers are organized as follows:
Dossier
Dossier features
Document list
Document features
Filters
Quick filters
Bulk selection features
Dashboard
Document list
The document list is displayed on the left of the dossier. It shows all the documents that have been uploaded to the dossier.
The documents are displayed as a list by default (list view). You can also view the documents sorted by document status. For further information, please see Workflow view.
When you hover over a list entry, the document features will be displayed on the right. For further information, please see Document features.
You can open a document from the list by clicking on the respective list entry.
Information on documents
The columns of the document list show the following information (from left to right):
Dossier list entry
Name: document title and the following metadata: number of pages; number of pages excluded from analysis, date of the OCR conversion.
Added: date and time of the document upload.
Last modified: date and time of the last modifications.
Good to know:
Last modified also takes into account the automatic reanalyses.
File attributes: (can comprise more than one column) file attributes the admin decided to display in the file list.
File attribute (only one file attribute column in this case)
Hover over the file attribute column or the primary attribute below the document name, click Edit
, enter or edit the file attribute value, and confirm by pressing Enter or clicking the checkmark.
"Edit file attribute" button
Depending on the rule set (dossier template configuration in the admin settings), certain file attribute values may trigger certain rules. RedactManager might therefore start a reanalysis if you enter or edit a file attribute value. Files are usually set to read-only during reanalysis, but you can still edit further file attributes during the reanalysis.
Access the Document info in the Editor to enter the values of the 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: This column provides an overview of the workload indicators in the dossier documents. A document may contain several workload indicators, e.g. redactions and hints.
“A” (red square*)—Analysis pending:
The document have not yet gone through automatic reanalysis. A reanalysis is carried out in case the rule sets or the dictionaries have been modified.
“R” (gray square*)—Redacted:
The document contains redactions.
“H” (magenta circle*)—Hints only:
The document contains hints only (no redactions have been generated). Hints draw the user's attention to specific content. For example, if RedactManager recognizes published information in the document, the author's name will not be redacted but RedactManager generates a hint to explain the reason for non-redaction.
"I" (light blue circle)—Images: The document contains images that have not been redacted according to the rules. For example, if a document is a scanned PDF file, RedactManager may recognize the scanned image and categorize it as not to be redacted.
The colors are the default colors. Admins can change the color settings.
Assigned to: initials of the dossier member that was assigned to the document.
Pages: number of pages in the document
Status: status of the document. Documents can have the following statuses.
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 and is reviewing the document and the automatic redactions.
Under approval:
The reviewer has forwarded the document to the approver who is now checking it according to the 4-eyes principle 2-step approval.
Approved:
The approver has given final approval to the document. The Redacted PDF version of the document can be downloaded.
You can choose whether to display the documents in the list view (default) or in the workflow view.
The Workflow view sorts the documents according to their status: New, Under review, Under approval, Approved.
You can find the workflow button in the View as section next to the document features.
Workflow view
The dashboard is located to the right of the document list.
It shows the dossier owner and the dossier members, and a pie chart reflecting the number of documents in each document status.
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 cart, you can switch between the document- and page-based view of the dossier statistics.
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.
Click on one or more categories to filter the document list according to the respective category. Click again or click Reset to clear the filters.
Document state filter
Below the pie chart, you can see the document status processing bar(s). You can also filter the documents by these categories.
Filter by document processing status
The lower half of the dashboard shows the dossier details.
Lower half of the dashboard
Dossier dictionary:
Opens the Dossier dictionary tab in the "Edit dossier" dialog.
For further information, please see Edit Dossier: dictionaries.
Custom Attributes:
Expands the dossier attributes list.
If you click on one of the dossier attributes, you will jump to the Dossier attributes tab in the "Edit dossier" dialog. Only the dossier owner can edit the file attribute values. For further information, please see Edit Dossier: dossier attributes.