RedactManager Documentation

Enter the URL you received from your admin or supervisor. The RedactManager login dialog opens. Enter your username and password and click Login. For further information, please see Login.

You can update your password through your user account.

Users with the manager role can add you as a dossier member. They can also add themselves. See Create a new dossier and Dossier members.

A. You are not assigned to the document.

B. You lack the necessary permission. Only dossier members can edit documents, and only dossier owners and approvers can edit documents with the Under Approval status. For further information, please see Change document status.

To get assigned to a document, you must first become a member of the respective dossier. There are two ways to get assigned:

A. You can assign yourself as reviewer to a document.

B. Another dossier member can assign you.

For further information, please see Assign reviewer/approver / Assign to me.

To be assigned to a document as the approver, you need the approver permission. The dossier owner and managers can grant you the approver permission (e. g. during dossier creation or in the Edit dossier dialog). For further information, please see Dossier members.

When reviewers set a document to Under Approval, they can select an approver given that more than one or more dossier members have the approver permission. If only one user has the approver permission, that user is automatically assigned as the approver.

The document state refers to a single document, the dossier state to an entire dossier.

The document states are predefined in the system as follows and cannot be changed: New, Under Review, Under Approval, or Approved. New: The document is new and unedited. No reviewer has been assigned yet. Under Review: The document is under review by a reviewer. Under Approval: The approver acts as the second pair of eyes. Approved: The approver has completed their work and approved the document. The dossier list and the document list show the document status of the dossier documents. For further information, please see Dossier list and Document list.

The document states are predefined in the system. Admins can define dossier states that reflect the internal dossier lifecycle. The dossier owner can then set the dossier state. For further information, please see Edit dossier: dossier info.

A. You are not assigned to the document.

B. You lack the necessary permission. Only the dossier owner and members with the approver permission can set the status of a document to Approved. See Assign reviewer/approver/ Assign to me and Permissions.

You lack the necessary permission. Only dossier members can be assigned as reviewers to a document.

You can assign yourself as the reviewer. If another reviewer has already been assigned, the respective user will be notified. For further information, please see Assign reviewer/approver/ Assign to me.

A. Did you perhaps activate a filter limiting the number of displayed dossiers? Documents that do not match the filter criteria will not be displayed. For further information, please see Dossier filters.

B. The admin has restricted the dossier permissions to allow only dossier members to see the dossiers.

A filter that limits the number of displayed dossiers is enabled. Documents that do not match the selected filter criteria will not be displayed. For further information, please see Document filters.

A. You lack the dossier owner or the approver permission for the dossier. Only the dossier owner and approvers can download documents and dossiers.

B. The initial analysis has not yet been completed.

Remove a filter by clicking on it again, or click the Reset button. For further information, please see Dossier filters and/or Document filters.

You lack the necessary permissions. Only users with the manager role can become dossier owners and add members to a dossier. See also Dossier members.

Users with the admin or the user admin role can grant you the manager role.

RedactManager automatically adds a digital signature to the redacted PDF documents if a user with the admin role has uploaded the respective certificate.

The watermark option for the redacted PDF documents has been enabled during dossier creation or in the "Edit dossier" dialog. For further information, please see Create new dossier. Only admins can create and edit watermarks.

You used RedactManager without a license or with a trial license only.

A. Use the search bar in the top right corner. For further information, please see Search bar.

B. Use the Document Name filter to filter the document list. For further information, please see Document filters.

Use the search functionality (magnifying glass icon in the PDF feature bar) in the editor. For further information, please see Search document and copy selected text.

Adding/removing redactions to/from a dossier or all dossiers can lead to changes on pages that you have already worked on, as well as documents other users are working on. The application recognizes if a redaction add or removal has led to a change on a page you have already visited. If you want to approve the document, you will be warned that there are still unseen changes. For further information on unseen changes, please see Delta view.

The image will be redacted at all positions in the final document. The PDF structure, in this case, does not contain individual images, but one image that appears in different places. The RedactManager user interface, therefore, only shows one redaction.

Annotations are loaded on demand (pagewise). That allows the application to load the documents faster because not all annotations have to be loaded when opening a document.

The panel view, therefore, only shows the annotations that have already been loaded. If you click on an unvisited page in the thumbnail view, the annotations will be loaded and appear.

Click the Load all annotations button in the panel view to load all annotations at once.

Refreshing the page is equivalent to restarting the app. RedactManager is a single-page web application whose content reloads dynamically (on demand and pagewise).

Example #1: The annotations in the editor's panel/thumbnail view are loaded once you visit the respective page or click on a thumbnail. They will be reset when you refresh the browser.

Example #2: When you are watching the Preview of your document, refreshing the page will return you to the Standard view.

We, therefore, recommend not refreshing the browser.

No, that's not possible.

Only admins can edit the dossier templates.

Users with the manager role can view and download dictionaries in the settings.

Only users with the admin role can edit the dictionaries directly. Other users can add dictionary entries by using the Redact in dossier option of the Redact feature in the editor or in the "Edit dossier: dictionaries" tab.

Users with the manager role can view and download report templates in the Settings section.

Only users with the manager role can edit the report templates.

You can start reviewing a document once you are assigned as the reviewer. Only dossier members can be assigned as the reviewer. As a dossier member, you can be assigned by other dossier members or you can assign yourself to the document. For further information, please see Document features (list view).

The status of a document shows you if the document has already been reviewed. Once the review is completed, the reviewer changes the document's status to Under Approval. The status of documents that have not yet been assigned a reviewer is New. The status of documents that are under review is Under Review.

Click the checkmark icon in the document features (document list or editor). Users with the reviewer permission can change the status of a document from Under Review to Under Approval. Users with the approver permission can change the status of a document from Under Approval to Approved and back. For further information, please see Change document status.

Please check if you are a dossier member yourself. Only dossier members can assign a reviewer to a document. For further information, please see Edit dossier: dossier members.

Select the text passage you want to redact in the document editor, select Redact, and follow the instructions on the screen. You can choose whether to redact the term only at the given position, in the entire dossier or in all active and future dossiers that use the given dossier template.

Only users assigned to the document as the reviewer or the approver can create manual redactions, and only users with the approver permission can apply redactions to all dossiers. You must be a dossier member to get the reviewer or approver permission. For further information, please see Add manual redactions and hints.

The reanalysis of a document is triggered automatically and carried out in the background unless you have deactivated the auto-analysis. If the auto-analysis is disabled, you can run the reanalysis manually, or restart the auto-analysis. For further information, please see Stop auto-analysis.

As a manager, you can restore a deleted dossier via the Restore feature in the trash. The default retention time is 96 hours and can be changed by the admin.

You can change the category of an image by clicking the Recategorize icon that appears below the image marking or in the respective annotation in the workload. For further information, please see Recategorize images.

If you have the manager role, you can enter and edit the values of the dossier attributes in the Dossier Attributes tab of the Edit dossier dialog. For further information, please see Edit dossier: dossier attributes.

Only admins can create new dossier attributes.

The dossier owner or a manager needs to add you as a dossier member and grant you the approver permission.

When users set a document to Under Approval, they can select an approver.

If only one user has the approver permission, that user is automatically assigned as the approver. See Edit dossier: members.

The dossier owner and users assigned to a document as the reviewer can change the status of a document from Under Review to Under Approval by clicking the checkmark icon in the document features. For further information, please see Change document status.

The dossier owner and users assigned to a document as the approver can change the status from Under Approval to Approved by clicking the checkmark icon in the document features. For further information, please see Change document status.

That depends on whether the redaction is rule- or dictionary-based.

A. If the redaction is dictionary-based, choose the "Remove from dossier" feature in the editor to ensure the term will remain unredacted in the entire dossier. Select the "Apply to all dossiers" option if you do not want the term to be redacted in any future or active document.

B. If the redaction is rule-based, select "Remove", and, next, select the "False positive" option from the "Remove redaction" dialog. The term will then not be redacted if it appears elsewhere in the same context. It will be redacted in other contexts.

If you want the to remain unredacted in any context, access the "Dictionaries" tab in the "Edit dossier" dialog and search the term in the "False Positives" section of the respective dictionary. You will notice that in addition to the term, the context in which you marked the term as a false positive has also been added to the dictionary. Remove the context that has been added to the dictionary so that only the term. The term will no longer be redacted.

It is advisable to check the "Type" of redaction before you mark it as false positive; it corresponds to the name of the dictionary you need to go to in the "Edit dossier" dialog.

For further information on how to exclude information from redaction and false positives, please see Editing options: remove and Edit dossier: dictionaries.

According to the applied rule set, redactions are not skipped if the redaction reason is changed manually.

A stored term might not appear in redacted documents for different reasons:

A. The OCR output was incorrect. The invisible OCR output does not match the term to be redacted.

B. You or another user previously identified the term as false positive. The term now appears in the same context and is therefore not redacted.

C. The rules stipulate that the term is only to be redacted in certain cases.

A. First, check if your internet connection works fine.

Try the following options to improve your internet connectivity:

Check if you can access other websites.

Check your network settings.

If you are working in a wireless network (WLAN), switch to a local area network (LAN).

B. RedactManager remains unresponsive: In rare cases, issues arise from the interaction between certain internet providers and internet browsers utilizing the experimental QUIC protocol.

Try the following troubleshooting option:

Disable the QUIC protocol in your internet browser and refresh RedactManager.

If you do not find the QUIC protocol in your browser, please refer to your internet browser's documentation or help resources for guidance.