RedactManager Documentation

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We have renamed the dossier overview to "dossier template" in our user manual because that is actually the correct naming since the introduction of home:

You click on a dossier template in home to open it. The dossier template shows a list with the dossiers that apply the template.

The first time you log in, you will need to specify your workspace prior to providing your login credentials.

Workspace selection

On all subsequent logins using the same browser, you can select from previously used workspaces or join a new workspace. (Organizations can have more than a workspace.)

If you do not know the name of your workspace, please contact your administrator.

We have added the buttons for changing the document status to the bulk action menu in the workflow view.

You can change the status of multiple documents by dragging and dropping or by clicking the button.

Bulk selection actions in the workflow view

For further information, please see: Workflow view.

The file attributes are now displayed in the workflow view. The admin decides which file attributes will be displayed (primary attribute + max. 3 more).

File attributes in the Workflow view

For further information, please see: File attributes.

Changing a file attribute triggers the reanalysis. That led to unnecessary waiting time when editing the file attributes. You can now edit the file attributes during the reanalysis.

Dossiers now have multiple (and not just one) dossier dictionaries.

Dossier dictionaries

When you create a dossier, RedactManager automatically creates dossier dictionaries of all dictionaries deemed relevant by the admin.

If the same dictionary also exists at template level, the dossier dictionary will show both the template and the dossier level entries. It merges both dictionaries.

In this case, the dossier dictionary has priority over the template dictionary. This means that if a redaction is generated on the basis of a template dictionary and you make a change that shall be applied at the dossier level (e.g., Resize in dossier), the dossier dictionary entry will apply.

Changes made in the dossier dictionary editor will only be applied at dossier level.

Automatic dictionary entry management:

You can add redactions at dossier level (Redact in dossier) or at template level (Apply to all dossiers). RedactManager adds the term to the dictionary of the appropriate level without you having to bother about dictionaries.

For further information, please see: Edit dossier: dictionaries.

We have removed the suggestions. That means, reviewers can apply changes directly, without having to suggest them first.

The reviewers' changes are limited to local and dossier levels.

The removal of suggestions also affects the editing of false positives. In earlier versions of RedactManager, they were treated as suggestions for false positives until a reanalysis had been processed. If you now mark a redaction as false positive, the system deletes the respective entry immediately.

One major change in RedactManager 4.0 is our new and simplified redaction flow. It allows users to work with RedactManager without having any technical application knowledge.

Manual changes and redactions become more intuitive as the application automatically manages dictionaries and false positives in the background.

Example: add a redaction

When you select a passage to be redacted, RedactManager displays the following options:

"Redact" and "Hint" icon

Click the Redact icon to redact the selected term. The "Redact text" dialog opens.

Redact text dialog

Select the Redact here option to add a single redaction at the given position in the current document. You will then be able to select a redaction reason that will be listed in your redaction reports.

Redact here

By selecting Redact in dossier, you can tell the system to redact the term in all documents of the dossier.

As an approver, you can also select the Apply to all active and future dossiers in Redact in dossier to tell the system to redact the term in the documents of all active and future dossiers that use that same dossier template. You will then be asked to select a redaction type from the Type drop-down menu before you save the redaction.

Redact in dossier

Background info*: If you select Redact in dossier, the term will be added to the dossier dictionary. If you select Apply to all dossiers, the term will be added to the template dictionary. By selecting the Type, you specify the dictionary.

*That all happens in the background, so you will not have to worry about it in the future.

For further information, please see: Edit annotations and Add manual redactions.

When auto-analysis is disabled, workload entries for changes to a dossier or all dossiers (Redact in dossier / Remove from dossier) are marked with “pending analysis.”

When you add a redaction, the term is highlighted locally as redaction in the editor. From now on, however, pending redactions will neither be redacted in the final documents nor listed in the respective redaction reports.

For further information, please see: Stop auto-analysis.

When you select Redact in dossier in the "Redact text" dialog, RedactManager saves the details of the redaction/hint for the entire dossiers or all future and active dossiers.

It is advisable to check the spelling captured by RedactManager. When OCR has been performed, there may occasionally be differences between the spelling in the document and the spelling captured by RedactManager because the selectable text produced during OCR is placed over the document as an invisible layer.

You can edit the text to be stored by clicking Edit text . The icon is only displayed if Redact in dossier has been selected.

Edit selected text

For further information, please see: Edit annotations.

If you remove a hint at one position in the document ("Remove here"), it becomes an ignored hint.

This ensures a consistent application response across various functionalities. (Compare: If you remove a redaction from one position in the document, it turns into a skipped redaction.)

For further information, please see: Edit hints.

The preview PDF files created with RedactManager now include comprehensive meta information that allow restoring the redactions with type and reason when you re-import the preview file (whereas redactions imported from preview files created with third-party tools are annotated as imported redactions and lack this information). The respective workload entries display the imported redaction icon.

Redaction imported from RedactManager preview PDF

Comments contained in the original document in RedactManager are not exported and will not be restored during re-import.

For further information, please see: Import redactions.