Document features
The document features allow you to manage a document.
List view:
Hover over the document list to display the document features.
Document features in list view
Workflow view:
Hover over the tiles to display the document features.
Document features in workflow view
Delete the document.
Deleted documents are sent to trash, which is accessible from your user menu. They can be restored for 96 hours. (96 hours is the default retention time; it can be adjusted by the admins.)
For further information, please see Trash.
Define or change the document reviewer or approver (depending on the document status). The features are only available if you are already a member of the respective dossier.
You must be assigned to a document to be able to edit it.
Assign to me allows you to assign yourself as the reviewer or approver (depending on the document status).
Import the redactions from a redacted version of the source document.
You can import all redactions, or specify individual pages or a page range in the "Upload" dialog.
For detailed information on importing redactions, please see Import redactions.
Generate the download package for the document.
You need the dossier owner or the approver role; the button will otherwise be disabled.
Clicking Download 
displays the "Download options" dialog that allows you to select the document and report version(s) to be downloaded.
"Download options" dialog
Click Download once you have made your selection. You will find the generated package under My downloads in your user menu and can download it from there.
For further information, please see My downloads.
Document approval in RedactManager follows a 2-step process. The document status depends on the process step.
For further information on document states and document approval, please see Document states and 2-step approval.
How to change the status of a document:
(button only available in the list view)
Move the document back to the previous status.
When a document is Under review, clicking will move it back to New.
When a document is Under approval, clicking will move it back to Under review.
When a document is Approved, clicking will move it back to Under review. The auto-analysis is disabled in this case. Re-analysis will take place when you start the auto-analysis or a single analysis run.
When the auto-analysis is disabled, workload entries are marked with “Pending analysis” in case of changes on dossier level or higher.
Pending redactions will not be redacted in the final document nor listed in the respective redaction reports. Disabling auto-analysis does not affect local changes.
/Approve 
(button only available in the list view)
Set the document status to Under approval or Approved. Both features are only available if you are assigned to the document. The current document status determines which of the icons is displayed.
The document is Under review:
Click For approval
once you have finished reviewing the document to change the status from Under review to Under approval.You will be asked to select an approver. If there is only one approver among the dossier members, this approver will be assigned automatically. If you have the approver role, you will also be assigned automatically.
The document is Under approval:
Click Approve
to give final approval to the document and change the status from Under approval to Approved.Documents that are Approved are no longer editable and can only be viewed in read-only mode. They are excluded from reanalyses that may be triggered by changes to the set of rules (or by setting certain file attribute values).
Look for the Approved color in the status column of the document list or use the corresponding filter to see which documents are already Approved.
Good to know:
When you set a document to Approved, RedactManager will notify you with a warning message if the document contains the following:
Redactions without assigned reasons
Redaction with pending changes (pending analysis)
Redactions with unmapped justifications
Unseen changes—updates due to system changes triggered by users (e.g., adding to or removing from dossier/all dossiers) that may impact pages you have already reviewed or are actively working on. You can review these changes in the editor's delta view, which displays redactions that have been added or removed on pages you have already seen.
If any of these warnings appear, you can choose to address the issues or confirm that you still wish to approve the document.
Disable the automatic reanalysis of the document to exclude the document from future redaction runs and analyses.
The following events trigger a reanalysis that is carried out automatically in the background and may result in changes to the document and redactions:
Changes to the dossier template
Changes to the file attribute values
Manual changes in the document
You can disable the reanalysis by clicking 
. While the auto-analysis is disabled, changes on dossier level or higher (Redact in dossier / Remove from dossier) are marked with "pending analysis" in the workload and the document.
Pending redactions will neither be redacted in the final document nor listed in the respective redaction reports until you start the auto-analysis or a single analysis run.
Disabled auto-analysis does not affect local changes. Local changes are applied directly and reflected in the final document and reports.
While the reanalysis is disabled, RedactManager displays the Enable auto-analysis 
button instead of Stop auto-analysis. Click it to re-enable the automatic reanalysis.
"Start reanalysis" and "Enable auto-analysis"
When automatic reanalysis is turned off, the "Start Reanalysis" 
button is displayed for you as the assigned user, allowing you to manually initiate a single reanalysis run while the auto-analysis remains disabled.
Reprocessing required:
If the analysis of a document fails, it enters the error state ("Reprocessing required"). In such cases, the Reanalyze button is displayed to you as a dossier member, allowing you to initiate the necessary reprocessing.
Rules timeout:
RedactManager aborts the file processing if the time limit for rules execution is reached. The "Rules timeout" exists to prevent issues such as resource problems caused by incorrect rules execution. The file(s) that caused the timeout enter the document state "Reprocessing required (Rules timeout)"; the other files enter the "Reprocessing required" status. The timeout locks the rules execution to stop the further processing of files.
As a result, the Reanalyze button is disabled and "Dossier template rules locked!" is displayed on hover. Please ask an admin to unlock the rules. This will allow you to manually trigger the analysis of the files by clicking the Reanalyze button. We recommend waiting until the rules have been fixed before reanalyzing the file(s) that cause the rules lock ("Rules timeout" status.)
You can filter for the files with "Rules timeout" status by clicking the respective gray bar in the dashboard.
Re-processing required (Rules timeout)
Your operator might have set up the upload process so that documents with redactions from previous processing in RedactManager are not automatically analyzed upon upload. This is helpful when only certain redactions need manual adjustments, and a full analysis is not required.
In this case, the Reanalyze button will be displayed, enabling you as a dossier member to trigger the analysis manually if required.
Perform automatic text recognition on the document. The button will no longer be displayed once OCR has been completed and is not displayed at all if the admin has enabled automatic OCR on document upload.
We highly recommend using RedactManager for OCRing scanned documents (rather than any other tool) to achieve the best possible redaction results. However, the quality of the OCR output also depends on the quality and the legibility of the scanned document.
Please note that starting OCR on a document with manual changes may result in the loss of those changes.
During OCR processing, RedactManager automatically removes any pre-existing hidden text (invisible text). However, the OCR output itself is saved as hidden text, which RedactManager will remove during download unless the admin has enabled the "Keep hidden text in redacted documents" option.
Turn off the analysis and redaction for the document.
If you disable a document, RedactManager does not analyze it nor redact it. You cannot add manual redactions either.