Skip to main content

RedactManager Documentation

Info

The Info section allows you to configure the dossier templates settings, including document versions in the download package, upload settings, and handling of hidden elements in the final redacted version of your documents. For further information on dossier templates, please see Dossier templates.

Dossier_template_info_4_1.png

Dossier template info with template settings

How to get there:

User menu (click on your name) > Settings > Dossier templates > Info

What can you do there?

Edit dossier template settings

The Info form allows you to set the configurations detailed in the table below.

Edit_dossier_template_dialog_without_highlight_4_1.png

Info form with template settings

Table 1. Guide

Valid from/Valid to:

Enter the validity period of the template if applicable.

Entity configuration

If you activate the "Set Apply to all dossiers as default when adding redactions/hints" option, the Apply to all dossiers option will be preselected by default in the Add redaction/hints dialogs in the editor.

Choose what is included at download

Options:

Please specify which document versions you want to include in the download packages of the dossiers that apply the respective dossier template.

Optimized PDF

Optimized version or, if applicable, OCR converted version of the original document

Preview PDF

Redaction preview

Delta PDF

Version is only relevant if redactions were imported from another file. It shows the changes that have been made to imported redactions.

Redacted PDF

Final redacted PDF for authority submission

Upload settings

Automatically perform OCR on document upload

If you select this option, users will not have to trigger OCR manually after the upload. The OCR icon will not be displayed to users.

Remove watermarks before processing OCR

Watermarks in the source document are removed during upload.

Hidden elements in redacted documents

RedactManager automatically removes hidden text, image metadata, and overlapping elements on download to avoid potential data protection implications. If you want to keep hidden text and/or metadata, you can select the respective option.

Keep hidden text in redacted documents

Hidden text is invisible to human readers but can be detected and read by software and machines. For example, the OCR output from scanned documents is stored as hidden text.

If you decide to keep the hidden OCR output, the final redacted version of scanned documents will still be selectable and searchable. Please be aware that this might have implications on data protection.

Keep image metadata

Images in documents might contain additional information provided as metadata (e.g., the name of the creator, the date, and the place where the image was taken or created).

Image metadata is not redacted by RedactManager but might contain sensitive information that you do not want to disclose. Image metadata is therefore removed during download unless you enable this option.

Keep overlapping elements

Overlapping elements in the document can potentially contain hidden sensitive information.

Keeping overlapping elements might therefore have data protection implications.



Delete and clone dossier template

The action buttons in the top right corner of the Info tab allow you to clone or delete the dossier template.

Dossier_template_info_clone_delete_4_1.png

"Delete" and "clone" buttons

For detailed information on cloning and deleting, please see Clone and delete dossier templates.

Unlock locked rules

RedactManager aborts the processing of the files 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)", which is displayed in the document list.

In the case of a rule lock, a warning icon with the label "Rules locked" appears in the template info. You can click this icon to unlock the rules. Once unlocked, users will be able to manually trigger the analysis.

Please advise users to only start the reanalysis of the file(s) that caused the timeout (marked with "Rules timeout") after the rules have been fixed to prevent the issue from occuring. They can reanalyze and work on the other files in the meantime.

Locked_rules_4_2.png

Info form with template settings

In this section: