Upon log in, you'll see the Navigation Menu to the left hand side of the page. This is where you can find your upload document button as well as the links to your Documents, Web Reports, Performance Page, Rule List and Users.
Note: Your user permission settings may effect your ability to view or access certain reporting content.
Tip: To collapse this menu, press the hamburger menu icon (three lines next to the Red Marker logo)
The Search Documents functionality and Advanced Filter options are located at the top right hand side. You can easily search documents or filter by document creator, date range and pending or reviewed status. If you are using the Red Marker Approvals feature, you can also sort by priority and approval status.
Uploading a Document
You can upload a document for review with Drag and Drop or Select File functionality.
Categorisation
If your organisation has deployed categorisation with Red Marker, the categorisation menu will appear after you have uploaded your document. Categorisation allows Red Marker to apply specific risk detection to your document based on set parameters.
Approvals
If your organisation is using the Red Marker Approvals feature, you will select the Approval Process on the same screen as document categories.
Tip: You won't be able to review the document until the categories and Approval Process have been selected (if your organisation has implemented these features).
If you have any questions, please don't hesitate to reach out to your Client Success Manager or contact support@redmarker.ai.