helpcenter/Web/Controls/Help/Desktop/Documents/Common/ConnectSaaS/ConnectSaaS.ascx

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<%@ Control Language="C#" Inherits="BaseContentUserControls" %>
<%@ Register Namespace="TeamLab.Controls" Assembly="__Code" TagPrefix="cc" %>
<script runat="server">
protected override void Init()
{
PageTitle = PageCaption = "How to connect Desktop Editors to your SaaS portal?";
MetaKeyWords = "";
MetaDescription = "";
var guides = new GuidesModel();
guides.CaptionRelatedTips = "Related Tips & Tricks";
guides.Title = "Report Templates";
guides.RelatedTips = "Are you tired of generating reports manually? Now you can set up needed parameters once and regularly receive automatic reports by email.";
guides.LearnMore = "Learn more...";
(Page as BasePage).Guides = guides;
}
</script>
<div class="MainHelpCenter">
<h1 class="subHeaderFeaturesCaption Guides_Video_Captions">How to connect Desktop Editors to your SaaS portal?</h1>
<cc:localizecontent runat="Server" controlname="~/Controls/Help/VariousControls/Versions/DesktopEditors/DesktopEditors_Current.ascx" />
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<%--<div class="keyword_block">
<ul>
</ul>
</div>--%>
<p>After you have installed <b>Desktop Editors</b> on your computer, you can easily connect the program to your existing SaaS portal or create a new one so that you can use all the product capabilities such as collaborative editing, reviewing, commenting and communicating via the built-in chat.</p>
<div class="notehelp">
An Internet connection is required for creating or connecting a portal, as well as for real-time co-editing.
</div>
<h2 id="step1"><span class="style_step">Step 1. </span>Create a new portal</h2>
<div class="block_of_step">
<div class="screen_text">
<p>If you do not have a portal yet, launch <b>Desktop Editors</b>, switch to the <b>Share & collaborate</b> section at the left side panel and click the <b>Try it now for free</b> button.</p>
<div class="screen_block">
<img alt="Share & collaborate tab" target="img7_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/Guides/small/guide80/connecttoservertab.png")%>" />
<img alt="Share & collaborate tab" id="img7_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/Guides/big/guide80/connecttoservertab.png")%>" />
<div target="img7_eventcom_guides" class="screenphoto magnifier"></div>
</div>
<p>The cloud version sign up form will open in a new tab of the <b>Desktop Editors</b> interface. Please fill in all the form fields:</p>
<ul>
<li>enter your <b>First</b> and <b>Last Name</b>;</li>
<li>specify a valid <b>Email</b> address;</li>
<li>enter a <b>Name</b> for your portal in the <b>Create account name</b> field.
<div class="notehelp"> The portal name <b>CANNOT</b> be less than <b>6</b> characters long.</div>
</li>
<li>set a <b>Password</b> you will use to access your portal. Your password must be at least <b>6</b> characters long.</li>
</ul>
<div class="screen_block">
<img alt="Portal creation form" target="img6_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/Guides/small/guide80/createportal.png")%>" />
<img alt="Portal creation form" id="img6_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/Guides/big/guide80/createportal.png")%>" />
<div target="img6_eventcom_guides" class="screenphoto magnifier"></div>
</div>
<p>When all the fields are filled in click the <b>Start Free Trial</b> button. Your portal is created. The <b>Documents</b> module will open in a new tab of the <b>Desktop Editors</b> interface. Now you can proceed to <b>Step 3</b>.</p>
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</div>
</div>
<h2 id="step2"><span class="style_step">Step 2. </span>Connect to an existing portal</h2>
<div class="block_of_step">
<div class="screen_text">
<p>To connect <b>Desktop Editors</b> to your existing portal account perform the following actions:</p>
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<ol>
<li>Switch to the <b>Share & collaborate</b> section at the left side panel.</li>
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<li>Click the <b>Connect</b> link to connect to an existing portal.
<div class="screen_block">
<img alt="Share & collaborate tab" target="img2_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/Guides/small/guide80/connecttoservertab.png")%>" />
<img alt="Share & collaborate tab" id="img2_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/Guides/big/guide80/connecttoservertab.png")%>" />
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<div target="img2_eventcom_guides" class="screenphoto magnifier"></div>
</div>
</li>
<li>In a new window that opens, fill in the following three fields:
<ul>
<li>in the <b>portal</b> field, enter your portal address in the form <em>portalname.onlyoffice.com</em> or <em>https://portalname.onlyoffice.com</em>,
<div class="notehelp">
You can also enter <em>personal.onlyoffice.com</em> in this field to connect to your account for personal use.
</div>
</li>
<li>in the <b>email</b> field, specify the email address you use to access your account,</li>
<li>in the <b>password</b> field, specify the password you use to access your account.</li>
</ul>
</li>
<li>Click the <b>Login</b> button.
<div class="screen_block">
<img alt="Connect to portal window" target="img3_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/Guides/small/guide80/connecttoportal.png")%>" />
<img alt="Connect to portal window" id="img3_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/Guides/big/guide80/connecttoportal.png")%>" />
<div target="img3_eventcom_guides" class="screenphoto magnifier"></div>
</div>
</li>
</ol>
<p>Your portal <b>Documents</b> module will open in a new tab of the <b>Desktop Editors</b> interface.</p>
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</div>
</div>
<h2 id="step3"><span class="style_step">Step 3. </span>Manage your connected accounts</h2>
<div class="block_of_step">
<div class="screen_text">
<p>Once you connect <b>Desktop Editors</b> to your portal, you can switch between the available sections (<b>My Documents</b>, <b>Common Documents</b>, <b>Shared with Me</b>, <b>Project Documents</b>, <b>Recycle Bin</b>) manage your files stored on the portal, create or upload new ones, view, share and edit them together with other portal users or external users.</p>
<div class="screen_block">
<img alt="Portal documents" target="img4_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/Guides/small/guide80/portaldocuments.png")%>" />
<img alt="Portal documents" id="img4_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/Guides/big/guide80/portaldocuments.png")%>" />
<div target="img4_eventcom_guides" class="screenphoto magnifier"></div>
</div>
<p>On the <b>FILE</b> tab, switch to the <b>Share & collaborate</b> section to view the <b>Connected portals</b> list. Right-click on a connected portal and use one of the available contextual menu options:</p>
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<ul>
<li><b>Open</b> - to switch to the corresponding portal tab, if you are already logged in to this account, or to open the <b>Connect to portal</b> window, if you are not currently logged in (in such a case, you will need to enter your password),</li>
<li><b>Logout</b> - to exit from your account,
<div class="notehelp">
You can also click the <img alt="Exit icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide80/exit.png")%>" /> icon to the right of the account to exit from it.
</div>
</li>
<li><b>Remove from list</b> - to disconnect the selected account and remove it from the list.</li>
</ul>
<p>If you have several accounts or portals, use the <b>Add Portal</b> button to connect one more account.</p>
</div>
<div class="screen_block">
<img alt="Connected accounts list" target="img5_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/Guides/small/guide80/connectedaccounts.png")%>" />
<img alt="Connected accounts list" id="img5_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/Guides/big/guide80/connectedaccounts.png")%>" />
<div target="img5_eventcom_guides" class="screenphoto magnifier"></div>
</div>
</div>
</div>