Edit DocSpace articles

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Svetlana Maleeva 2024-04-08 18:24:41 +03:00
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</div>
<div class="gs_content gs_submenu" id="ImportingData_block">
<h2>ImportingData</h2>
<h2>Importing Data</h2>
<div class="PortalHelp">
<p>The <b>Data import</b> section is used to import data (all users, their personal and shared documents) from third-party services, such as ONLYOFFICE Workpace, Google Workspace, Nextcloud.</p>

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<li>edit their <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/userguides/docspace-editing-profiles.aspx")%>">own profile</a>.</li>
</ul>
<p>Once the user is invited to a room, they can participate in collaboration. Admins can <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/userguides/docspace-managing-users.aspx")%>">manage the existing users</a> in DocSpace.</p>
<h5 id="groups">Create groups</h5>
<p>To create a group,</p>
<ol>
<li>click the <b>Actions</b> button in the left upper corner within the <b>Accounts</b> section</li>
<li>select the <b>Create group</b> option from the dropdown list</li>
<li>enter the group <b>Name</b></li>
<li>assign the <b>Head of group</b> by clicking the <b>Select</b> link and selecting one of the existing users, then click <b>Add</b></li>
<li>add group <b>Members</b> by clicking the <b>Add members</b> link and selecting the existing users, then click <b>Add</b></li>
<li>click the <b>Create</b> button</li>
</ol>
<div class="screen_block">
<img alt="Adding Groups" target="img4_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/DocSpace/small/AddGroup.png")%>" />
<img alt="Adding Groups" id="img4_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/DocSpace/big/AddGroup.png")%>" />
<div target="img4_eventcom_guides" class="screenphoto magnifier"></div>
</div>
</div>

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<li><img alt="Document icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/document.png")%>" /> <b>New document</b> to create a new text document,</li>
<li><img alt="Spreadsheet icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/spreadsheet.png")%>" /> <b>New spreadsheet</b> to create a new spreadsheet,</li>
<li><img alt="Presentation icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/presentation.png")%>" /> <b>New presentation</b> to create a new presentation,</li>
<li><img alt="Form icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/dsformicon.png")%>" /> <b>Form template</b> to create a new <code>docxf</code> form from a <b>Blank</b>, <b>From text file</b> (the text file must be uploaded to the room beforehand), or select a layout from the <b>OFORMs gallery</b>. The OFORMs gallery contains numerous pre-configured and designed forms for various purposes (e.g. House Rental Agreement form, Software License Agreement form, Job proposal form, etc.),
<li><img alt="Form icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/dsformicon.png")%>" /> <b>Form template</b> to create a new <code>docxf</code> form from a <b>Blank</b>, <b>From text file</b> (the text file must be uploaded to the room beforehand), or select a layout from the <b>Form Gallery</b>. The Form Gallery contains numerous pre-configured and designed forms for various purposes (e.g. House Rental Agreement form, Software License Agreement form, Job proposal form, etc.),
<div class="notehelp">
Forms in the <b>OFORMs gallery</b> will change the language accordingly to the language currently selected in your profile.
Forms in the <b>Form Gallery</b> will change the language accordingly to the language currently selected in your profile.
</div>
</li>
<li><img alt="Folder icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/folder_personal.png")%>" /> <b>New folder</b> to create a new folder,</li>
<li><b>More...</b> -> <img alt="Drawio icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/drawio.png")%>" /> <b>Draw.io</b> to create a new diagram using the <b>Draw.io</b> plugin,</li>
<li><b>More...</b> -> <img alt="Drawio icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/markdown.png")%>" /> <b>Create markdown</b> to create a new .md file using the <b>Markdown</b> plugin,</li>
</ul>
</li>
<li>enter a name for your file or folder into the appropriate field and click the <b>Create</b> button.
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<ul>
<li><img alt="Select icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/dsselect.png")%>" /> <b>Select</b> to select the file in the list.</li>
<li><img alt="Edit Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/editicongray_app.png")%>" /> <b>Edit</b> to open the document for editing in a new tab.</li>
<li><img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/dsactions.png")%>" /> <b>Actions</b> -> <b>Edit diagram</b> (available for the <code>.drawio</code> files) to open the diagram for editing using the <a href="https://github.com/ONLYOFFICE/onlyoffice-docspace-plugin-sdk/tree/master/samples/draw-io">Draw.io</a> plugin.</li>
<li><img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/dsactions.png")%>" /> <b>Actions</b> -> <b>Convert to PDF</b> (available for the <code>.docx</code>, <code>.xlsx</code>, <code>.pptx</code> files) to convert documents, spreadsheets, and presentations to PDF using the <a href="https://github.com/ONLYOFFICE/onlyoffice-docspace-plugin-sdk/tree/master/samples/PDF-Converter">PDF-Converter</a> plugin.</li>
<li><img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/dsactions.png")%>" /> <b>Actions</b> -> <b>Convert to text</b> (available for audio and video files) to convert speech from audio and video files into text using the <a href="https://github.com/ONLYOFFICE/onlyoffice-docspace-plugin-sdk/tree/master/samples/speech-to-text">Speech-to-text</a> plugin.</li>
<li><b>Edit diagram</b> (available for the <code>.drawio</code> files) to open the diagram for editing using the <a href="https://github.com/ONLYOFFICE/docspace-plugins/tree/master/draw-io">Draw.io</a> plugin.</li>
<li><b>Convert to PDF</b> (available for the <code>.docx</code>, <code>.xlsx</code>, <code>.pptx</code> files) to convert documents, spreadsheets, and presentations to PDF using the <a href="https://github.com/ONLYOFFICE/docspace-plugins/tree/master/PDF-Converter">PDF-Converter</a> plugin.</li>
<li><b>Convert to text</b> (available for audio and video files) to convert speech from audio and video files into text using the <a href="https://github.com/ONLYOFFICE/docspace-plugins/tree/master/speech-to-text">Speech-to-text</a> plugin.</li>
<li><img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/dsactions.png")%>" /> <b>Actions</b> -> <b>Edit/Preview markdown</b> (available for the <code>.md</code> files) to open the file for editing/viewing using the <a href="https://github.com/ONLYOFFICE/docspace-plugins/tree/master/markdown">Markdown</a> plugin.</li>
<li><img alt="Preview Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/dspreviewicon.png")%>" /> <b>Preview</b> to open the document in the <b>Preview</b> mode in a new tab.</li>
<%--<li><img alt="PDF Viewer Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/dspreviewicon.png")%>" /> <b>PDF Viewer</b> (available for the <code>.pdf</code> files) to open the PDF file in the <b>PDF Viewer</b> in a new tab.</li>--%>
<li><img alt="Link for room members icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/dslink.png")%>" /> <b>Copy link</b> to get a link to the file for room members.</li>
<li><img alt="Save as oform Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/saveasoform.png")%>" /> <b>Save as OFORM</b> to save the document as a fillable <code>.oform</code> file.</li>
<li><img alt="Link for room members icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/dslink.png")%>" /> <b>Copy link</b> (available in the <b>Rooms</b> section) to get a link to the file for room members.</li>
<li><img alt="Link for users icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/dslink.png")%>" /> <b>Copy shared link</b> (available in the <b>My documents</b> section) to get a link to the file for other DocSpace users or for anyone who knows the link.</li>
<li><img alt="Save as PDF Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/saveasoform.png")%>" /> <b>Save as PDF form</b> to save the document as a fillable <code>.pdf</code> file.</li>
<li><img alt="Submit to Form Gallery" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/dssubmit.png")%>" /> <b>Submit to Form Gallery</b> (available for the <code>.docxf</code> files) to submit your own form to the ONLYOFFICE Form Gallery so that share it with the ONLYOFFICE community.</li>
<li><img alt="Fill in form Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/fillinform.png")%>" /> <b>Fill in the form</b> to open the <code>.oform</code> fillable form for filling in its fields.</li>
<li><img alt="Fill in form Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/fillinform.png")%>" /> <b>Fill in the form</b> to open the <code>.pdf</code> fillable form for filling in its fields.</li>
<li><img alt="Share Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/shareds.png")%>" /> <b>Share</b> to open the sharing settings to provide access to the file via a link.</li>
<li><img alt="Version history icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/versionhistoryicon.png")%>" /> <b>Show version history</b> to open the version history list, where each version is described in detail: <em>Version number</em>, <em>Date and time</em>, <em>Author</em>, and <em>Comments</em> are listed. The <img alt="Options icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/dsoptionsicon.png")%>" /> menu in the version history list also allows you to <em>Open</em> the version for viewing, <em>Edit comment</em> to each of the particular version, <em>Restore</em> or <em>Download</em> the necessary version.</li>
<li><img alt="Info icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/viewdetails_icon.png")%>" /> <b>Info</b> to open a window that contains information about the file and its properties such as <em>Document preview</em>, <em>Owner</em>, <em>Type</em>, <em>File extension</em>, <em>Size</em>, <em>Date modified</em>, <em>Last modified by</em>, <em>Creation date</em>, <em>Versions</em>, and <em>Comments</em>. To open the same window you can click the <img alt="Document info icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/documentinfo_icon.png")%>" /> icon located in the top right corner.</li>
<li><img alt="Info icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/viewdetails_icon.png")%>" /> <b>Info</b> to open a panel that contains sharing settings (available in the <b>My documents</b> section) or a list of the room members (available in the <b>Rooms</b> section), history of the file changes, as well as information about the file and its properties such as <em>Document preview</em>, <em>Owner</em>, <em>Type</em>, <em>File extension</em>, <em>Size</em>, <em>Date modified</em>, <em>Last modified by</em>, <em>Creation date</em>, <em>Versions</em>, and <em>Comments</em>. To open the same panel you can click the <img alt="Document info icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/documentinfo_icon.png")%>" /> icon located in the top right corner.</li>
<li><img alt="Create room icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/dscreateroom.png")%>" /> <b>Create room</b> (available in the <b>My documents</b> section) to create a new room on the base of the selected documents/folders from the <b>My documents</b> section. After creating the room, the selected files/folders will be copied to the created room.</li>
<li><img alt="Block file icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/blockfileicon.png")%>" /> <b>Unblock/Check-in</b> the file to block/unblock for further editing by other users with the corresponding editing rights.</li>
<li><img alt="Mark as read icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/dsmarkread.png")%>" /> <b>Mark as read</b> to mark a file added to the room or edited by another user as read.</li>
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</div>
<p>When viewing image files with the online viewer, you can use the corresponding buttons to zoom in or zoom out the image, go to the previous or next image, display the image actual size (if the image has been zoomed in or out), rotate the image clockwise or counterclockwise, go to the previous or next image, download or delete the file.</p>
<h2>Sharing files and folders</h2>
<p>You can share files and folders stored in the <b>My documents</b> section via a link.</p>
<ul>
<li>Right-click the file and select the <b>Share</b> option or open the <b>Info</b> panel and switch to the <b>Share</b> tab.</li>
<li>Click <b>Create and copy</b>.</li>
<li>Select who will have public access to your file: <b>Anyone with the link</b> or <b>DocSpace users only</b>.</li>
<li>Provide different access permissions:
<ul>
<li>Editing a user has unrestricted access to the shared file or folder.</li>
<li>Review a user can edit the file but the changes should be accepted or rejected by the file owner.</li>
<li>Custom filter a user can view .xlsx files as per their own filter.</li>
<li>Form filling a user can only fill out forms.</li>
<li>Comment a user can comment the content of the file without editing it.</li>
<li>Read only a user can only view the file.</li>
</ul>
</li>
<li>Set the time period after which the link will expire: 12 hours, 1 day, 7 days, Unlimited, Custom.</li>
</ul>
</div>

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