Once you connect Desktop Editors to your server, you can switch between the available sections (My documents, Shared with me, Favorites, Recent, Private Room (for the paid server version only), Common, In projects, Trash) 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.
To be able to edit a file collaboratively, share it with other portal users or provide access to the file via an external link. If you wish to edit files with external users outside of your local network, the portal should be accessible over the Internet.
- click the Share button to the right of the necessary document - the Sharing Settings window opens,
- click the Add Users or Add Groups button to open the user/group list, then check the users/groups you want to share the document with and click Save,
- change the permission details for each particular user/group selecting one of the available options from the drop-down list next to the person/group name:
- Full Access - to allow a user to edit the document,
- Review (this option is available for the .docx files only) - to allow a user to suggest changes which can be accepted or rejected,
- Form Filling (this option is available for the .oform files only) - to allow a user to fill forms only,
- Custom Filter (this option is available for the .xlsx files only) - to allow a user to apply changes to filters only locally,
- Comment - to allow a user to work with comments only,
- Read Only - to allow a user to view the document only,
- Deny Access - to block previously granted access.
When ready, click Save at the bottom of the Sharing Settings window.
- to provide access to the file via an external link, turn on the External link access switcher, click the Read only link, select the necessary permissions described above. When ready, copy the link and close the Sharing Settings window.
For more details on how to share files you can refer to this instruction.