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Managing and editing documents within rooms

Once a room in ONLYOFFICE DocSpace is created, admins or power users should add documents to this room to start collaboration. It’s possible to upload the existing files and folders, create new ones, and control the collaboration process by managing versions, locking files for co-authors etc. Admins can also rename documents, move or copy them to another room, delete unnecessary files.

Users can work with existing documents, spreadsheets, presentations, forms, ebooks as well as view multimedia and image files using the ONLYOFFICE Online Editors.

It’s also possible to adjust the room manager settings.

Uploading files and folders

To upload a file,

  1. open the necessary room where you want to upload your files,
  2. click the Actions button in the left upper corner,
  3. select the Upload icon Upload files option from the menu,
  4. choose the files you want to upload to the room in the file manager window and click the Open button.

Or simply drag-and-drop a file or several selected files from your computer to the working area to upload them to your DocSpace even more easily.

The uploading process will start. If the file format differs from Office Open XML, the file will be converted into the .docx/.xlsx/.pptx format for faster editing. A notification window will appear where you will be able to select if you want to save both files (a file in its original format and a file in the Office Open XML format). If you don't need files in the original format in the room, you can uncheck the Save the file copy in the original format box. It'll be taken into consideration during the next uploading operations, and a converted file will be added as a new version of the original file rather than as a new separate file.

Uploading Files Uploading Files

If an original file is protected with a password, the password will be required to convert the file. If you click the Convert and Open icon Convert & Open icon to the right of the uploaded document in the file list, a new window will open where you need to enter a password.

If the file with the same name already exists in the room, a copy of the file will be created by default.
Uploaded Files Uploaded Files

The current status of downloads and conversions can be found by clicking the Uploading icon icon. The Upload and convert files menu will open. It displays documents that have already been uploaded and converted, as well as the ones that are still in the queue.

To cancel uploading a file, click the Cancel download icon cross icon next to the file. To stop uploading all files at once, click the Cancel all uploads icon gray cross icon in the upper right corner. To hide the Uploads menu, click the clean uploads icon icon. The history of uploaded and converted documents will be deleted.

To upload a folder that contains nested subfolders and documents:

  1. click the Actions button in the left upper corner,
  2. select the Upload icon Upload folder option from the menu,
  3. choose the folder you want to upload to the room in the file manager window and click the Open button.

This can also be done by dragging the necessary folder from the file manager window to the working area.

Creating new files and folders

To create new files or folders,

  1. open the needed room where you want to create a new file,
  2. click the Actions button in the left upper corner or the Plus icon Plus icon above the list of documents and select one of the following options:
    • Document icon New document to create a new text document,
    • Spreadsheet icon New spreadsheet to create a new spreadsheet,
    • Presentation icon New presentation to create a new presentation,
    • Form icon Form template to create a new docxf form from a Blank, From text file (the text file must be uploaded to the room beforehand), or select a layout from the OFORMs gallery. 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.),
      Forms in the OFORMs gallery will change the language accordingly to the language currently selected in your profile.
    • Folder icon New folder to create a new folder,
  3. enter a name for your file or folder into the appropriate field and click the Create button.
    if you don't want to enter the file name, you can check the Don't ask file name again on creation box or use the corresponding option in the room manager settings.
Creating New File Creating New File

Managing documents

To quickly find a necessary document, make use of the filter at the top of the document list.

Filter Data Filter Data

Click the Filter Icon button, and specify the necessary search and filter parameters:

  1. To exclude subfolders from search, select the Exclude subfolders option.
  2. Check the Search by file contents box if necessary. (In the SaaS version, this is a Paid feature (available for the paid Business plan only).)
  3. To filter items by Author, click Me or use the Other option and select the necessary user from the list.
  4. To filter items by Type, choose one of the following options: Folders, Documents, Presentations, Spreadsheets, Form templates, Forms, Archives, Images, Media, or All files.
  5. Click the Apply button to apply filters. To clear the filter, use the Clear icon icon in the upper right corner.

Enter a document title, entirely or partially, in the search field and press the Enter key to display the found item(s). If you want to go to the folder where the found file is located, right-click the file and use the Open location Icon Open location option. To go to the parent folder that is one level up from the current folder, use the Go to parent folder Icon arrow.

Sort documents by parameters (Name, Last modified date, Size) using the Sort icon button. Click the arrow next to the selected parameter to change the sort order.

Use the Display mode icon or Display mode icon buttons on the right to switch between the available display modes: Thumbnails view and Compact view. Thumbnails are not generated for connected third-party services.

The corresponding Thumbnails view display mode:

Thumbnails view Thumbnails view

Using the contextual menu, you can perform the following operations with your documents:

  • Select icon Select – to select the file in the list.
  • Edit Icon Edit to open the document for editing in a new tab.
  • Preview Icon Preview to open the document in the Preview mode in a new tab.
  • Link for room members icon Link for room members to get a link to the file.
  • Save as oform Icon Save as OFORM to save the document as a fillable .oform file.
  • Fill in form Icon Fill in the form to open the .oform fillable form for filling in its fields.
  • Version history icon Show version history to open the version history list, where each version is described in detail: Version number, Date and time, Author, and Comments are listed. The Options icon menu in the version history list also allows you to Open the version for viewing, Edit comment to each of the particular version, Restore or Download the necessary version.
  • Info icon Info to open a window that contains information about the file and its properties such as Document preview, Owner, Type, File extension, Size, Date modified, Last modified by, Creation date, Versions, and Comments. To open the same window you can click the Document info icon icon located in the top right corner.
  • Block file icon Unblock/Check-in the file to block/unblock for further editing by other users with the corresponding editing rights.
  • Download icon Download the file in the original format to your computer's hard disk drive.
  • Download as icon Download as the file in the selected format to your computer's hard disk drive.
    If several files are chosen for download, they will be packed in a .zip archive and saved onto your hard disk.
  • Move or copy files:
    • Move to icon Move to another room or third-party storage.
    • Copy icon Copy the file and move the created copy to the selected room.
    • Create copy icon Create a copy of the file in the current room.
  • Rename icon Rename the file.
  • Delete icon Delete the file by moving it to Trash.
Document management Document management

Group operations with files can be performed using buttons on the top or the contextual menu. To download, move, copy, or delete several files at once,

  1. open the needed room by clicking the corresponding option at the left-side panel,
  2. hover over the file icon and check the boxes for the files you want to manage,
  3. click the needed button at the top depending on the operation you want to perform.
Group operations Group operations

Viewing/editing documents

You can view and edit your documents, spreadsheets, presentations and fillable forms right in DocSpace rooms using the multi-functional Online Editors. You can also view media files in the most popular formats, including avi, mpg, mpeg, mp3, mp4, webm etc., as well as the bmp, jpg, jpeg, png, gif, tif, tiff, webp images and fb2, epub e-books.

To edit a document, just click its title or click the More Icon icon next to it, select the Edit Icon Edit option, and it will be opened in a new tab of the Internet browser. If the file is currently being edited, you will see the colored pencil Colored Pencil Plus icon icon. To find out more about the editors' features, visit this page.

Editing Text File Editing Text File

Once you edit a document, spreadsheet, presentation and save changes you made, both versions of your file will be available, so that you'll be able to restore the previous one if necessary. To learn more about versions, please refer to this article.

To view a file, click the More Icon icon next to it and select the Preview Icon Preview option. This will open the file with the corresponding online office Viewer. Image files will open in the same window, text files will be shown in a new tab of your Internet browser. The online office Viewers offer standard tools to zoom in/out your files, adjust their size, navigate between their pages, download or print them.

Viewing Spreadsheet Viewing Spreadsheet

When viewing media files with the online viewer, you can use the corresponding buttons to start or pause the playback, adjust volume level or switch to the full screen mode, go to the previous or next media file, download or delete the file.

Viewing Video File Viewing Video File

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.

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