Managing and editing documents

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 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.

If an original file is protected with a password, the password will be required to convert the file. If you click the 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.

The current status of downloads and conversions can be found by clicking the 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 cross icon next to the file. To stop uploading all files at once, click the gray cross icon in the upper right corner. To hide the Uploads menu, click the 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 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.

To upload a PDF form to a form filling room:

1. click the Actions button in the left upper corner, or the Plus icon.
2. select the necessary option:
   • select the Upload PDF form -> From DocSpace option, choose the form in the room and click the Select button.
   • select the Upload PDF form -> From device option, choose the form in the file manager window and click the Open button.
   • select the Choose from Templates option, choose the template and click the Create button.

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 above the list of documents, or right-click within the room and select one of the following options:
   • New document to create a new text document,
   • New spreadsheet to create a new spreadsheet,
   • New presentation to create a new presentation,
   • PDF form to create a new PDF form from a Blank, From text file (the text file must be uploaded to the room beforehand), or select a layout from the Form Gallery. 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.),
     Forms in the Form Gallery will change the language accordingly to the language currently selected in your profile.
   • New folder to create a new folder,
   • More... -> Draw.io to create a new diagram using the Draw.io plugin,
   • More... -> Create markdown to create a new .md file using the Markdown plugin,
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.

Managing documents

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

Click the 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, Files, Documents, Spreadsheets, Presentations, Forms, Archives, Images, Media.
5. Click the Apply button to apply filters. To clear the filter, use the 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 option. To go to the parent folder that is one level up from the current folder, use the arrow.

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

Use the or 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:

Use the icon to display or hide the Author, Created, Modified, Size, Type columns in the document list (Compact view).

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

• Select – to select the file in the list.
• Edit to open the document for editing in a new tab.
• Edit diagram (available for the .drawio files) to open the diagram for editing using the Draw.io plugin.
• Convert to PDF (available for the .docx, .xlsx, .pptx files) to convert documents, spreadsheets, and presentations to PDF using the PDF-Converter plugin.
• Convert to text (available for audio and video files) to convert speech from audio and video files into text using the Speech-to-text plugin.
• Actions -> Edit/Preview markdown (available for the .md files) to open the file for editing/viewing using the Markdown plugin.
• Preview to open the document in the Preview mode in a new tab.
• Copy link (available in the Rooms section) to get a link to the file for room members.
• Copy shared link (available in the Documents section) to get a link to the file for other DocSpace users or for anyone who knows the link.
• Embed – to embed the document from a room available via a public link.
• Fill to open the .pdf fillable form for filling in its fields (available in the form filling rooms).
• Submit to Form Gallery (available for the .pdf files) to submit your own form to the ONLYOFFICE Form Gallery so that share it with the ONLYOFFICE community.
• Share to open the sharing settings to provide access to the file via a link.
• 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 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 to open a panel that contains sharing settings (available in the Documents section) or a list of the room members (available in the Rooms section), history of the file changes, as well as 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 panel you can click the icon located in the top right corner.
• Create room (available in the Documents section) to create a new room on the base of the selected documents/folders from the Documents section. After creating the room, the selected files/folders will be copied to the created room.
• Unblock/Check-in the file to block/unblock for further editing by other users with the corresponding editing rights.
• Mark as read to mark a file added to the room or edited by another user as read.
• Download the file in the original format to your computer's hard disk drive.
• 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 another room or third-party storage. You can also create a new folder within the selected room by clicking the New folder button.
  • Copy the file and move the created copy to the selected room. You can also create a new folder within the selected room by clicking the New folder button.
  • Duplicate the file in the current room. Duplicated items have an index at the end of the name.
• Edit index – to re-order files and remove spaces in the index of the Virtual Data Room. You will be able to use arrows to change the file order manually one by one or use the Reorder option on the top.
• Rename the file.
• Delete the file by moving it to Trash.

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.

Viewing and 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 icon next to it, select the 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 icon. To find out more about the editors' features, visit this page.

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 icon next to it and select the 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.

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.

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.

Sharing files and folders

To share files stored in the Documents section via a link:

• Right-click the file and select the Share option or open the Info panel and switch to the Share tab.
• Click Create and copy.
• Select who will have public access to your file: Anyone with the link or DocSpace users only.
• Provide different access permissions:
  • Editing – a user has unrestricted access to the shared file or folder.
  • Review – a user can edit the file but the changes should be accepted or rejected by the file owner.
  • Custom filter – a user can view .xlsx files as per their own filter.
  • Form filling – a user can only fill out forms.
  • Comment – a user can comment the content of the file without editing it.
  • Read only – a user can only view the file.
• Set the time period after which the link will expire: 12 hours, 1 day, 7 days, Unlimited, Custom.

You can also click the Copy shared link icon next to the file in the Compact view. The external link for viewing for anyone will be created and copied to the clipboard.

To share a folder stored in the Documents section:

• Right-click the folder and select the Share option or open the Info panel and use the Share option in the Actions menu.
• The Share folder window will open. Click the Create room button.
• Follow the instruction for creating rooms.

A new room will be created and all the contents of the selected folder will be copied there. Afterward, you can invite other users to collaborate on the files within a room.