Connecting Desktop Editors to your SaaS portal

If you do not have a portal yet, launch Desktop Editors, switch to the Connect to cloud section at the left side panel and click the Create an ONLYOFFICE cloud button.

The cloud version signup form will open in a new tab of the Desktop Editors interface. Go through several easy steps to fill in all the fields of the registration form.

You will need to specify the following information:

• enter your First and Last Name;
• specify a valid Email address and your Phone number;
• choose the language of communication and the number of users;
• enter a Name for your portal in the Create account name field.
  The portal name CANNOT be less than 6 characters long.
• set a Password you will use to access your portal. By default, the password must be at least 8 characters long.
• specify if you want to be informed about the service possibilities, then review the service Terms and Conditions.

When all the fields are filled in click the START NOW button.

The Start page of your cloud office will open in a new tab of the Desktop Editors interface. You can switch to the Documents module and proceed to Step 3.

To connect Desktop Editors to your existing portal account perform the following actions:

1. Switch to the Connect to cloud section on the left side panel.
2. Click the ONLYOFFICE button to connect to an existing portal. Alternatively, you can use the Connect now link at the bottom.
   
3. The Connect to cloud office window opens with the ONLYOFFICE option selected.
   • in the Cloud office URL field, enter your ONLYOFFICE cloud address in the form portalname.onlyoffice.com or https://portalname.onlyoffice.com. When ready, click the Connect now button.
     You can also enter personal.onlyoffice.com in this field to connect to your account for personal use.
     

   • The ONLYOFFICE cloud sign in page will open in a new tab of the Desktop Editors interface.

     • Specify your email and the password you use to access your account,
     • Click the Sign In button.
     

     If the two-factor authentication is enabled in your cloud office, a new window opens where you should enter the verification code received in an SMS message.

Your portal Documents module will open.

Once you connect Desktop Editors to your cloud office, you can switch between the available sections (My documents, Shared with me, Favorites, Recent, 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 cloud office users or provide access to the file via an external link.

1. click the Share button to the right of the necessary document - the Sharing Settings window opens,
2. 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,
3. 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.

4. 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.

Click the logo in the upper left corner of the Desktop Editors interface to return to the main program window, then switch to the Connect to cloud section to view the Connected clouds list. Right-click on a connected cloud office and use one of the available contextual menu options:

• Open - to switch to the corresponding cloud office tab, if you are already logged in to this account, or to open the Connect to cloud office window, if you are not currently logged in (in this case, you will need to enter your credentials),
• Logout - to exit from your account,
  You can also click the icon to the right of the account to exit from it.
• Remove from list - to disconnect the selected account and remove it from the list.

If you have several accounts or clouds, use the Add cloud button to connect one more account.