General

New document

To create a new document:

• From anywhere on CryptPad: Ctrl+e.

• From the CryptDrive:

  • New in the toolbar.

  • New at the bottom of the file list/grid.

• From a document: File > New.

Logged in users

The creation screen offers a number of options when new documents are created.

• Owned document: Create the new document as owner. If the document is created without an owner this setting cannot be modified.

• Expiring document: Specify an expiry date after which the document will be destroyed. This setting cannot be modified after the document is created.

• Add a password: Secure the sharing of the document with a password. This setting can be changed later in the Access menu.

• Template: Choose to start from a blank document or use a template as a starting point.

Note

All templates saved in CryptDrive or in teams that you are part of appear on the creation screen. To save a document as a template:

• In the open document: File > Save as template.

or

• In the CryptDrive: Drag the document to the Templates folder.

Saving

Changes to documents are saved automatically. The status line in the document toolbar (under the title) confirms that changes have been saved.

Make a copy

To duplicate a document:

• From the document: File > Make a copy.

• From the CryptDrive: Right click on the document > Make a copy.

Note

Make a copy can be used to purge history from a file, for example if you want to redact content from the history and/or make it completely unavailable.

Warning

Beware, an important caveat of using Make a copy is that you'll have to share again the document with your contacts or the persons you sent the link to.

Document history

The history toolbar

The history of documents is saved and can be restored if needed. To view and restore the history of a document:

1. File > History.

2. Use the arrows to navigate:

   • and between each edit.

   • and between each author.

   • and between each editing session (when the same group of authors was connected to the document).

3. Restore the displayed version with Restore , or close the history without restoring with Close.

To save storage space, history can be deleted in the document’s properties Document owners

Note

The history functionality works slightly differently in the Spreadsheet application, due to the integration of OnlyOffice with CryptPad's encrypted real-time collaboration. Please refer to spreadsheet history for further details.

Version Links

To share a link to the displayed version of the history:

• Share in the toolbar.

• Select Contacts, Link or Embed similarly to when sharing a document.

Recipients will be able to view the selected version in read-only mode.

Warning

Sharing a link to a version also gives read-only access to all versions of the document.

Create a snapshot from history

To create a snapshot from the displayed version of the history:

• button in the toolbar.

• In the dialog, provide a name for the snapshot.

• New Snapshot

Snapshots

The snapshots dialog

Snapshots are specific points in the history of a document that are named for easy reference.

To create a snapshot from the current state of the document:

• File > Snapshots

• In the dialog, provide a name for the snapshot.

• New Snapshot

To create a snapshot from a version in the document's history see snapshot from history above.

To view and restore a snapshot:

• File > Snapshots

• In the dialog, Click on the snapshot in the list and View.

• The snapshot opens in a new window.

• Restore or Close

To delete a snapshot:

• File > Snapshots

• In the dialog, Click on the snapshot in the list and Delete.

Warning

Snapshots are part of the document's history. If you delete the history in the Properties snapshots will be deleted as well.

Properties

To access the properties menu:

• From the document: File > Properties.

• From the CryptDrive: Right click on the document > Properties.

Available data:

• Document identifier to share with instance administrators in case of an issue. (note that this does not expose the content of of the document).

• Links to edit and view (depending on your permissions).

• Dates of creation and last access.

• Size.

The document size shows the proportions used for content and for history. To save storage space, delete the document’s history with Delete history and confirm. Document owners

Users and chat

Interact with users connected to the same document through the user-list and the Chat.

To show/hide these panes:

• for the user-list.

• Chat for the chat.