CryptPad H2: Guest user + Share (Registered)

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---
title: 'Configurations'
published: true
visible: true
updated:
taxonomy:
category:
- docs
tags:
- user
- profile
- configurations
- cryptpad
page-toc:
active: true
---
# Guest users configurations
To access your CryptPad settings, just click on the user avatar at the top right.
![](en/settings.png)
## Account
![](en/account.png)
Here you can change:
- the **display name**, which is the name other users will see when collaborating on documents, for example;
- the interface **language**
- and the **automatic download limit** settings
## Confidentiality
![](en/confidentiality.png)
At this section you will find the following options:
- **Pad storage in CryptDrive**: here you can manage the way the documents you visit are stored in your CryptDrive. Options are:
- **Automatic**: all the pads you visit are stored
- **Manual (always ask)**: you will be asked if you want to store them
- **Manual (never ask)**: pads are not stored automatically and the option to do it will be hidden
- **Safe links**: this setting is active by default. When enabled, the link in your browsers address bar does not provide access to the document unless the recipient already has it in their CryptDrive.
- **Feedback**: this option is disabled by default. When enabled, CryptPad sends anonymous usage feedback to the server (for user experience improvements). The content of documents is never shared.
- **Cache**: enable/disable CryptPad cache.
## Appearance
![](en/appearance.png)
- **Color theme**: set the theme colors (light or dark) for CryptPad interface.
## CryptDrive
![](en/cryptdrive.png)
**CryptDrive** is where documents are stored and managed.
- **Tips**: the CryptPad's help messages. Clicking on **Reset** will display them again (in case they have been dismissed).
- **Thumbnails**: Enable/disable the grid mode. When enabled, CryptPad creates thumbnails of the documents and store them in your browser. To delete all existing thumbnails, use the **Clean** button.
- **Backup**: there are two types of backups:
- **Backup/Restore**: this option saves access to documents that can be restored in another session. This means **only the keys of documents in the drive are saved, not their content**.
- **Download my CryptDrive**: this option saves the content of all documents in the drive.
## Cursor
![](en/cursor.png)
Here you can change:
- **Cursor color**: the color of your cursor (useful to identify yourself when collaborating on documents). It also determines the color of your text when color by author is active in **Code** documents.
- **Share my cursor position**: choose whether or not to display your cursor's position to other users in collaborative documents.
- **Display other users cursor position (BETA)**: choose whether or not to see other users cursor's position in collaborative documents.
## Rich text
![](en/rich_text.png)
These are the user settings for the **Rich Text** application.
- **Editors maximum width**: Switch between page mode (default) that limits the width of the text editor, and using the full width of the screen.
- **Spellcheck**: Enable/disable spellcheck in Rich Text documents.
- **Comment notifications**: check this option to disable notifications when another user replies to one of your comments.
## Code
![](en/code.png)
User settings for the Code / Markdown application.
- **Code editor indentation (spaces)**: Choose the number of spaces for each level of indentation.
- **Indent using tabs (instead of spaces)**: Check this option to insert tabs rather than spaces with the `Tab` key.
- **Auto-close brackets**: Automatically insert a closing character `)` when brackets are opened with `(` (it also works with `[`, `'`, `"`).
- **Font size in the code editor**: Set the size of text in the code editor.
- **Spellcheck**: Underline spelling mistakes in the code editor, correction suggestions are available through right click on the word to correct.
## Kanban
![](en/kanban.png)
- **Tag filter**: Select how you want the tag filter to act when selecting multiple tags: only show cards containing all the selected tags (AND) or show cards containing any of the selected tags (OR)
## Notifications
![](en/notifications.png)
- **Calendar notifications**: Enable/disable all notifications for upcoming calendar events.

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---
title: 'CryptPad basics'
published: true
visible: true
updated:
taxonomy:
category:
- docs
tags:
- user
- profile
- configurations
- cryptpad
page-toc:
active: true
---
# CryptPad Basics
# Documents management
## Create a document
To create a new document you can either do it from the **CryptPad** main page...
![](en/main.png)
or from the **CryptDrive** by clicking the **+ New** button.
![](en/create.gif)
If you create a document from the main page, once it is open, a message will prompt in the lower right corner asking you whether you want to store it or not.
![](en/store.png)
You can configure how CryptPad should manage the pads you visit (set if they are automatically or manually stored) in the **Confidentiality** tab at your [**user settings**](../configurations#confidentiality).
If you choose to store them, a message will appear indicating they were added to your drive.
![](en/stored.png)
Now you can access the document from your drive.
![](en/docs.gif)
## Saving changes
CryptPad automatically saves the changes made on documents. Under the title, you will see a notification when changes have been saved.
![](en/saved.png)
## Toolbar & pads options
![](en/toolbar.png)
The main options you will find in the **toolbar** are:
1. **File**: here you have several options regarding the document you are working on
![](en/file_menu.png)
- **+ New**: create a new document.
- **Snapshots**: it creates a specific point in the document history that you can name and use as a reference. To create a snapshot from the current state of a document, click on this option and giving it a name. Also from this same menu you can view (open), restore and/or delete snapshots.
![](en/snapshots.gif)
- **History**: the history of a document is automatically saved and you can navigate to a certain point and restore it if you needed. To view and restore the history of a document, click on this option and use the arrows to navigate between each edit, each author or each editing session (when the same group of authors was connected to the document) in the history. Once you have found the desired version, click on the **RESTORE** button to restore it. You can also make a snapshot from the history line of a pad.
![](en/history.gif)
- **Import**: to import a document from a local file.
- **Make a copy**: creates a duplicate of a file.
- **Export**: exports the document to a local file in .html, .md or .doc format.
![](en/export.png)
- **Print**: prints the document or exports it to a .pdf file.
- **Move to trash**: removes a document from your drive (although it could remain in other users' drive who have store it).
![](en/trash.png)
- **Properties**: get the current document properties.
![](en/properties.png)
* Document identifier: it is the file identifier (you can use it to share with an instance administrator in case of an issue). **This does not expose the content of the document.**
* **Editing** and **Read-only** links (depending on your permissions) to share).
* **Creation** and **Last access** dates.
- **Help**: access the documentation regarding the application in use.
2. **Tools**: to hide/show the application tools
![](en/tools.gif)
## Users & Chat
You can interact with other users connected to the same document through the **User list** and the **Chat**.
![](en/users_chat.gif)
## Share
As guest user, you have two ways to share documents (Contacts sharing requires to be logged in):
![](en/share.gif)
- via a **Link**: this option provides a link that can be shared through the medium of your choice.
- or **embedding** it: this allow you to display a document on a web page.
In any of the cases, access rights can be set to allow the recipient to **Edit** the pad or to only **View** it.
!! The Access feature is disable for guest users
![](en/access.gif)

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---
title: 'Guest user configurations'
title: 'Guest user'
published: true
visible: true
updated:
@ -15,99 +15,26 @@ page-toc:
active: true
---
# Guest user configurations
To access your CryptPad settings, just click on the user avatar at the top right.
# Guest users
![](en/settings.png)
Although guest users can access and use all the applications and common collaboration and sharing features without registering, there are a few important limitations to note:
## Account
1. The **CryptDrive** and **document management** features are reduced
![](en/account.png)
- Pads are stored to open them later
- **Folders** creation and **Tags** are not available
- **Templates** (create/export/import) is not available
Here you can change:
- the **display name**, which is the name other users will see when collaborating on documents, for example;
- the interface **language**
- and the **automatic download limit** settings
2. **Collaboration features** such as **Teams**, **Calendars** and **Contacts** are not available
## Confidentiality
3. The **storage time is limited to 90 days of inactivity** (per document)
![](en/confidentiality.png)
4. **Profile customization** is not available
At this section you will find the following options:
- **Pad storage in CryptDrive**: here you can manage the way the documents you visit are stored in your CryptDrive. Options are:
- **Automatic**: all the pads you visit are stored
- **Manual (always ask)**: you will be asked if you want to store them
- **Manual (never ask)**: pads are not stored automatically and the option to do it will be hidden
---
Ok, let's check the **settings** and **basics** of **CryptPad**
- **Safe links**: this setting is active by default. When enabled, the link in your browsers address bar does not provide access to the document unless the recipient already has it in their CryptDrive.
- [CryptPad settings and configurations](configurations)
- **Feedback**: this option is disabled by default. When enabled, CryptPad sends anonymous usage feedback to the server (for user experience improvements). The content of documents is never shared.
- **Cache**: enable/disable CryptPad cache.
## Appearance
![](en/appearance.png)
- **Color theme**: set the theme colors (light or dark) for CryptPad interface.
## CryptDrive
![](en/cryptdrive.png)
**CryptDrive** is where documents are stored and managed.
- **Tips**: the CryptPad's help messages. Clicking on **Reset** will display them again (in case they have been dismissed).
- **Thumbnails**: Enable/disable the grid mode. When enabled, CryptPad creates thumbnails of the documents and store them in your browser. To delete all existing thumbnails, use the **Clean** button.
- **Backup**: there are two types of backups:
- **Backup/Restore**: this option saves access to documents that can be restored in another session. This means **only the keys of documents in the drive are saved, not their content**.
- **Download my CryptDrive**: this option saves the content of all documents in the drive.
## Cursor
![](en/cursor.png)
Here you can change:
- **Cursor color**: the color of your cursor (useful to identify yourself when collaborating on documents). It also determines the color of your text when color by author is active in **Code** documents.
- **Share my cursor position**: choose whether or not to display your cursor's position to other users in collaborative documents.
- **Display other users cursor position (BETA)**: choose whether or not to see other users cursor's position in collaborative documents.
## Rich text
![](en/rich_text.png)
These are the user settings for the **Rich Text** application.
- **Editors maximum width**: Switch between page mode (default) that limits the width of the text editor, and using the full width of the screen.
- **Spellcheck**: Enable/disable spellcheck in Rich Text documents.
- **Comment notifications**: check this option to disable notifications when another user replies to one of your comments.
## Code
![](en/code.png)
User settings for the Code / Markdown application.
- **Code editor indentation (spaces)**: Choose the number of spaces for each level of indentation.
- **Indent using tabs (instead of spaces)**: Check this option to insert tabs rather than spaces with the `Tab` key.
- **Auto-close brackets**: Automatically insert a closing character `)` when brackets are opened with `(` (it also works with `[`, `'`, `"`).
- **Font size in the code editor**: Set the size of text in the code editor.
- **Spellcheck**: Underline spelling mistakes in the code editor, correction suggestions are available through right click on the word to correct.
## Kanban
![](en/kanban.png)
- **Tag filter**: Select how you want the tag filter to act when selecting multiple tags: only show cards containing all the selected tags (AND) or show cards containing any of the selected tags (OR)
## Notifications
![](en/notifications.png)
- **Calendar notifications**: Enable/disable all notifications for upcoming calendar events.
- [CryptPad basics](basics)

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---
title: 'Registered user configurations'
title: 'Configurations'
published: true
visible: true
updated:
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active: true
---
# Registered user configurations
Registered users have additional functionalities enabled:
- Storage space for documents is personal, permanent and can host multimedia files.
- File management options:
* add a password, an expiry date, or an access list.
* organize documents in folders, shared folders, or with tags and templates.
- Create and work with Teams.
- Profile customization
- Contacts list to share documents and chat with.
- Notifications for interactions between contacts.
# Configurations
To access your configurations, click on the user menu at the top right (the first time you log in it will show the first 2 letters of your display name).
![](en/settings.png)

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---
title: 'CryptDrive'
published: true
visible: true
updated:
taxonomy:
category:
- docs
tags:
- user
- cryptdrive
- cryptpad
page-toc:
active: true
---
# CryptDrive
CryptDrive is where documents are stored and managed. It is the default landing page for **registered** users. You can also access it from the user menu.
![](en/drive.png)
## Display
You can choose to display your documents as a list or a grid. To switch between them, click on the view button at the right under the user avatar.
![](en/view.gif)
In grid mode, documents thumbnails are displayed. These can be turned on/off in the [**user settings**](../users/registered/settings#cryptdrive-settings).
# Documents management
Most common operations on folders can be done from the right-click menu. But there are also other ways.
## Create a folder
There are several ways to create a folder:
- clicking **+ New** option either at the toolbar or the main window (list mode or grid mode),
- right-clicking, or
- pressing `Ctrl` + `e` keys and selecting **Folder**.
![](en/new_folder.gif)
Once the folder has been created, you can add documents to it by dragging them from the drive.
![](en/add_doc.gif)
## Change folder color
To change a folder color, right-click on the folder you want to modify, select **Change color** and pick up a new color from the palette.
![](en/color.png)
## Rename a folder
To rename a folder, right-click on the folder you want to rename, select **Rename** and edit the folder name.
![](en/rename.png)
## Renaming documents
You can rename a document just for you or for all users you are working with.
## To rename a document in your drive
- Right-click on a document, select **Rename**, change it and press `Enter`.
![](en/rename_doc.png)
A flag icon will indicate that a document title is different in your drive than for other users.
## To rename a document for all users
- Access a document, click on the pencil icon at the right of its name, modify the name and click on the `✓` icon or press `Enter` to save it.
![](en/rename_doc.gif)
## Deleting a document
There are two options to delete a document:
![](en/delete.gif)
1. **Move to trash**: this will send a document to your **Trash** can but it will remains in the CryptDrive database for other users who have previously stored it. The document can be recovered using the drive **history**.
![](en/move_to_trash.gif)
- You can remove a document by dragging it to the **Trash**, right-clicking on it and selecting **Move to trash** or selecting it and pressing the `Del` key.
- To remove a document from the drive without storing it in the **Trash** first, select it and press the `Shift` + `Del` keys.
- To empty the **Trash** just right-click on the **Trash** tab and select **Empty the trash** or click on the **Trash** tab and then **EMPTY THE TRASH** button.<br>
In any case, if you are the owner of some documents in the trash when you empty it, you will be prompted to decide if you want to **REMOVE** or **DESTROY** them.
![](en/empty_trash.gif)
2. **Detroy**: this action deletes a document from the database permanently. Destroying a document will delete it from all users drives that have store it, and it cannot be recovered again.
![](en/destroy.gif)
- To destroy a document, right-click on it and select **Destroy**.
!! Remember that if a document is not stored in any CryptDrive, it is automatically destroyed from the database after 90 days.
!! **NOTE**<br>
!! Once destroyed, documents may still appear in other user's CryptDrives. Once a document has been added to someone's drive, the encrypted nature of CryptPad makes it impossible to take it back. Therefore a destroyed document may still appeared in a user's drive if they had previously stored it. However, they will not be able to open the document.
## History
CryptDrive saves a history of versions that can be restored if you need it.
![](en/history.gif)
To restore a version:
- click on the history button at the right of the toolbar, under the user avatar;
- navigate the history with the **|<< |<** and **>| >>|** arrows;
- once you find the version you were looking for, restore it by clicking on **RESTORE**. To exit the history without restoring, click on **CLOSE**.
!! **NOTE on shared folders**<br>
!! Shared folders have their own history, separate from the CryptDrive's one. Restoring the history of the drive does not affect shared folders, conversely the history of a shared folder can be restored without affecting the rest of the drive.
## Tags
You can group documents in multiple categories by using tags. Your tags will not be visible to other users.
![](en/tags.gif)
- To add or remove tags from a document in CryptPad:<br>
Right-click on the document and select **Tags**
![](en/tags_docs.gif)
- To add or remove tags from a document:<br>
Go to **File** -> **Tags**
![](en/tags_file.gif)
- To add tags to multiple files:<br>
1. Select the documents with the `Ctrl` + click,
2. right-click on the selected files and then **Tags**
![](en/tags_multiple.gif)
## Templates
Templates are useful to create documents that has similar structure, avoiding creating new ones from the start.
![](en/templates.png)
To create a template, you can:
1. go to the **Template** tab and select **+ New**, or
2. from an existing document, go to **File** -> **Save as template**
![](en/template.mp4?resize=1024,576&autoplay=1&loop)
Now to use a template, you can:
1. select it when creating a new document,
![](en/template_use.png)
2. in an existing document, go to **File** -> **Import a template**. Keep in mind that **this option replaces the contents** of the document with the template.
![](en/template_import.gif)

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---
title: 'Share & Access'
published: true
visible: true
updated:
taxonomy:
category:
- docs
tags:
- user
- sharing
- access
- cryptpad
page-toc:
active: true
---
# Share
There are three ways to share documents and calendars:
- with **Contacts**: when sharing directly with contacts, the document link never leaves the encrypted environment of CryptPad. Recommended to prevent data leaks.
- via a **Link**: this option provides a link that can be shared through the medium of your choice. This method can present security risks. To add a level of security, it is recommended to add a password to the document before sharing the link.
- or **embedding** it: this allow you to display a pad or a calendar on a web page.
![](en/share.png)
In any of the three cases, access rights can be set to allow the recipient to **Edit** the documents or to only **View** it.
To share a file from the drive, just richt-click on a file and then **Share**.
You can also share a pad from the
![](en/share_drive.gif)
# Access
Set the ways documents and calendars can be accessed.
![](en/)
- **Access**
* **Destroy**: Delete the document permanently.
- **List**
* The **access list** restricts access to a document. Once active, users who are not on the list are not able to access the document, even if they have it stored in their CryptDrive.<br>
**To enable the access list**, check **Enable access list**. The owners of the document are on the list by default and cannot be removed from it.<br>
**To add contacts or teams** to the list, select them from the contacts list on the right and add them with the arrow button.<br>
**To remove a user or team** from the list use the **x** button next to their name.
![](en/calendar_al.gif)
- **Owners**
* Manage the ownership of the document. Owners of a document have permissions to **enable an access list**, **enable a password**, **add or remove other owners**, and to **destroy the document**.<br>
To **add** or **remove** users as owners proceed the same way as with the contacts list.
!! If a document is created without owners, no one has permissions to manage its ownership. It cannot be permanently destroyed by anyone, but can be removed from the CryptDrive and will be destroyed automatically after 90 days of inactivity.

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---
title: 'Registered user'
published: true
visible: true
updated:
taxonomy:
category:
- docs
tags:
- user
- profile
- configurations
- cryptpad
page-toc:
active: true
---
# Registered users
Registered users have additional functionalities enabled:
- **Storage space** for documents is personal, permanent and can host multimedia files.
- **File management options**:
* add a password, an expiry date, or an access list.
* organize documents in folders, shared folders, or with tags and templates.
- Create and work with **Teams**.
- **Profile** customization
- **Contacts** features (to share documents and chat with them)
- **Notifications** for interactions between contacts.
---
In the next chapters we will learn how to configure CryptPad, its basics and how to manage CryptDrive
- ## [Configurations](configurations)
- ## [CryptDrive](cryptdrive)

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# Users
Both type of users, **guests** (non-registered) and **registered**, have access to all the **CryptPad** suite applications. However, options, settings and functionalities are different for one and the other.
## [Guest user configurations](guest)
## [Guest user](guest)
## Registered user
- ### [Configurations](registered/configurations)
- ### [Profile](registered/profile)
- ### [Teams](registered/teams)
- ### [Calendar](registered/calendar)
- ### [Contacts](registered/contacts)
- ### [Settings](registered/settings)
## [Registered user](registered)

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