Merge pull request 'CryptPad_Howto' (#107) from CryptPad_Howto into master

Reviewed-on: Disroot/Howto#107
Reviewed-by: meaz <meaz@no-reply@disroot.org>
Reviewed-by: muppeth <muppeth@no-reply@disroot.org>
This commit is contained in:
Fede.- 2021-12-31 03:00:49 +00:00
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The main goal of this site is to help you find your way around the various **Disroot** services.
To cover all the services, with all its **Disroot**'s provided features, for all platforms and/or Operating Systems it's a very ambitious and time consuming project that requires a lot of work. And because we think it could be beneficial not only for our users (disrooters) but the entire **Free Software** and **Open Source** communities running the same or similar software, any help from disrooters is always needed and welcome.<br>
So, if you think there's a missing tutorial, the information is not accurate or could be improved, please contact us and (even better) start writing a how-to yourself.<br>
We aim to cover all the services, with all its **Disroot**'s provided features, for all platforms and/or Operating Systems as well as the largest possible number of clients for the most widely used devices.
To know the different ways you can contribute, please check this [section](/contribute).
It is a very ambitious and time consuming project that requires a lot of work. But since we think it could be beneficial not only for our users (disrooters) but for all **Free Software** and **Open Source** communities running the same or similar software, we also think it is worthwhile. Because of that, any help is always needed and welcome.
So, if you think there's a missing tutorial, the information is not accurate or could be improved, please contact us and (even better) start writing a how-to yourself.
To know the different ways you can contribute, please check this [**section**](/contribute).

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---
title: 'Accounts'
published: true
visible: true
updated:
taxonomy:
category:
- docs
tags:
- user
- account
- cryptpad
page-toc:
active: true
---
# Account types
**Disroot's CryptPad** has two type of accounts, neither of which requires to provide any personal information:
1. **Guest**: you can access and use all the applications and common collaboration and sharing features without registering. This type of account has the **storage time limited to 90 days of inactivity** (per document), the **CryptDrive** features reduced (you can store visited pads to open them later) and you cannot edit and customize your profile.
2. **Registered**: with this type of account you access not only to the guest features (with extra functions) but also to the complete social, collaboration and **CryptDrive** functionalities and it has no storage time limitations (we will see these features in detail later on).
!! **NOTE:**
!! Your **Disroot credentials** will not work in our **CryptPad** so you need to create a separate account.
# Registering an account
To register a new account, click on the **Sign up** button at the top right.
![](en/signup_01.png)
Complete the registration form:
![](en/signup_02.png)
* **Username**: the name you will use to log in to **CryptPad**. It is different from the **Display name** (which is visible to other users) and it cannot be changed once the account is created.
* **Password**: it is highly recommended to use a strong password and save it securely. Remember that due to the private nature of **CryptPad**, it is impossible for the admins to access or recover your data in case you forget/loose your password and/or your username.
![](en/signup_03.png)
Read and accept the terms of the service and finally click on **Sign up**. That's it.
![](en/signup.mp4?resize=1024,576&autoplay=0&loop)
!! **If you have documents created as a guest (non-registered) user, you can import them into your account.**

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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: '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: 'Guest user'
published: true
visible: true
updated:
taxonomy:
category:
- docs
tags:
- user
- profile
- configurations
- cryptpad
page-toc:
active: true
---
# Guest users
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:
1. The **CryptDrive** and **document management** features are reduced
- Pads are stored to open them later
- **Folders** creation and **Tags** are not available
- **Templates** (create/export/import) is not available
2. **Collaboration features** such as **Teams**, **Calendars** and **Contacts** are not available
3. The **storage time is limited to 90 days of inactivity** (per document)
4. **Profile customization** is not available
---
Ok, let's check the **settings** and **basics** of **CryptPad**
- [CryptPad settings and configurations](configurations)
- [CryptPad basics](basics)

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---
title: 'Configurations'
published: true
visible: true
updated:
taxonomy:
category:
- docs
tags:
- user
- profile
- configurations
- cryptpad
page-toc:
active: true
---
# 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)
In the user menu you will find the following options:
- [Profile](../profile)
- [Teams](../teams)
- [Calendar](../calendar)
- [Contacts](../contacts)
- [Settings](../settings)

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---
title: 'Profile'
published: true
visible: true
updated:
taxonomy:
category:
- docs
tags:
- user
- profile
- settings
- cryptpad
page-toc:
active: true
---
# Profile
Here you can customize:
![](en/user_profile.png)
1. The **avatar**, by uploading an image.
2. Add a description.
![](en/description.png)
3. Add a link to a website.
![](en/add_website.png)
4. Share the profile via a link.
![](en/share_profile.png)

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---
title: 'Teams'
published: true
visible: true
updated:
taxonomy:
category:
- docs
tags:
- user
- teams
- cryptpad
page-toc:
active: true
---
# Teams
**Teams** are shared spaces between a group of users. A team has its own **CryptDrive**, chat, and a list of members with roles and permissions. Let's see how it works.
![](en/teams_01.png)
## Create a Team
To create a Team go to the user menu
1. select **Teams**,
2. then **New**
3. and finally rename it as you want/need.
![](en/teams_create.mp4?resize=1024,576&loop)
## Team Drive
![](en/teams_drive.png)
The team drive is the storage space shared between members of the team and it works just like the personal **CryptDrive**.
## Team Members
Team members management is done from the **Members** tab.
1. Select a Team,
2. and then **Members** in the left tabs.
![](en/team_members.gif)
### Invite members
![](en/members.png)
You can
1. invite someone who is already in your **Contacts** (see [**Contacts**](../contacts) to learn how to add a contact)
![](en/invite_contacts.png)
2. or by sending an invitation.
![](en/invitation_1.png)
* **Temporary name**: The name used to identify the invitation link in your pending invitations list.
* **Password**: Add a password to protect the link (this is optional, but it is highly recommended to do it).
* **Personal message**: You can write a message that the recipient will see before they decide to accept the invitation to join the team.
Once you are done, click on **CREATE LINK**
![](en/invitation_2.png)
You will see a **Copied link to clipboard** message and the **pending invitation list**
![](en/invitation_3.png)
!! The **first person** to get the *invitation link* will be able to join the Team and access its content, so double check before you share it.
Once the invitation is accepted you will see the new member in your **Members** roster.
![](en/team_members_1.png)
## Members administration
Each member has a role that can be changed in the team roster. Admins and Owners of a team can manage members of equal or lower role by clicking on the icons at the right of a member name.
![](en/roles_assigning.gif)
The options are:
* **Promote** members to a higher role,
* **Demote** them to a lower role or
* **Kick** them from the team.
Each **role** has its own set of **permissions**
![](en/permissions.png)
- **View**: members can access folders and pads in read-only mode.
- **Edit**: members can create, modify, and delete folders and pads.
- **Manage Members**: members can invite, revoke and change other members roles.
- **Manage Team**: members can change team name and avatar, add or remove Owners, change team subscription and delete teams.
## Team Chat
![](en/chat.png)
You can use the chat to communicate with all team members.
## Team administration
Team owners can access and manage some global aspects of the teams.
![](en/admin.png)
- **Public signing key**: It is used to identify a team on instances that offer subscriptions.
- **Team name**: Here you can change the name of a team.
- **Team avatar**: Add or modify a team avatar.
- **Download team drive**: You can save the content of all documents in the team drive.<br>*When possible, this is done in a format that is readable by other software. Some applications produce files that are only readable by CryptPad*.
- **Team deletion**: This option will permanently delete a team and all of its documents.

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@ -0,0 +1,106 @@
---
title: 'Calendar'
published: true
visible: true
updated:
taxonomy:
category:
- docs
tags:
- user
- calendar
- cryptpad
page-toc:
active: true
---
# Calendar
![](en/calendar.png)
CryptPad Calendar is quite easy to use. Let's see how it works.
## Calendar toolbar
![](en/calendar_toolbar.png)
- **+ New event**: add an event at the current time and date.
- **< >**: move to the previous/next period depending on the view.
- **Today**: center the view on the current day.
- **View menu**: toggle to **Day**, **Week** or **Month** view.
![](en/calendar_toolbar.gif)
## Create a calendar
To create a new calendar, just click on **New calendar** and a dialog box will prompt where you can add a title and a color to identify it. Then click on **SAVE**.
![](en/calendar_new.png)
## Edit a calendar
By clicking on the **···** at the right of a calendar name you will access to its options.
![](en/calendar_options.png)
### Edit
Change the title and color of the calendar
![](en/calendar_edit.png)
### Share
There are three ways to share a calendar:
- with **Contacts**:<br>
when sharing directly with contacts, the calendar link never leaves the encrypted environment of CryptPad. Recommended to prevent data leaks.
- via a **Link**:<br>
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 calendar before sharing the link.
- or **embedding** it:<br>
this allow you to display a calendar on a web page.
In any of the three cases, access rights can be set to allow the recipient to edit the calendar or to only view it.
![](en/calendar_share.png)
### Access
Set the ways the calendar can be accessed.
![](en/calendar_access.png)
- **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.
### Import/Export
You can import or export a calendar to the standard `.ics` format.
![](en/calendar_export.png)
### Properties
Shows the document identifier and size.
![](en/calendar_properties.png)
### Remove
![](en/calendar_remove.png)
## Add events
![](en/calendar_event.png)
To add an event, just click on the the date and time you want. You can modify the duration by dragging the bottom down and edit its options either by clicking on it to open the detailed view or dragging it to a new date/time.
![](en/calendar_add.gif)
![](en/calendar_add_2.gif)

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