Scroll Documents provides three different options to edit a document - Edit Document Metadata, Edit Document Content, and Edit Document Structure.
Edit document metadata
As you experienced in the document creation process, you can add metadata to your document which includes the Document Title, Prefix, Labels, Summary, and Cover Image.
To edit the metadata of the document, first find your document in the Library. Click the actions menu ••• in the right corner of your document card and select Manage:
To edit the document title and summary, under Settings click the fields that you would like to change and add or edit the information.
To edit the cover image of the document, follow the steps to add or remove custom cover images for documents.
Edit document content
Scroll Documents allows you to edit document content by following the standard Confluence page edit workflow from a page tree.
To open your document's page tree, click the actions menu ••• in the right corner of the document card and select Open in page tree.
Clicking this option will take you to the root page of your document and reveal the rest of the page tree in the space sidebar.
Click Edit from the top of any page of your document to start adding or editing content:
Now you can simply follow your standard Confluence page edit workflow and click update when you're finished.
You can also find a shortcut to open your document's page tree in the Document Reader.
Edit the document structure
find the Document toolbox on all Confluence pages that are part of your document, located between the Confluence Watch and Share icon on the far right corner of the page. Simply open the toolbox and click Compose.
This video tutorial will show you how to edit the document structure and add new pages, copy pages, and include existing pages in your document:
Note that in order to edit your document structure, you will first need to create the document and then access the document's page tree:
- From the Document Library, click the actions menu ••• in the right corner of the document card and select Open in page tree. This will take you to the page tree of your document.
- Open the Document toolbox located at the top of the page and click Compose. This will open the Document Composer which allows you to edit your document's structure.
Edit or reorder the document page tree
In the document composer, click on the page title to edit or rename the page in a document. Note that renaming the page in the document page tree also renames the underlying Confluence page.
To reorder a page in the outline, select and drag the page to move it to a new position. The blue bars will indicate the position that the page will be placed in the hierarchy.
Note that the level of the page in the hierarchy will determine the heading level in the Scroll Document reader and export.
Add a new page to the document
With the document composer, you can easily add pages to your document in bulk. You can use this option to either add a new blank page, or simply add a copy of existing page into your, or even include an existing page in your instance. The tool provides you with advanced search options to quickly find the pages you are looking for and add them to your document by simply dragging and dropping them into your document page tree.
Add a new blank page to your document
Hover on the page in the page tree preview on the right where you wish to add a new blank page and then click the blue '+' sign. Then, enter a page title in the text box that appears and press enter to add the page to your document.
Add copy of an existing page to your document
Search for the page you wish to copy into your document using the search bar on the left. You can narrow down your search using the advanced filters like - space, labels, or a time range.
Once you have found the page that you are looking for, simply drag it to the document page tree and drop it at the location of your choice. That's it. Once you click 'save', a copy of the page would have been added to your document.
- You can add copies of multiple pages at the same time. Simply select all the pages in the search result that you wish to copy into your document and then drag and drop them to the desired location on your document page tree.
- You can choose to rename the page if you like. To do so, simply click on the page title in the document page tree, rename the page title, and hit enter.
Include an existing page
This option let's you reference the most up-to-date content of the page being added to the document. Any changes made to the included page will always reflect in the document. When you 'include' an existing page to your document, Scroll Documents creates what is called a 'proxy page'. A proxy page is a special page with the same title of the page being included, and contains an Include Page Macro.
In order to include an existing page to the document, you can follow the same steps as mentioned in Add copy of an existing page to your document above.
Search for the page you wish to include. Drag and drop it into the document page tree at the desired location. Click on the little icon to the left of the page title and select Include Page from the drop down.
Remove a page from the document
Select the delete icon next to the add page button to delete a page from your document. Keep in mind that deleting a page from your document outline also deletes the Confluence page.
If you delete a page in the outline by accident, use the undo button to recover it. In addition, no changes to the outline are final until you click Save at the bottom of the outline editor.