We're delighted that you've chosen to get started with Scroll Documents.
If you have already created your first document, you can skip to 2: Add a page structure to your document and learn how to add a structure to your document.
This guide takes you on a tour of Scroll Documents' key functionality – learn to:
1: Create a new document
2: Add content to your document
3: Use the Document Reader to read and share your document
4: Save a Version
5: Set a Document Status
6: Export the Document to PDF or Word
1: Create a new document
Navigate to the Documents app in your space by clicking the Document Library sidebar item. You can find it sitting alongside Pages and Blogs.
- Click New document to launch the Create Wizard.
- Select Compose a new page tree from the list of options, and click Next.
- In the first step, enter a document title of your choice and select a parent page. You may also choose to add a prefix to your document, and then click Next.
- In the second step, you may choose to add additional document metadata such as Labels, Summary, Cover image and Status, and then click Next.
- In the final step, you can choose to add new and existing pages to your document to build up your document page tree, and then click Save.
- You can now choose what to do next. To start adding content to your document, click Open in page tree:
2: Add content to your document
Scroll Documents lets you to edit document content by following the standard Confluence page edit workflow from the page tree.
Click Edit from the top of any page of your document to start adding content:
Once you have made all changes, click update to close the Confluence editor.
All changes will be now be reflected in your document. Your created documents will all appear in the Documents Library.
This library is the home for all documents created within your space. It enables you to access, organize, classify, and filter documents from one place in Confluence.
Each document is presented in a Document card where you can see the document title and the icon of the user who created the document, along with the creation date.
4: Use the Document Reader to read and share your document
The Document Reader is a dedicated, scrollable view of all of the pages of your document. The reader is an ideal way to share your document with your readers. In addition to optimizing readability, they can view and navigate the document using the outline.
You can also use the reader to jump directly to the document's Confluence pages and editor.
To open the document in the Document reader simply click your document's card in the library.
You can now read and scroll through the content of your entire document. To expand the view click on the Fullscreen icon on the top right:
5: Save a Version
When you Save a version of a document, you're saving a snapshot of that document's page structure and content at a certain point in time. You can use the versioning feature to version multiple pages as a single unit – for example, to track changes to documents throughout the document lifecycle.
- Click the actions menu ••• in the right corner of your document card and select manage:
You are now in the Document Manager. From the left navigation bar, click Versions
- Click the New Version button in the top right corner of the page:
- In the New Version dialog, assign the version a name and optionally add a comment. You may choose to leave the default values for the rest of the fields, and then click Save.
- The new version will appear in your list of versions, along with the version name, summary of changes, a date and time stamp and the name of the user who saved the version:
- Now that this version is saved, you can compare this version to the current working version or any future version of the document by clicking on the compare icon in the version table.
6: Set a Document Status
With Scroll Documents, you can assign a status to your document to indicate what state it is in. By default, all documents are set to In Progress, but you can choose to set this to Under Review or Approved. Note that these statuses apply to the document itself and not its individual pages.
To change the status of your on-boarding document:
- Click the Status dropdown at the bottom of the page
- Use the status picker to change the status from In Progress to Under Review:
- The status of the document has been changed in the metadata of the document.
Statuses also apply to the saved versions of your document and can be updated at any time from Versions in the Document Manager.
The document manager is the central hub for all your document management needs. Read more about how you can control document versions, set document restrictions and track changes to a document over time.
7: Export the Document to PDF or Word
You can export your multi-page documents to PDF or Word format and use the powerful customization functionality to fully style the output thanks to an integration with Scroll PDF Exporter and Scroll Word Exporter,
In order to take advantage of the export features in Scroll Documents, you need to have these apps installed. If you don't have them on your system, you can try Scroll PDF Exporter and Scroll Word Exporter for free on the Atlassian Marketplace.
The alternative is to export the pages of your document using Confluence's export functionality.
To export to PDF or Word:
- In the library, click the actions menu ••• in the right corner of the document card:
- Select Export to PDF/Export to Word depending on the format you want.
The Scroll PDF or Word Exporter dialogue will appear where you can select your Template and Export Scope. Since this document already consists of a page and its children, the Export Scope has been pre-defined and cannot be edited:
- Select from one of Scroll PDF or Word Exporter's bundled templates or choose one of your own custom templates and click Export:
- Your formatted PDF will be available in your downloads. For more information about Scroll PDF Exporter, please visit the documentation for this app.
That's it! You now know how to create documents, save versions, set statuses, and export to PDF or Word!