Creating a document allows you to define a tree of Confluence pages as a single unit of content, letting you read, manage, and work on your multi-page documents in one view and stay in context.

In Scroll Documents, there are two methods of creating new documents:

  • Create a document from an existing page tree. You should do this when you already have a related set of pages, and you want to start managing them as a single unit of content.
  • Create a document from new page tree. This is for when you are going to author a new multi-page document in Confluence from scratch, and you want to take advantage of Scroll Documents' document management features.

Start from an Existing Page Tree 

First, decide which page should be the parent page of the document. This page is typically the parent page in a page tree. Everything nested below this page will be part of the document.

To create the document:

  1. Navigate to the document parent page.

  2. Open the Document toolbox located at the top of the page between the watch and share icon.

  3. Click Enable Scroll Documents. All options of the Document Toolbox are now available.

The document is created and appears in your Document Library.

Create a Document from a New Page Tree 

Navigate to the Documents Library by selecting the Documents library space sidebar item, then click New Document in the top right-hand corner:

Create new document

  1. Select Create a new page tree.

  2. Click Next.

Step 1: Name your Document

  1. Enter a document title of your choice.

  2. Optionally, add a prefix to your document.

  3. Optionally, select a parent page.

  4. Click Next.

Step 2: Add metadata

  1. Optionally add the following:

    1. Labels which offer flexibility for categorizing and filtering the documents in your space. Note that the document labels are not the same as Confluence page labels.

    2. Summary to help you and other users know what this document is about without having to open or read each individual page.

    3. Cover image to help you visually identify and distinguish your document in the document library.

    4. Status to convey the state of the document to readers and contributors.

  2. Click Next.

Step 3: Add pages

  1. Optionally, add new and existing pages to your document to build up your document page tree.
    ✅ Read more about how to structure and reorder the pages and how to assemble a document from existing Confluence pages.

  2. Click Save.

The document is created and appears in your Document Library.