Update the document metadata, content, and 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:

Navigate to the Document Manager

  • From the Document Library, click the actions menu ••• on a document and select Manage.

Or

  • From a page in a document, click Document toolbox and select Manage.


Navigate to settings


  1. Click Settings in the space sidebar.

  2. Click Metadata.

  3. Make changes.

  4. Optionally, update the document cover image by clicking Change image. The Change cover dialogue displays

    1. Select an image from the gallery or upload a custom image. You can chose to drag and drop and image from your device, or upload it by clicking Upload an image.
      ⓘ Only .jpg, .jpeg, and .png files are supported.

  5. Click Save.

Edit Document Content


You can edit the content in a document by updating the pages in the document page tree.


  1. From a page in your document, click Edit.

  2. Make changes.

  3. Click Save.

Edit the Document Structure

The document outline in the Document Reader displays all page titles and headings within the pages of your document. You can edit or rearrange this document outline at any time, and even delete or add new pages to your document using the Document Composer.

  • From a page in your document, click Document toolbox and select Organize Page Tree.

This video tutorial shows how to edit the document structure by adding new pages, copying pages, and including existing pages in your document:


To edit your document structure, first, create the document and then navigate to the document's page tree.


Edit or reorder the document page tree

In the Document Composer, click the page title to edit or rename the page. The page is renamed in the document and in the space.

To reorder a page in the outline, click and drag the page to move it to a new position. The blue bars indicate the position in which the page will be placed in the hierarchy.

The level of the page in the hierarchy determines the heading level in the Document Reader and export.


Add a new page to the document

With the document composer, you can quickly add pages to your document in bulk. You can use this option to either:

  • Add a new blank page

  • Add a copy of an existing page

  • Include an existing page

Use advanced search options to quickly find the pages you're looking for and add them to the document by dragging and dropping them into the document page tree.

Add a new blank page to your document

  1. Hover your mouse over a page where you want to add a new blank page in the page tree and click +. A new new page box displays.

  2. Enter a page title and click the checkmark.

Add copy of an existing page to your document

Search for the page you want to copy into your document using the search bar. You can narrow down your search using the advanced filters like:

  • Space

  • Label

  • Time range

Once you find the page you're looking for, drag it to the document page tree and drop it at the location of your choice.


Tips

  • 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

Reference the most up-to-date content of the page being added to the document. Any changes made to the included page always reflect in the document.

When you include an existing page to a 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.

To include an existing page to the document, you can follow the same steps used when adding a copy of an existing page to your document.

Search for the page you want to include. Drag and drop it into the document page tree at the desired location. Click the icon to the left of the page title and select Include Page.


Remove a page from the document

Reference the most up-to-date content of the page being added to the document. Any changes made to the included page always reflect in the document.

When you include an existing page to a 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.

To include an existing page to the document, you can follow the same steps used when adding a copy of an existing page to your document.

Search for the page you want to include. Drag and drop it into the document page tree at the desired location. Click the icon to the left of the page title and select Include Page.