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Define and Edit Document Details

Once you have initiated the document creation process, you can add metadata to your document which includes the Document Title, Labels, Summary, and Cover Image. You can also edit all these details after document creation.

Define Document Details

To define the metadata of a new document, start by creating a document.

From the fields in first step of the Create new document dialog:

  1. Enter a document title of your choice.

  2. (Optional) add:

    • 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.

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

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

Step 1 create new document document details

Edit Document Details

  1. In the Document Manager, click More document actions (•••) > select Edit details.

2. Update what details you find necessary.

3. Click Save.

How to Update the Cover Image

To update the cover image of your document follow these steps:

  1. Navigate to the Document details following the instructions above.

  2. Click Change image, from here you can choose between the options:

    • Gallery if you want to use a default image.

      Change document cover image to a gallery image
    • Upload image if you want to upload and use a custom image.

      Change document cover image to an uploaded image
  3. Click Save when you are done.

When updating the cover image keep in mind that Scroll Documents only support the formats:

  • .jpg

  • .jpeg

  • .png

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