Manage Page-level Workflows

If you manage documentation collaboratively in Scroll Documents, you may have faced challenges in tracking changes and knowing when pages are ready to be published.

The workflow feature in Scroll Documents helps by providing better visibility into page statuses, allowing you to treat pages differently based on their status and automatically resetting them to a draft state when changes are made.

What Are Workflows?

A workflow helps teams manage changes on their content through defined statuses that are applied to every page in your Scroll Document. You can apply a workflow to a document to ensure that changes are reviewed and completed before they are finalized. Scroll Documents offers two types of workflows:

• Simple workflow: A two-step workflow where pages can have the statuses Draft and Approved

• Approval workflow: A three-step workflow where pages can have the statuses Draft, In Review, and Approved

When saving or publishing a document version, you can either include all pages as they currently exist in Confluence or apply workflow rules. For pages that are not ready, these rules let you:

• Exclude pages from the saved or published version.

• Use the last approved version of a page instead of an incomplete draft if previous versions exist. This is referred to as a fallback.

What’s Next?

This section of the documentation will walk you through the individual steps of working with workflows in Scroll Documents: