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Create a Document

Create a document with a first working version. Define a tree of Confluence pages as a single unit of content, so you can read, manage, and work on your multi-page document in one view and stay in context.

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

  • Use existing content. 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. The app will take that page tree to create the document. The page tree is left in its original location.

  • Start from scratch. 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. The app will create a completely new page tree at the top level of your Confluence space.

Use Existing Content 

First, decide which page should be the parent page of the document. This page is typically the parent page in a page tree but it can also be your space home page. Everything nested below your selected 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. The document is created and all options of the Document Toolbox are now available.

  4. Click the cog icon in the toolbox to edit or add document details such as Document Title, Summary, Cover Image and Labels.

  5. The document now also appears as a Document card in your Document Library. To find it, open Scroll Documents from the Apps section in your space sidebar.

Start from Scratch 

  1. Open Scroll Documents from the Apps section in your space sidebar.
  2. From the Document Library, click New Document in the upper right corner. The create new document dropdown displays.
  3. Select Start from scratch.

  4. First, define document details such as Document Title, Labels, Summary, and Cover Image.
  5. Using the Organize Page Tree option define and organize the pages that should be part of the working version.
  6. Click Save.

What’s next?

Scroll Documents has now turned your content into the working version of the document. You can think of your working version as the continuously progressing version of your document.

Use this version to prepare changes to your document and save a version once complete.

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