Breadcrumbs

Create a Document

When you create a Scroll document, you transform a single page or a parent page with its children into a document. This content is placed a Working version, which is where you'll make ongoing edits and updates. Once you're ready to capture a snapshot of your progress, you can save a new version of your document.

In Scroll Content Manager, there are three options for creating a document:

  • Use existing page tree. Choose this option when you already have existing documentation in a Confluence space.

  • Create new page tree. Choose this option when you are starting to author brand new documentation in a Confluence space.

  • Create from template. Choose this option if you want to quickly try out the features of the app using a pre-defined product documentation template.


Document Library screen showing options to create a new document using an existing page tree, a new page tree, or a template.


Which Content Types Does Scroll Content Manager Support?

Before creating a new document, it’s important to note that the app is designed for use with standard Confluence pages. Using it with newer collaborative content types in Confluence can cause unexpected behaviours in Confluence.

To learn more about how Scroll Content Manager handles different types of content, refer to: How Does Scroll Content Manager Handle Different Content Types?

Now, let's explore the various ways in which you can create a document using both new and existing Confluence pages below.

Use Existing Page Tree

Your documentation could be organized as a single Confluence page, a page tree, or an entire Confluence space. This option will create a new document, enable versioning for it, and add your documentation page tree (with its structure and content) as the Working version.

But, before we can begin, here are a couple of things you should know -

What is the root page of my documentation?

In a document, the top-level page of your documentation is known as the root page. This may vary depending on the scope of your documentation in Confluence. E.g.

  • If your documentation consists of only a single page, then this page is considered as the root page.

  • If your documentation is organized in a page tree within a space, then the top-level page of the tree is considered as the root page.

  • If an entire space represents your documentation, then the space home page is considered as the root page.

In case you add any pages below the document root page in the future, Scroll Content Manager will consider them a part of the documentation, and will be subject to versioning.

Does this affect or alter my existing doumentation in any way?

No, this does not affect the structure and content of your documentation in any way.

You can create a new document from existing content in two ways:

  • From the Document Library,

  • or via the Document toolbox.

Start from the Document Library (recommended)

To create a document from an existing page tree in the Document Library, follow the steps below:

  1. Navigate to the space where your documentation exists and select Scroll Content Manager from the sidebar.

  2. Click New document > select Use existing page tree. The Select page tree dialog displays.

  3. Search for the root page of your documentation and select it from the search results, you should see the structure of your documentation in the preview.

  4. Next, click Create document.

Select page tree dialog showing a preview of the selected page structure when creating a document from existing Confluence pages


Start from the Document toolbox

To create a document from an existing page tree from the Document toolbox, follow the steps below:

  1. Navigate to the root page of your documentation.

  2. Click Scroll page details in the page byline.

  3. Click Create document.

Scroll page details expanded with Create document button selectable.


Create New Page Tree

This option creates an empty document and enables versioning for it. It also lets you define the structure of your documentation page tree and adds it as the Working version of the document.

  1. Open Scroll Content Manager from the Apps section in your space sidebar.

  2. From the Document Library, click New Document in the upper right corner.

  3. Select Create new page tree.

  4. In the Document Details define document details such as Document owner, document title and summary.

  5. In the Organize Page Tree, define and organize your documentation page tree.

6. Click Save.

The pages you define and add in the Organize Page Tree dialog, will be added to the Working version of your document.

Create From Template

This option creates a new document, enables versioning for it, and creates a new documentation page tree that is defined and structured by a template. It then and adds the page tree as the Working version of the document.

  1. Click Scroll Content Manager in the Confluence sidebar.

  2. From the Document Library, click New Document.

  3. Select Create from template.

  4. Make sure that Product Documentation is selected, then click Next.

  5. Edit the document details such as Document owner, document title, summary, cover image, and labels.

  6. Click Save.


What’s Next?

Scroll Content Manager has now turned your content into the Working version of a 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.