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 Step 1 of the Create new document dialog:

  1. Enter a document title of your choice.

  2. Optionally, select a parent page.
    step 1 creation dialog

  3. Click Next and from the fields in Step 2 of the Create new document dialog, you can optionally 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.

All other fields in the dialog, such as prefix or status don’t apply to the document as a whole but are specific to the Working Version of your document. A working version is automatically created with each new document.

Learn how you can define and edit details of a version, including the Working Version and any subsequent versions you save


Edit Document Details

To edit the document details after document creation, first find your document in the Library. Then, navigate to the Document Manager:

Navigate to the Document Manager

  • Click Scroll Documents from the Apps section in your space sidebar.

  • From the Document Library, click the document card of a document.

Or

  • From a page in a document, click Document toolbox and click the cog icon.

Navigate to Edit document details dialog

  1. In the Document Manager, click the pencil icon on the top-right of the page. This opens the Edit document details dialog for your document.
    Edit document details dialog

  2. Make changes.

  3. To update the document cover image click 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.

  4. Click Save.