Scroll Documents provides three different options to edit a document - Edit Document Metadata, Edit Document Content, and Edit Document Structure.

Edit document metadata

As you experienced in the document creation process, you can add metadata to your document which includes the Document Title, Summary, and Labels. To edit the metadata of the document, first select the document in the Overview: 

To edit the document title and summary, simply click on these elements in the document details view. Click the check mark to save your changes. 

To add or remove labels to your document, select the labels icon to open the edit labels dialog where you can add or remove labels. 

To edit the cover image of the document, follow the steps to add or remove custom cover images for documents

Edit document content

Scroll Documents provides a shortcut to editing the content of your document directly from the Document Viewer.

To the right of each page title in the document, you'll see a subtle Edit button: 

Clicking this will open the Confluence editor where you can immediately start editing the page content. 

Note that the edit option is only available next to the page titles of the document. So if your goal is to edit a specific section of a document, such as content below a heading, you must first scroll to the page that this heading belongs to where you'll find the Edit button available. 

Edit the document structure

The document outline in the Viewer displays all of the page titles and headings within the pages of your document.

You can edit or rearrange this document page tree at any time, and even delete or add new pages to your document using the document page tree editor. 

This video tutorial will show you how to edit the document structure and add new pages, copy pages, and include existing pages in your document: 


Edit or reorder the document page tree

Select the Edit document page tree button beneath the Document Outline.

Click on the page title to edit or rename the page in a document. Note that renaming the page in the document page tree also renames the underlying Confluence page.  

To reorder a page in the outline, select and drag the page to move it to a new position. The blue bars will indicate the position that the page will be placed in the hierarchy. 

Add a new page to the document

With the document outline editor, you can now easily add pages to your document in bulk. You can use this option to either add a new blank page, or simply add a copy of existing page into your, or even include an existing page in your instance. The tool provides you with advanced search options to quickly find the pages you are looking for and add them to your document by simply dragging and dropping them into your document page tree.

Add a new blank page to your document

Hover on the page in the page tree preview on the right where you wish to add a new blank page and then click the blue '+' sign.  Then, enter a page title in the text box that appears and press enter to add the page to your document.

Add copy of an existing page to your document

Search for the page you wish to copy into your document using the search bar on the left. You can narrow down your search using the advanced filters like - space, labels, or a time range.

Once you have found the page that you are looking for, simply drag it to the document page tree and drop it at the location of your choice. That's it. Once you click 'save', a copy of the page would have been added to your document.

Tips

  • You can add copies of multiple pages at the same time. Simply select all the pages in the search result that you wish to copy into your document and then drag and drop them to the desired location on your document page tree.
  • You can choose to rename the page if you like. To do so, simply click on the page title in the document page tree, rename the page title, and hit enter.


Include an existing page

This option let's you reference the most up-to-date content of the page being added to the document. Any changes made to the included page will always reflect in the document. When you 'include' an existing page to your document, Scroll Documents creates what is called a 'proxy page'. A proxy page is a special page with the same title of the page being included, and contains an Include Page Macro.

In order to include an existing page to the document, you can follow the same steps as mentioned in Add copy of an existing page to your document above.

Search for the page you wish to include. Drag and drop it into the document page tree at the desired location. Click on the little icon to the left of the page title and select Include Page from the drop down.

Remove a page from the document

Select the delete icon next to the add page button to delete a page from your document. Keep in mind that deleting a page from your document outline also deletes the Confluence page.

If you delete a page in the outline by accident, use the undo button to recover it. In addition, no changes to the outline are final until you click Save at the bottom of the outline editor.