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Get Started

We're happy that you've decided to get started with Scroll PDF Exporter. This article will guide you through the steps required to set up your first export, using the built-in default templates.

Prefer to watch the video?

Have a look at the Scroll PDF Get Started video


Exporting to PDF is simple – just open the page you want to export, then click ••• > Export to PDF. Make sure to select the option with the PDF icon, otherwise you'll be using Confluence's inbuilt PDF Exporter.


Choosing a template

Now you can pick which default template you want to use – Article, Confluence Page Layout, or Documentation. The templates have different designs and are intended for different purposes:

Name

Description

Confluence Page Layout

Exports content in the same look and feel as in Confluence

Article

Same as the Documentation Layout, but only includes the page content (not the page title etc.) This setting is recommended for single-page exports

Documentation Layout

Creates exports in a style suited to documentation

Define export settings

After selecting your desired template, you can click More Details to display several customization options:


Tab

Name

Description

Labels

Include/exclude

Define page labels to include/exclude child pages

Labels

Index terms

If checked, page labels will be used as index terms

Content

Enable numbered headings

If checked, headings will use the numbering defined in the export template

Content

Keep multi-column page layouts

If checked, the export uses the Confluence page layout

Content

Enable links to external websites

If checked, web links in the PDF will be clickable

Content

Enable links to Confluence

If checked, links to your Confluence site will be clickable

Content

Repeat table header if table breaks to a new page

If checked, table headers will be repeated if the table breaks onto a new page

Content

Insert a page break after every Confluence page

If checked, a page break will be inserted after every Confluence page in the PDF export

Content

Attachments

If the option Embed referenced attachments is checked, the generated PDF export will contain the attachments included on the exported pages

Macros

Show 'Table Of Content' macro output

If checked, the Confluence Table of Contents macro (if added to the page) will be included in the export

Macros

Show 'Child pages' macro output

If checked, the Confluence Child pages macro – formerly known as “Children Display” – (if added to the page) will be included in the export 

Macros

Convert image gallery tables to lists

If checked, images in gallery macros are displayed in a list rather than a grid

Captions

Figure captions

If an image is assigned a caption using the Scroll Title macro, you can select whether to display that caption before or after the image

Captions

Table captions

If a table is assigned a caption using the Scroll Title macro, you can select whether to display that caption before or after the table

File Options

Optimize links for printing

If checked, a footer section displaying the full URLs of all links on the page is added. Further customisation options remain available for link suffixes, see Define template settings for additional information.

File Options

Make document PDF/A-3 compliant

If checked, a PDF/A (ISO-standardized) version of the PDF is created upon export. This file type is intended for archiving purposes and long-term preservation of electronic documents.

File Options

Image compression

Define whether images are compressed in the export. Reducing the image quality (e.g. Low quality), increases the compression for exported images and will reduce the size of the exported file. As a result, images may appear distorted.

PDF Metadata

Title/Author/Subject/Keywords

Define metadata within the available fields to include in the generated PDF export

Bookmarks

PDF Bookmarks

Define the number of heading levels used to create bookmarks in the generated PDF Export. After choosing a specific heading level, PDF bookmarks will be created for the selected and all previous heading levels. e.g. Choosing Heading 3 will create bookmarks for heading levels 1, 2 and 3.

Bookmarks

Expanded levels

Define how many bookmark heading levels are displayed in the export. Bookmarks will be expanded up until the selected heading level

Bookmarks

Bookmarks Panel

If checked, the bookmark panel will automatically be displayed when the export is opened in the PDF reader (eg. Adobe)


After you have selected the customization options you want, click Export. Once the export is created and can be downloaded, a success message is displayed.

Hide default templates from users 

It is posible to hide/display the default templates on a global or space level. To change the setting on the space level, Confluence administrator or Space administrator permissions are required, and to change the setting on a global level, Confluence administrator permissions are required.

To hide/display the templates on the global level, navigate to General configuration > Scroll Runtime > Advanced plugin settings, and select Scroll PDF Exporter in the dropdown in the top-right of the screen. Now, edit the templates.bundled.visibility.global key and select Hidden or Visible.

By default, all spaces use the global setting unless the space setting is defined explicitly. If a space setting is defined explicitly, it will always overwrite the global setting. To change the setting for a specific space, you can use the following URL replacing base_url and a space_key with values from your instance:

http://<base_url>/plugins/servlet/scroll-settings/?key=<space_key>

Following this, select Scroll PDF Exporter in the dropdown in the top-right of the screen. Now, edit the templates.bundled.visibility.space key and select Hidden or Visible.

Scroll Translations/Versions users

Alternatively, Scroll Versions/ Scroll Translations users can also change the setting for a specific space by opening the space and navigating to: Space tools > Scroll Add-ons and then press the ALT key to make a menu entry for Advanced Plugin Settings appear at the bottom of the administration section.


Next steps

If you want to create your own custom template that fits your precise needs, you can use the inbuilt custom template designer.

From reports to invoices, browse through the collection of templates on our PDF Template Library to see what’s possible when exporting your Confluence documentation with Scroll PDF Exporter. 📚 Explore the Template Library →

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