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Manual

Customize document sections

Thomas Rough

Thomas Rough Last update: Feb 28, 2019

You can fine-tune your template's appearance using the visual editor on the Document Sections tab.

Edit the page layout

Page layouts consist of three main elements – header, content, and footer. These comprise one or several content boxes where you can add static content (text and images) and placeholders.

Info

The  Content document  section contains an extra element that visualizes where your Confluence content will be exported.

Using the menu above the page editor, you can change the section name, border dimensions, page margins, and set odd and even pages to have different layouts.

Using the headercontent and footer menus to the left of the page editor, you can edit the elements' size and layout, and add a border. By clicking and dragging the onscreen sliders, you can manually adjust the size of the content boxes depending on your requirements – a percentage indicator will display the current size of the content boxes as you change the size. 

Create a custom background

You can apply a custom background to the current section by clicking the Edit Background button in the top-right corner of the screen.

You can apply a full-page single-color background, use an image as a background, or use a combination of both (an image on a full-color background).

Set a single-color background 

To give the section a full-page single-color background, click on #ffffff on the first line of the menu. This opens a picker where you can select the background color:

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You can define the background color using either the RGBa, HEX, or HSLa color models – switch between them using the arrows at the bottom-right of the menu.

Use an image as a background

To use an image as a background, click the blank space next to Image:

Once you have selected and uploaded a background image, you can adjust its size, position, and margin.

Add static content

You can add static content (text and images) to any content box in your template, by simply clicking on the box and using the editor that appears. Adding images is easy – click the insert image button and upload by drag and drop.

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If you want to add text with a custom typeface, you first have to create a custom text style in the Styles tab, and then apply that style to the text.

Add placeholders

Besides static content, you can also add placeholders. Placeholders reference metadata, and insert this metadata into content boxes. The following placeholders are available by default:

Placeholder titleDescriptionSettings
Table of contents

Displays a table of contents for the document.

Control the depth of the TOC and define how many heading levels should be displayed. This number is shown on the placeholder.
IndexDisplays an index with the index terms you defined for this export.

Document Title

Displays the document title.


Document URLDisplays the document's Confluence URL.Select between the full URL or a tiny URL, and display the link as the plain URL text, the page name, or custom text.

Current page number

Displays the number of the current page in this document.

Choose the page numbering format - numbers, letter or roman numerals

Document Page Count

Displays the total number of pages in this document.

Choose the page numbering format - numbers, letter or roman numerals
Chapter Heading

Displays the current chapter's heading (Heading 1).


Section Heading

Displays the current section's heading (Heading 2).


Export DateDisplays the date when the export was created.Enter a custom string using the supported date formats
Export User UsernameThe username of the user who performed the export
Export User Full NameThe full name of the user who performed the export
Space NameDisplays the name of the Confluence space that the content belongs to.
Space KeyDisplays the Confluence space key for the exported pages.
Creator UsernameThe username of the creator of the current pageOnly available in Content section for templates.
Creator Full NameThe full name of the creator of the current pageOnly available in Content section for templates.
Last Modifier UsernameThe username of the last modifier of the current pageOnly available in Content section for templates.
Last Modifier Full NameThe full name of the last modifier of the current pageOnly available in Content section for templates.
Page Revision

The revision of the current page

Only available in Content section for templates.
Include pageInsert the content of a certain page
  • Specify the space key of the included page
  • Specify page title
  • Add a heading offset number, which is added to the rank of the heading on that page (e.g. if offset = 2, a heading 1 becomes a heading 3.)
Page PropertyThe specified page property on the root page
Creation dateThe creation date of the current pageEnter a custom string using the supported date formats. Only available in Content section for templates.
Last Modification DateThe last modification date of the current pageEnter a custom string using the supported date formats. Only available in Content section for templates.
Space logoThe logo of the exported space (or a fallback logo if none is defined).
  • Define the size
  • Select a fallback logo for if no space logo is defined
  • Choose if you want the logo to be rounded or square
JSON Content PropertyThe specified JSON content property on the root page.

The path of the content needs to be defined with a forward slash

e.g. /name

Enable different first page for content section

If you need your exported content to start on a page that has a different layout to the rest of the document, you can add a first page to your template. 

To do this, simply remove the Title and TOC sections by clicking on the X icon. In the Content section, click on the cog icon and select Enable different first page:

You can then navigate to the First Page tab to customize the layout for the first page of your export. In the Even & Odd pages tab you can customize the layout for the subsequent pages of your export.

Define different page numbering

You can choose to set different page numbering styles in your PDF export by selecting the option Restart page numbering on the chosen page in the Document Sections: 

When enabled, it means the page numbering will be reset from the chosen page. You can then add the related page numbering placeholders to define the number format that appears in the PDF export (e.g. roman numerals, numbers, or letters). 

Note

Please note, due to technical limitations, restarting the page numbering does not affect the Document page count placeholder. This means the Document page count placeholder will always output the total number of pages in the document.

For instance, for a PDF export that contains 10 pages, if the page numbering was restarted on the second page in the template, the output for the numbering on the last page of the document would be as follows:

  • Current page number placeholder output: 9
  • Document page count placeholder output: 10

Customize the look of rotated pages

When using the Scroll Portrait, Scroll Landscape or Scroll Table Layout macros you can set the opposite page orientation for a specific page. Within the template editor it is possible to customize the alternate page orientation. You can define the look of these rotated pages by clicking on the cog icon and selecting Define different landscape pages or Define different portrait pages (depending on your template setting):

Add a Table of Tables and a Table of Figures 

If you require your PDF export to include a Table of Tables and/or Table of Figures, you can add this content using the respective Table of Tables and Table of Figures placeholders.

You can add these placeholders to your template by selecting the content box on the page in your template where you wish to include the placeholder(s) and then choosing + > Other placeholders: 

You can then select the required placeholder from the displayed list. The specific Table of Tables and/or Table of Figures will be automatically generated in the export when you use the Scroll Title macro to caption your Confluence content. You can style how the Table of Tables and the Table of Figures are exported within Styles section of the template editorFor further information, see our Style text documentation.


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