The template editor's Properties tab contains several customization options.

An overview of these options is provided below:

NameDescription

Template Name

  • The template's name can be changed in the template header where the Save and Close buttons are located
Export Scope
    • Only this page - this will export a single Confluence page
Page Size & Orientation
  • Choose a set page size (eg. A4, A3, Letter) for your template or select Custom to define your own page size
  • Define a page orientation for your template - Portrait or Landscape
Labels
  • Include/Exclude child pages by specifying your defined Confluence page labels
  • Index terms - enable to use page labels as index terms (learn more)
Content
  • Enable numbered headings - enable to number your headings and table of contents
  • Enable links to external websites - if checked, web links in the PDF will be clickable
  • Enable links to Confluence - if checked, links to your Confluence site will be clickable
  • Repeat table header if table breaks to a new page - if checked, table headers will be repeated on all pages that the table is exported onto

  • Pagebreak - selecting this option will insert a page break after every Confluence page in the PDF export
  • Comala Document Management - see our documentation for further information regarding these export options
  • Attachments - If the option Embed referenced attachments is selected, the generated PDF will contain the attachments included on the exported pages
Macros
  • Show 'Table Of Content' macro output - if enabled, the Confluence Table of Contents macro will be included in the export
  • Show 'Children' macro output - displays Confluence Children Display macro content in the generated export
  • Convert image gallery tables to lists - 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
  • 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
  • Export filename - use placeholders and/or text to define the filename for the generated PDF. Selecting the + icon provides a selection of placeholders that can be used. If this field is empty, the filename will revert to the default.

    i.e. Document Title-Document Revision-Export date

  • Optimize links for printing - when enabled, a footer section is added to the exported document displaying the full URLs of all links on the page. Further customizations can be made to suffixes that are included for links to pages, figures and tables within the exported document.
  • Make document PDF/A-3 compliant - enabling this setting, creates a PDF/A (ISO-standardized) version of the PDF upon export. This file type is intended for archiving purposes and long-term preservation of electronic documents.
  • 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.
Bookmarks
  • PDF Bookmarks - PDF bookmarks will be added to the export for the selected heading level and all previous heading levels. e.g. Choosing Heading 3 will create bookmarks for heading levels 1, 2 and 3.
  • Expanded levels - choose how many bookmark heading levels are automatically expanded in the export. Bookmarks will be expanded up until the selected heading level
  • Bookmarks Panel - selecting this option will automatically display the bookmark panel in the PDF reader when the export is opened
Language
  • Select a language to be used for formatting the date placeholders - depends on the used date format.
PDF Metadata
  • Title/Author/Subject/Keywords - within the relevant fields you can either add custom text and/or placeholders to automatically include the relevant information within the metadata for the generated PDF export

Next steps

Once you have defined the general template settings, you can start working on the template's formatting by styling the text on the 'Styles' tab.