Create a document by defining a tree of Confluence pages as a single unit of content, so you can read, manage, and work on your multi-page document in one view and stay in context.

In Scroll Documents, there are two methods of creating new documents:

  • Create a document from an existing page tree. You should do this when you already have a related set of pages, and you want to start managing them as a single unit of content.

  • Create a document from new page tree. This is for when you are going to author a new multi-page document in Confluence from scratch, and you want to take advantage of Scroll Documents' document management features.

Create a Document from an Existing Page Tree

First, decide which page should be the parent page of the document. This page is typically the parent page in a page tree. Everything nested below this page will be part of the document.

To create the document:

  1. Navigate to the document parent page.

  2. Open the Document toolbox located at the top of the page between the watch and share icon.

  3. Click Convert to document. The Create new document dialog displays.

Step 2: Name your document

  1. By default, the title of the document matches the title of the root page, but you can also give your document a unique name.

  2. Optionally, add a prefix to your document.

  3. Click Next.

Step 3: Add metadata

  1. Optionally add the following:

    1. Document labels to offer flexibility for categorizing and filtering the documents in Document Library.
      🗒 Document labels are not the same as Confluence page labels.

    2. Document summary to help your team understand what the document is about without having to open and read each individual page.

    3. Document Cover to help you visually identify and distinguish your document in the document library.

      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. Document Status to convey the state of the document to the readers and the contributors.

  2. When you've finished adding your metadata, click Save.

The document is created and appears in your Document Library.

Create a Document from a New Page Tree 

  1. From the Document Library, click New Document in the upper right corner. The Create new document dialog displays.

Create new document

  1. Select Compose a new page tree.

  2. Click Next.

Step 1: Name your Document

  1. Enter a document title of your choice.

  2. Optionally, add a prefix to your document.

  3. Select a parent page.

  4. Click Next.

Step 2: Add metadata

  1. Optionally add the following:

    1. 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.

    2. Summary to help you and other users know what this document is about without having to open or read each individual page.

    3. Cover image to help you visually identify and distinguish your document in the document library.

    4. Status to convey the state of the document to readers and contributors.

  2. Click Next.

Step 3: Add pages

  1. Optionally, add new and existing pages to your document to build up your document page tree.
    ✅ Read more about how to structure and reorder the pages and how to assemble a document from existing Confluence pages.

  2. Click Save.

The document is created and appears in your Document Library.