Scroll Documents is an app that enables your team to manage your pages as documents – save versions, track changes, manage approvals, and leverage powerful document management functionality in Confluence.

Key features include:

Scroll Documents is an ideal solution for creating versioned content, like product documentation, on Confluence Cloud. If you are interested in versioning content in Confluence Server or Confluence Datacenter, learn more about Scroll Versions.

Get Started with Documents

This is a step-by-step tutorial to help you get started with Scroll Documents. In this tutorial, you'll learn how to:

  • Create a new document

  • Add content to the document

  • Browse all Documents in the space

  • Use the Document Reader to read and share the document

  • Save a document version

  • Set a document status

  • Export the document to PDF or Word

Before you begin, install Scroll Documents.

If you've already created your first document, you can skip to Step-3: Use the Document Reader to read and share the document.

1: Create a new document

To start, you’re going to create a new document and add it to your space.

  1. Click Documents Library in the space sidebar to navigate to the Documents app in your space.

  2. Click New Document. The Create new document dialog displays.

Create new document

  1. Because we’re creating a document with all new pages and content, you can select Compose a new page tree.

  2. Click Next.

Step 1: Name your Document

Name your document and select where it will reside in your space.

  1. Enter a document title of your choice, in this example you can name it "Smart App Documentation".

  2. Click Next.

Step 2: Add metadata

Add useful information to your document to help people find it and understand what it’s about.

  1. Optionally:

    1. In Labels, enter “documentation”.
      You can use this later to find and categorize the document.

    2. In Summary, enter “This is the product documentation for Smart App”.
      This will help you and other users know what this document is about without having to open or read each individual page.

    3. In Cover image, add an image of your choice.
      This helps you visually identify and distinguish your document in the document library.

    4. In Status, select “In Progress”.
      This conveys the state of the document to readers and the contributors.

  2. Click Next.

Step 3: Add pages

  1. Add existing pages, or add add some new ones, to your document to build the 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 tree of pages you just created as a document and is added to the space sidebar.

2: Add content to the document

Now that you’ve created your first document, you can update the contained pages the same way you would update any other page.

  1. Click Open in page tree to start adding or updating content to your document.

  2. Click Edit in the top right of any page within your document to add or change some content.

  3. When you’ve finished make updates to a page, click Update to close the editor.

All changes are reflected in your document.

3: Browse all documents in the space

Your created documents appears in the Documents Library.

The Documents Library is the home for all documents created within your space. It enables you to access, organize, classify, and filter documents from one place.

For each document, you can see the title and the icon of the user who created the document, along with the creation date.

4: Use the Document Reader to read and share the document

The Document Reader is a dedicated, scrollable view of all of the pages of your document. The reader is an ideal way to share your document with your readers. In addition to optimizing readability, they can view and navigate the document using the outline.

You can also use the reader to jump directly to the document's pages to edit them.

  1. From the Document Library, on the document you created, click Read. The preview dialog displays.
    You can now read and scroll through the content of your entire document.

  2. Click Full screen (display icon) in the top right of the preview.
    This view is optimized for readability of your document and offers additional options.

5: Save a document version

When you save a version of a document, you're saving a snapshot of that document's page structure and content at a certain point in time. You can version multiple pages as a single unit – for example, to track changes to documents throughout the document lifecycle.

You’ll create a new version in the Document Manager. The Document Manager is the central hub for all your document management needs.

  1. From the Document Library, click the actions menu ••• in the right corner of your document and select Manage. You are now in the Document Manager.

  2. Click Versions in the space sidebar.

  3. Click New version. The New version dialog displays.

  4. Optionally add the following:

    1. In Version, enter “1.0”

    2. In Summary of changes, enter “Updated the document.”

    3. In Status, select “Approved”.

  5. Click Save.

The new version appears in the version history table. Each saved version displays a date, time stamp, and the name of the user who saved the version.

Now this version is saved, you can compare this version to the current working version or any future version of the document by clicking Compare.

6: Set a document status 

You can assign a status to your document to indicate what state it's in. By default, all documents are set to “In Progress”, but you can choose to set this to “Under Review” or “Approved”. Note that these statuses apply to the document itself and not its individual pages.

Now, change the status of your document:

Navigate to the Document Manager

  • From the Document Library, click the actions menu ••• on a document and select Manage.

Or

  • From a page in a document, click Document toolbox and select Manage.

  1. Click Settings.

  2. In Status, select Under Review.

  3. Click Save.

The status of the document has been changed in the metadata of the document. You can edit a status at any time as long as you have permissions to edit document metadata.

Statuses also apply to the versions of your document and can be updated at any time.

7: Export the document to PDF or Word

You can export your document as a PDF or Word file with complete control over styling using the Scroll Documents integration with the Scroll PDF Exporter and Scroll Word Exporter apps.

To export a version as a fully styled PDF, you can try the Scroll PDF Exporter app and to export as a fully styled Word file, you can try the Scroll Word Exporter app.

Alternatively, export the pages of your document using Confluence's export functionality.

To export a document using Scroll PDF Exporter or Scroll Word Exporter:

  1. From the Document Library, click the actions menu ••• on the document and select Export to PDF or Export to PDF. The export document dialog displays.

  2. Select one of the included templates or select one of your own custom templates.

  3. Click Export.

Your formatted PDF or Word file is available in the downloads area within your browser. Learn more about what you can do with Scroll PDF Exporter and Scroll Word Exporter.

That's it! You now know how to create a document, save a document version, set a status, and export a document as a PDF or Word file.

What’s Next?

Now you can find out how to use more of Scroll Documents' functionality (such as how to link to a version, and export a version) or read more about documents and document versions.