Once you have initiated the document creation process, you can add metadata to your document which includes the Document Title, Labels, Summary, and Cover Image. You can also edit all these details after document creation.

Define Document Details

To define the metadata of a new document, start by creating a document.

From the fields in first step of the Create new document dialog:

  • Enter a document title of your choice.

  • Optionally, you can add:

    • 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.

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

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

Step 1 create new document document details

Every document is created with a Working version. Learn how you can edit details of a version, including the Working Version and any subsequent versions you save.

Edit Document Details

Navigate to Edit document details dialog

  • In the Document Manager, click the pen icon on the top-right of the page. This opens the Edit document details dialog for your document.

  • Make changes.

  • To update the document cover image click Change image. The Change cover dialogue displays

    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.

  • Click Save.