Welcome to getting started with Scroll for Confluence. Work through the steps below to set up your documentation. To get started using Scroll, you will first set-up your Confluence site, then install the necessary Scroll apps, and finally create a sample product documentation.

After you're set up, you'll publish your documentation to a public Help Center site and export it as a PDF, Word, or HTML file in a two part tutorial.

Set up your Confluence site

Confluence forms the bedrock of the Scroll Documentation Solution. In this step you will create a brand new Confluence site and set it up by creating a new “space” where you will author your documentation.

Already have a Confluence site? Jump to Install required Scroll apps

1

To create a Confluence site for free, visit the following sign-up page: Confluence Cloud Free

On the sign-up page, click Sign up with Email.

You can choose to Continue with Google but for this tutorial, we will stick to Sign up with Email.

2

In the next step, provide your work email and full name, and click Agree.

Next, log in to your email inbox, locate the verification email from Atlassian, and click the link to start setting up your Confluence site.

3

Confluence will gather some basic information about you to set up your instance. Select the option that best suits your team.

4

Next, you'll be prompted to “Name your first space.” Give your space a meaningful name.

ℹ️ Info: Spaces are Confluence's way of organizing your content into categories. Think of them as folders where you will put pages of your work.

5

Next, you're able to invite your teammates to start collaborating with you in Confluence.

Skip this step for now.

6

Hoorah! You're now set up in Confluence.

Install required Scroll apps

Apps extend Confluence's base functionality to provide support for a host of advanced use cases. In this step you will learn how to find and install new apps from the Atlassian Marketplace.

To successfully complete this tutorial, we highly recommend you to install - Scroll Viewport, Scroll Documents, and optionally, one or more of the Scroll Exporter apps. For the complete list of Scroll apps refer to the complete Guide to choosing the right Scroll apps.

1

From Confluence menu, navigate to Apps and click Find new apps.

This will take you to the Atlassian Marketplace for apps.

Don’t see the “Find new apps” option? Try the following:

  1. Click on the ⚙️ icon next to your profile picture on the top-right corner.

  2. In the Settings menu on the left, click Find new apps under “ATLASSIAN MARKETPLACE”

2

In the Marketplace, search for “Scroll Viewport for Confluence” and click on the corresponding card.

3

Click Try it free.

In the pop-up that opens next, click Start free trial.

ℹ️ Info: This will start a free trial of the app for 30 days – no payment needed.

4

Wait until the pop-up at the bottom-left corner says -Scroll Viewport for Confluence was added.”

5

Repeat steps 1-5 to install the other Scroll apps required to complete this tutorial successfully.

To successfully complete this tutorial, we highly recommend you to install - Scroll Viewport, Scroll Documents, and optionally, one or more of the Scroll Exporter apps. For the complete list of Scroll apps refer to the complete Guide to choosing the right Scroll apps.

Prepare your documentation

In this step you will create a sample product documentation and learn about the basics of organizing your documentation in Confluence.

Already have your own documentation? Check out how to setup your own documentation for publishing and export with Scroll.

1

Navigate to the space that you created earlier when setting-up your Confluence site.

To do so, from Confluence menu, navigate to Spaces <YOUR SPACE NAME>

ℹ️ Info: If you had skipped setting-up your Confluence site, we highly recommend creating a new blank space before proceeding.

(question) Do not have the permission to create a new space? Choose any existing space that you may have access to.

2

Next, click Scroll Documents under the APPS section in left navigation bar.

Then click New DocumentStart from template.

3

Select Product Documentation Next.

4

Leave the default values as is, and click Save.

5

Once the documentation is created click Working version.

ℹ️ Info: We will cover documentation versioning in a separate tutorial.

6

Feel free to click around the different articles to see how topics in your documentation can be created and organized in Confluence.


Next Steps