Using the Editor

The Confluence editor is the tool that you will use to create and edit Confluence pages, blog posts and comments. You can enter content as you would in a Word document, apply formatting, and embed other content and files into the page.

Looking for a quick start? See the Quick Reference Guide for the Confluence Editor.

To begin an editing session, choose Edit at the top of a page (or press E on the keyboard).

A note about permissions: To edit a page, you need the 'Add Pages' permission for the space. See space permissions. Someone may also apply page restrictions that may prevent you from editing the page.

An editing session

You start an editing session whenever you:

While in an editing session, you can also:

  • Name, or rename, a page or blog post. Note that renaming has effects that you should consider.
  • Add a comment describing the changes you made.
  • Choose whether or not people watching the page get notified of the change you made.
  • Add labels to the page.

Confluence automatically saves drafts of your page as you work. If another user begins editing the same page as you, Confluence will display a message, and will try to merge the changes when you save your page.

Choose Cancel (at the bottom of the page) if you want to end the session without saving any changes.

The session ends when you choose Save.

When you create a new page you can choose the location where the page should be saved. You can also move a page after it has been saved, to make it a child page of a different page, or to move it to another space.

To see changes between different versions of the page, look at the history of the page.

The editor 

Screenshot: The Confluence editor
 

Item

Explanation

Page title

Type the name of the page. This name is used in links to the page.

Page content

Add the words, images and other content that forms the content of the page.

Editor toolbar

Use these tools to format and colour content, create lists and tables, indent and align text, and insert other content into the page, such as symbols, links, images, multimedia files and macros. The toolbar also provides the find and replace option, help, and full-screen editing options.

Restrictions

Control who can view or edit the page. See Page Restrictions.

Attachments

View, and manage, the attached files on the page.

Labels

Add labels to a page, to categorise the page content.

Change comment

Type a comment that describes the changes you have made.

Notify watchers

Select this option to prompt Confluence to send an email notification of your changes to people who are watching the page.

Preview

See how your changes will appear, without saving the page.

Save

Save the changes you have made to the page. (Keyboard shortcut: Ctrl+S).

Cancel

End the editing session, without saving any changes.

Toolbars

From the toolbar you can: 

  • Apply paragraph styles and character formatting (such as bold, italics, superscript).
  • Choose colour for text.
  • Create numbered and bulleted lists.
  • Set the indenting and alignment for text and images.
  • Create links to other pages, attachments, anchors and external resources.
  • Add tables, and add, remove, cut and paste rows and columns, highlight cells, rows and columns, and merge and split cells.
  • Insert other content into the page, such as images, multimedia, attachments, symbols and markup.
  • Use macros to add other types of content, such as a list of JIRA issues or a table of contents.
  • Add layouts and columns and sections to your page.
  • Find and replace content within the page that you are editing.
  • Hide the tools at the top and bottom of the page, giving you a much larger editing area (a full-screen editor).
    Note: The full-screen editing option is available in Firefox, Chrome and Safari. It is not supported in Internet Explorer. The editor remembers your full-screen preference the next time you edit a page.

Screenshot: The editor toolbar


Embedding content in the page

Choose Insert on the editor toolbar to include any of the following types of content on your page:

Things to help you work faster

Autoformatting

You can type Confluence wiki markup directly into the editor to have Confluence auto-format your text as you type. To learn more, choose ? on the editor toolbar and choose the Editor Autoformatting tab. See also See the Quick Reference Guide for the Confluence Editor.

Autocomplete

When editing a page or blog post, you can enter a trigger character to show a list of suggested links, media files or macros to add to your page. This feature is called 'autocomplete' and provides you with a fast editing solution if you prefer to use key strokes rather than pointing and clicking with the mouse.

Quick summary of autocomplete:

Type:

To see suggested:

[

pages and blog posts

!

multimedia files

{

macros

@ mentions

For details, see Using Autocomplete.

When you paste URLs into Confluence, the editor will analyse what you are pasting and automatically convert it into something that will display well in Confluence. Examples include:

  • YouTube videos
  • JIRA issue queries
  • Google Maps
  • Confluence pages, blog posts, comments, user statuses, user profiles.
  • Shared screenshot links from Skitch
  • And more.

Drag-and-drop for external images and files

You can drag a file from a location outside Confluence, and drop it directly into the editor. For example, try it with images, video files, audio files, Office documents, and PDF files. The contents of the file will be embedded into the page or blog post. Please refer to the following pages for more information:

Drag-and-drop within the editor

Working within the editor panel, you can drag an image or a macro from one location on the page and drop it into a different location on the page. Hover your cursor over the image or the macro placeholder. The cursor changes to a drag-and-drop icon  and you can click the image or macro and drag it to a new location.

If you want to abandon the drag-and-drop action, press Escape. The image/macro will return to its original position.

Note: For the drag-and-drop of images and macros in the editor, Confluence supports the following browsers: Chrome, Firefox, and Internet Explorer 10 (desktop mode).

Keyboard shortcuts

To see the keyboard shortcuts available, choose ? on the editor toolbar.

Finding and replacing text

Click the find / replace icon on the toolbar, or use the keyboard shortcut Ctrl+F (Windows) or Cmd+F (Mac OS).

Search matches are highlighted in yellow. You can step through the results one by one, replace the matching text strings one by one, or replace all matching strings at once. This find and replace feature works only within the current page.

Enabling and disabling autocomplete and autoformatting

You can enable or disable the editor's autocomplete and autoformatting functions, by editing the settings in your user profile.

In summary:

  1. Choose your profile picture at top right of the screen, then choose Settings.
  2. Choose Editor under 'Your Settings' in the left-hand panel.

For more details, see Editing User Settings.

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