Confluence 3.4 User Guide


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The Confluence User Guide provides an overview of the key features of Confluence and explains both its basic and more advanced usage as a knowledge management tool, and a collaborative environment. If you still have a question that hasn't been answered, write and tell us about it.

For more documentation please visit Confluence Documentation Home.











Get Familiar with the Confluence Workspace

The Dashboard
Using the Confluence Screens
Customising your Personal Dashboard
Page Layout in View Mode
Page Layout in Edit Mode (Wiki Markup)
Page Layout in Edit Mode (Rich Text)
Confluence Icons

Working with Spaces

Working with Spaces
Setting up a New Global Space
Setting up your Personal Space
Viewing All Confluence Spaces
Viewing Space Details
Editing Space Details
Browsing a space
Viewing Space Activity
Moving Content from one Space to Another
Deleting a Space
Converting a Global Space to a Personal Space
Administering Spaces

Working with Pages

Working with Pages
Creating a New Page
Writing Confluence pages
Editing an Existing Page
Renaming a Page
Concurrent Editing and Merging Changes
Working with Drafts Overview
Copying a Page
Deleting a Page
Moving a Page
Restoring a Deleted Page
Purging Deleted Pages
Commenting on a Page
Attaching Files to a Page
E-mailing a Page
Working with Page Families
Linking Pages
Recording Change Comments
Page History and Page Comparison Views
Viewing Page Information
Page Restrictions

Working with Attachments

Working with Attachments
Attaching Files to a Page
Linking to Attachments
Finding an Attachment
Viewing Attachment Details
Editing Attachment Properties
Downloading Attachments
Deleting an Attachment
Moving an Attachment
Displaying List of Attachments in a Page
Embedding Multimedia Content

Working with Images

Overview of Working with Images
Displaying an Image
Inserting Images in the Rich Text Editor
Image File Formats
Displaying a Thumbnail Image
Gallery Macro

Working with Links
Linking to Pages Within the Same Space
Linking to Pages in Another Space
Linking to Web Pages
Linking to Confluence Pages from Outside Confluence
Changing the Title of a Link
Linking an Image
Linking to Comments
Linking to Blog Posts
Linking to Personal Spaces and User Profiles
Linking to Mail
Linking to Attachments
Working with Anchors
CamelCase linking
Trackback

Working with Labels

Working with Labels
Adding a Global Label
Adding a Personal Label
Adding a Space Label
Adding a Team Label
Viewing labelled pages
Viewing Global Labels
Viewing personal labels
Viewing Popular Labels
Removing a Label from a Page
Removing a Space Label
Removing a Team Label
Using Label Macros to Categorise Wiki Content

Working with News

Working with Blog Posts
Viewing Blog Posts
Adding Blog Posts
Editing Blog Posts
Linking to Blog Posts

Working with Office Documents

Working with the Office Connector
Office Connector Prerequisites
Installing the Firefox Add-On for the Office Connector
Editing a Confluence Page in an Office Application
Importing an Office Document into Confluence
Displaying Office Files in Confluence
Editing an Office Document from Confluence
Editing an Office Presentation from Confluence
Editing an Office Spreadsheet from Confluence
Office Connector Limitations and Known Issues

Working with Bookmarks

Working with Bookmarks
Adding a bookmark
Adding a bookmark icon to your browser
Viewing bookmarks
Subscribing to a bookmarks feed
Editing a bookmark
Commenting on a bookmark
Removing a bookmark
Displaying bookmarks on a Confluence page

Tracking Updates

Tracking Updates to Confluence Pages and Spaces
Watching a Page or Blog Post
Watching a Space
Subscribing to Email Notifications of Updates to Confluence Content
Working with RSS Feeds
Subscribing to RSS Feeds within Confluence
Using the RSS Feed Builder
Using pre-specified RSS feeds
Adding a username and password to Confluence RSS feeds
Subscribing to External RSS feeds

Searching

Searching Confluence
Searching the People Directory 
Confluence Search Syntax
Confluence Search Fields

Working with Favourites

Working with Favourites
Adding Favourites
Viewing Favourites
Adding a Personal Label
Removing Favourites

Working with User Profiles

User Profile Overview
Editing User Profile
Choosing a Profile Picture 
Updating Email Address
Changing Password
Email Address Privacy
Editing User Settings
Linking to Personal Spaces and User Profiles
Setting up your Personal Space

Customising Confluence

Customising Homepage
Customizing Look and Feel
Applying a Theme to a Space
Customising Layouts for a Space
Editing a Space's Colour Scheme
Changing a Space's Logo

Working with Page Templates

Working with Templates Overview
Adding a Template
Form Field Markup for Templates
Creating a Page using a Template
Editing a template
Removing a Template

Archiving Mail

Archiving Mail Overview
Adding a Mail Account
Managing Mail Accounts
Importing Mail
Viewing Mail
Fetching Mail
Deleting Mail
Restoring Mail
Linking to Mail

Exporting and Importing

Space Backup and Restore
Site Backup and Restore
Exporting Confluence Pages and Spaces to HTML
Exporting Confluence Pages and Spaces to PDF
Confluence to PDF in another language
Exporting Confluence Pages and Spaces to XML
Confluence to Word
Importing Content Into Confluence

Security

Permissions Overview
Users and Groups
Site Administrators and their Permissions
Space Administrators and their Permissions
Space Permissions Overview
Viewing Space Permissions
Assigning Space Permissions
Page Restrictions

Appendix A - Confluence Notation Guide (Wiki Markup)

Confluence Notation Guide Overview
Working with Headings
Working with Text Effects
Working with Text Breaks
Working with Links
Working with Anchors
Working with Images
Working with Lists
Working with Tables
Working with Macros
Working with Attachments
Full Notation Guide (Wiki Markup)

Appendix B - Rich Text Editor

Rich Text Editor Overview
Enabling Rich Text Editing
Choosing Rich Text or Wiki Markup Editing as your Default
Working with Text Effects in the Rich Text Editor
Working with Tables in the Rich Text Editor
Inserting Images in the Rich Text Editor
Adding and Removing Links in the Rich Text Editor
Linking to Images in the Rich Text Editor
Linking to Attachments in the Rich Text Editor
Inserting Emoticons in the Rich Text Editor
Inserting Symbols in the Rich Text Editor

Appendix C - Keyboard Shortcuts

Keyboard Shortcuts

Appendix D - Glossary

Confluence Glossary