Feature Tour
- Robert Alexander Marshall
Comala Document Management for Confluence Cloud lets you manage your documentation and automate your approval processes
Add reviewers, who can approve or reject the content
Set expiry dates for content to be reviewed
Track and view the document changes
Apply a workflow to your pages and blog posts
Add to all the pages and blog posts in a space
Activate multiple space workflows and apply them by content label NEW
Review content
Features
Configure your space
Choose a workflow to add across all the documents in your space
Use the space utilities to initialize workflow states or clear workflow document activity history
Create a custom workflow for your organization, project or team
Workflow builder visual editor
Easily switch between the visual editor and the code editor.
Use workflow triggers to add flexibility and automated actions
Use a workflow trigger to listen for a workflow event and automatically execute actions such as sending a custom email notification, adding a screen message notification, adding expiry due dates, or removing page restrictions.
A space administrator can add one or more workflow triggers to a custom workflow using the visual editor:
Workflow triggers added to the workflow are displayed in the visual editor
Add and use workflow parameters
Use workflow parameters to manage and set the values the workflow uses in your documentation process for your team or reviewers or project deadlines.
Add workflow parameters to a custom workflow using workflow builder visual editor
Manage the parameter values used by a workflow applied to your space
You can use workflow parameters for your approval reviewers, letting you manage your reviewers in each space
Use workflow parameters to manage content state expiration due dates to set progress deadlines or review dates for stale content (used in the Content Expiry workflow)
Searching and Reporting
Document Report
You can easily see the current workflow status on pages and blog posts across a space using the Document Report. Open the document report from the Confluence sidebar menu.
Document Activity
Page editors can easily view the workflow Document Activity on each page or blog post. Access the document activity for a page using the page tools menu or the three-dot menu in the state dialog box.
See who approved the content, who assigned a reviewer, when a change of workflow state occurred, and the page version when the document activity occurred
Use the included report page macros to display dynamic workflow information on your pages.
Have a different business process, team practice, or compliance need? Create and use a custom workflow
What if one of the bundled Comala Document Management workflows doesn’t meet your requirements? You need a custom workflow!
You can create a custom workflow in the document management space settings by
choosing the Duplicate option for one of the bundled workflows and customizing the copy for your team, project, business, or process
choosing Create New Workflow and creating a new workflow using the visual editor
importing a workflow template by copying the workflow template JSON code from another space or site using the code editor
Using our hosted app? Want to see the migration pathway for our Comala Document Management Cloud app? Visit our Migrating to Confluence Cloud page.
Support
Got a question that our documentation can't help with?
Email support! Or add a request to our support portal.