In a Confluence Cloud site with Comala Document Management installed you’ll find an onboarding feature with an interactive demonstration video, links to use cases, example workflows, and much more.
Onboarding
The onboarding options include
a Get Started option to apply an introductory workflow
links to Popular use cases and an option to apply an example workflow for each use case
Access the onboarding screen
Open the onboarding screen using either
the Confluence sidebar menu under APPS
the Confluence top menu under Apps
Choose an option in the onboarding screen to explore the app or apply an example workflow.
We are gradually rolling out to customer Confluence sites the Onboarding screen options to apply the onboarding workflows. The example workflows will be available in the app across all Confluence sites by 31 OCT 2024 .
Onboarding options
Interactive demo
To see the app in use and applied to documents, choose the Check out this interactive demo options.
I’m a Space admin
I’m a Confluence user
Get Started
As a space administrator, use the Get Started option to quickly apply a workflow to all the content in a selected space.
Choosing the Get Started option searches for the spaces with space administrator permission for the current user.
Opening Onboarding from the Confluence sidebar menu under APPS does not allow you to select a space. The space defaults to the current space and displays a dialog box with options to apply a workflow.
In the Select a Space dialog box, the Space dropdown menu options are populated with spaces where the current user has space administrator permissions.
Use the dropdown menu to select a space to apply a Comala Document Management workflow to all the pages and blog posts in the space.
Choose Configure a workflow to open the Workflow application dialog box.
The Onboarding Workflow application dialog box includes an option to apply an example onboarding workflow or navigate to the space settings to apply an existing workflow or create and apply a new workflow
Choose an option for the application of a workflow:
Get Started - Quick Approval Workflow - Apply this workflow
The left-hand option applies a basic example workflow to add to all pages in the space.
choose Apply this workflow
In the selected space, the Get Started Quick Approval workflow is added as an active workflow in the document management dashboard.
The Get-Started - Quick Approval Workflow is only available using the onboarding option. This basic workflow is specifically designed for trial users and provides a simplified yet effective introduction to Comala Document Management.
It helps new users quickly understand the basics of content approval and document management, ensuring that documents are efficiently reviewed and approved before being made publicly available
The workflow has the following three workflow states:
Draft
Review
Approved
Approved documents are automatically published to a target space if the Appfire Comala Publishing app is installed and configured.
I want something else - Go to space settings.
The right-hand I want something else option lets you select an existing workflow or create a custom workflow in the document management dashboard to add to all the pages in the selected space
choose the Go to space settings option
The space document management dashboard lists the workflows available in the selected space.
All spaces include three workflows bundled with the app. These cannot be overwritten or removed. A space administrator can create additional workflows - these are custom workflows.
The following message is displayed if the current user doesn't have administrator permission for a space in the Confluence site.
The following message is displayed if the space already has an active workflow.
Choose the Go to space settings to make the existing workflow inactive in the space or choose another space to add and apply the onboarding workflow.
The onboarding option to add the Get Started workflow will be available in all Confluence Cloud sites by the end of OCT 2024.
Popular use cases
Use the links to view some use cases for Comala Document Management and apply an example workflow to illustrate each use case.
Choose Apply this workflow in a use case to display a dialog box.
The Workflow application dialog box displays options to
apply a workflow for the use case
go to the space settings and
apply an existing workflow in the space
create and apply a new workflow
Use case information and an outline of the example workflows are available on each use case page:
- Reinforce regulatory compliance initiatives
- Automate policy management to keep information up-to-date
- Implement a system for tracking and sharing information
A user must have space administrator permission in the selected space to apply the example workflow
The onboarding option to add the use case example workflows will be available in all Confluence Cloud sites by the end of OCT 2024.
Further support or questions
Use the links to our support team and product documentation to help answer any questions about Comala Document Management or provide feedback.
Keep calling back to view new resources added to help you use Comala Document Management.