Installing and configuring Comala Document Management

Install Comala Document Management to your instance from the Atlassian Marketplace accessed from the global administration Manage apps screen.

You will need to purchase a license through the Atlassian Marketplace or activate a free trial.

On installation, the app is configured by default, for use across all spaces in your instance with a number of workflow templates that are available to use in the instance.

To find older Comala Document Management versions compatible with your instance, you can look through our version history page.

Get Started onboarding

v7.4.0 DC

Onboarding help is available including a quick Get Started option.

Global administrator role

The global administrator

manages the workflow templates available across the instance
sets the spaces in which Comala Document Management can be used
adds the Confluence user group whose members can import workflows into a space
sets the app behaviors for the workflows used in the instance, for example
- notifications
- workflow activity and draft state content visibility

The global administrator is able to

automatically apply a workflow using a space category workflow, applying the workflow on the creation of a new space
edit and create workflows in the global workflows dashboard

Although a global administrator manages workflow templates across the instance, the space administrator is the key user for managing and applying Comala Document Management to documents in each space.

Each space administrator can configure the app in their own space, choose the workflows that are applied, create and edit workflows, and override some of the global app configuration settings for their space and the page workflows available for a user to add to an individual page in the space.

Global configuration

Global administrators can configure the app for use in the instance

Space administrator role

The space administrator

configures the workflow settings for the space
manages the workflows available in the space (both space workflows applied to all the content and page workflows available for editors to apply to individual pages)
manages what workflows are applied across the whole space content (space workflows)
can add, edit, and create workflows in the space

The space administrator is the key workflow user who adds and applies workflows to your documents in a space. For example, if a global workflow is added based on the space category, the space administrator can remove this workflow and choose a different workflow to be applied in the space.

Space configuration

The Internal Page Publishing Configuration settings only take effect when using same-space publishing. Space administrators can also configure the workflow Notifications for the space.

Installing and configuring Comala Document Management - Getting started