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.
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 who 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 key user for managing and applying Comala Document Management to content is the space administrator. However, 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
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
Some of these settings can be overridden at space level, on a space-by-space basis – see: Configuration - Space Tools You can also configure Security options. This includes the option to set the spaces where workflows can be applied or restricted.
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 to add and apply workflows to your documents in a production space.
Space configuration
The document management Space Configuration screen allows space administrators to configure how various workflow features operate within their space.
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.