PDF for Confluence Product Documentation

Take the very first steps to use PDF for Confluence.

• Installing the app
• Using the app

Installing the app

You can install the PDF for Confluence app from the Atlassian Marketplace by clicking the “Try it free” button in the top right corner of the page.

Using the app

Once the app is installed on your Confluence site, you can use it immediately.

Enter edit mode on a page, and type /pdf editor or select it from the Insert menu to add the macro to your page.

If you have attached PDF files, they’ll appear in the PDF for Confluence app. You can edit the macro to make changes to the displayed files and make layout adjustments.

You can expand the preview of each file and click the “Edit” button to start editing PDF files.

✅ You’ve just learned the fundamentals of using PDF for Confluence.

Learn how to preview files with PDF for Confluence.

• About the preview
• Preview PDF on your pages
• Supported file formats for preview
• Wrap up

About the preview

With the PDF for Confluence app, you can preview the files attached to the pages. You can preview and configure any PDF documents.

Preview PDF on your pages

The PDF for Confluence app lets you preview files attached to your Confluence pages.

1. Disclosure button
2. Document info
3. Edit document
4. Full-screen preview
5. Download

Inline preview

By default, every attached file displays in a collapsed view to save screen space. You can expand each file by clicking the disclosure button on the left to preview its content.

Full-screen preview

Click the “Preview” button of the file you want to open in the full-screen preview.

1. Back button
2. Document info
3. Edit document
4. Download

ℹ️ You can change the preview settings with the layout options.

Supported file formats for preview

• PDF files

Wrap up

That’s all on previewing files. Did you know you can also edit PDF documents attached to your pages?

If you still have questions about any of the topics covered on this page, visit our support portal and send us your questions. Our team is always happy to help.

Learn how to edit, annotate, and sign PDF documents with PDF for Confluence.

• About editing files
• Editing a PDF document
• Real-time collaboration
• Supported file formats for edit
• Permissions
• Wrap up

About editing files

You can edit, annotate, and sign PDF documents on pages without downloading to edit and re-uploading multiple copies or locking other people out while editing the document.

Editing a PDF document

You can edit PDF files attached to your pages by clicking the “Edit” button (also available in the full-screen preview).

A new tab opens, and you can edit your document in a few seconds.

When editing a PDF file, you and your team can work together, as the editor supports real-time collaboration, so there are no file lockdowns. There’s also an autosave feature, so you can close the tab when you finish.

Real-time collaboration

As mentioned before, PDF documents support real-time collaboration, and it’s effortless to use.

Start editing a PDF file attached to a page. When another person clicks to edit the same file, the editor seamlessly creates a collaboration session. You can continue to edit the file as before and leave it anytime by closing the browser tab.

Supported file formats for edit

• PDF documents

Permissions

To be able to edit attachments, please check if you have the correct permissions defined in Confluence. You’ll need to be able to edit the page.

Wrap up

That’s all for editing files attached to your pages.

If you still have questions about any topics covered on this page, visit our support portal and send us your questions. Our team is always happy to help.

Customize the preview of the attached files to your needs.

• Customizing the layout
• Attachment header
• Preview width
• Preview height
• Preview default visibility
• Wrap up

Customizing the layout

By default, the files attached to Confluence pages use a regular header and appear in the collapsed view to use less space on the screen. It’s easy to preview the file by clicking the arrow to open the expanded view, which uses the width of the page and is 400 px tall.

You can change this for each macro. To access the layout settings:

• Enter the page edit mode.
• Select the macro and click the edit button.
• Click the “Layout” tab.

1. Attachment header options
2. Preview width options
3. Preview height options
4. Preview default visibility options

Attachment header

Select the size for the header of the attachment:

• Regular: The standard size for the header of attached files. It shows a big icon and additional details.
• Compact: Uses a smaller icon and only indicates the name of the file.
• Hidden for files: Completely hides the file header and forces the expanded preview option. Moving the mouse over the file will show a compact header.

Preview width

Select the width for the preview:

• Auto: The standard width for previews uses the available space.
• Custom: Define a value for the width of the preview area.

Preview height

Select the height for the preview:

• Regular: The standard height for previews (400 px).
• Custom: Define a value for the height of the preview area.

Preview default visibility

Select the behavior for the preview:

• Collapsed: The standard option that hides the preview.
• Expanded: Automatically shows the preview of files. This option is required when selecting the “Hidden for files” header.

Wrap up

This covers all the layout options.

If you still have questions about any topics covered on this page, visit our support portal and send us your questions. Our team is always happy to help.