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Welcome to Workflows for Confluence 👋

Whether this is your first time using Workflows for Confluence or you just want a quick refresher, this guide will cover everything you need to know.

Please follow the guide below step by step, or jump to the sections that are most relevant to you.

Table of Contents

Introduction to Workflows for Confluence

Workflows for Confluence is the all-in-one document management tool that enables you to customize how pages are created, approved, published, and shared in Confluence Cloud. With Workflows, you can manage documents throughout their entire lifecycle and ensure they are managed the right way for your organization.

Whether this is your first time using Workflows for Confluence or you just want a quick refresher, this guide will cover everything you need to know.

Please follow the guide below step by step, or jump to the sections that are most relevant to you.

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Installing Workflows

The first step is to ensure Workflows for Confluence is installed. We’ve created this useful guide that will walk you through the installation process from start to finish.

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You may prefer to create your own custom workflows, and this is easy to do in Workflows for Confluence. The drag-and-drop workflow builder enables you to quickly create simple or complex document workflows with custom page statuses, workflow actions, and publishing controls and then configure these to align with how your team or organization works.

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For more information about setting up a review and approval cycle, we recommend checking out our dedicated user guides. Workflows for Confluence also enables you to use e-signatures approvals if required by your organization’s policies and procedures.

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