Installation and configuration - Get started

Installing and configuring Comala Document Management

Install Comala Document Management in your Confluence hosted instance from the Atlassian Marketplace, which can be 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 can be added and applied in the instance.

You can look through our version history page to find older Comala Document Management versions compatible with your instance.

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, it is the space administrator who is the key user for managing and applying Comala Document Management to documents in each space.

Each space administrator can choose the workflows that are applied in their space. They can also create and edit workflows that become unique to the space, and manage what page workflows are available for a user to add on a page-by-page basis.

Global configuration

Global administrators can configure the app for use in the instance

Each space administrator can configure the app in their own space. This overrides 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. choose the workflows that are applied, create and edit workflows,

Space administrator role

The space administrator

Configures the workflow settings for the space
Manages the workflows available in the space:
- Space workflows (in the Space Workflows dashboard) that are added to the space, and
- Page workflows (in the Page Workflows Templates dashboard) that are available for page editors to apply to an individual page
Manages what workflows are applied across all the documents in the space (space workflows)

The space administrator can also create and edit 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 the same-space publishing. Space administrators can also configure the automatic workflow notifications for the space.