Working with Additional Files
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Inserting & Adjusting Images
While editing your Confluence page, you have the ability to import and attach photos and images. This process will require you to have the image files on hand before uploading them. In Edit Mode, to add image files to your article or page you have two options: Option 1 Across the top of the menu select the Insert files and images option. A window will populate with different options, Please select attached to this page Click the "upload files" button Use the navigation window to find and select the image you would like to upload. The image will register in the insert files and imaging window, select the image file and Press Insert. Your image will be added and included into the page. Option 2 Find and select your page in which you would like to add the image to, click Edit. Drag and drop the image into your space A orange notification box will appear would the confluence page to denote you are adding an image to the page. The image will be placed in the location of your cursor. Move the image to the correct location. Adjusting the image Files Once your image has been added to your page you have the ability to edit and adjust the image. Select the image on the page A small bar will appear providing you with tools to adjust the image From this bar you can: Specify the exact number of pixels you would like the image file Select a small, medium, large or Original Size File Add a Border to the image Link the image to other content, website, space, etc. Add an effect to the image (Properties Menu) Change the name of the image when it is selected. Use Preview on the lower right hand corner to see the affects of your adjustments. Once you are satisfied with the changes Select Publish.
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Inserting PDF Documents
Confluence support the addition and intergration of PDF documents in your pages. To include PDF documents in your page: Locate the page you would like to add a page to, Select Edit From the editing menu, Select insert files and images. A window will appear, select the "Attached to This page" section and select the "Upload files" button. Navigate to and select the PDF you would like to upload and click Choose. The PDF will now appear in the Insert files and image windows. Select the File and click insert. Once the PDF is inserted into your page, click on the image icon. From the provided menu, Select the show as link button. Select the Edit button from the provided menu Rename the file name using the "Link Text" section. Use the Preview option to confirm the look of the inserted PDF. Select Publish when you are happy with the results. It is important to note, that inserting PDFs in the fashion has had the best results as tested by the PTS IT Team. Optional Confluence includes a macro that will display your PDF content as a interactive slideshow. This process also assume you have successfully inserted a PDF document into you page. To utilize this macro: Select the page containing the PDF, select the Edit option From the editing menu, select the Insert more contact section, and other Macros using the Search box on the upper right corner, enter PDF Select the Pdf Macro The Macro Selection box will ask which file to utilize, use the drop down menu in File Name to select the appropriate PDF to be display and select insert. The content in your PDF will now be displayed in a small window on your page. Utilize Preview to so confirm the look and feel of the Macro Select Publish when you are satisfied with the changes. If a user prints this page, the PDF will not print out. Instead, a place holder icon will print out. The Primary purpose of the macro is to show the content on the page only. You can add PDFs to your pages in Confluence a number of different ways. One, is to use the 'Insert More Content' button on the formatting toolbar. The list of options that this button presents is very long. However, it's the first selection ('Files and Images') you'll probably get the most utility from. When you choose 'Files and Images', you'll get the 'Insert Files and Images' wizard. The wizard will have snapshots of files you have worked with recently. You can choose one of these simply by clicking on it and clicking the 'Insert' button in the lower right corner of the wizard. Said file will appear on your page at the point where you have your mouse cursor blinking (the 'insertion point'). There is also a button, above the file images, that reads 'Upload Files' with an inspiring little upward-pointing arrow. Clicking this opens a typical 'file browse' dialog box where you can select any file from any location on your computer or, from the network. The 'Insert Files and Images' wizard box also includes two additional options for adding files to your content pages: you can click on a file and drag it onto the page (more about this in a moment) and, simply typing an exclamation point. Clicking on a file and dragging it onto your page....works...ish. The diligent scientists working in the ITS Research Lair have examined this method and have determined that your mileage may vary. Typing an exclamation point will provide you with a short list of files to choose from along with two other options. Choosing 'Open file library' from the list of options will open the 'Insert Files and Images' wizard, again. Selecting 'Insert other media' from the list will open the 'Select Macro' wizard. It's worth noting that there is a macro for PDFs. This, according to the brief description, will insert a PDF into your page as an interactive presentation. Choosing this macro will open a dialog box where you can browse for the file and add it to your page.
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Working with Excel and/or PowerPoint Files
Inserting Excel document as a Link Navigate the Page in which you would like to insert the Excel Document Select images and files from the editing bar. Use the Upload Files and navigate to your the file you would like to insert Click insert Select the newly imported document icon and on the small floating menu select Show as Link. Use Preview to confirm your layout Select Update when you are satisfied with the changes. Display Excel information on your Page Please be sure the you have inserted or attached the Excel documents on the your page before moving forward. Press Edit From the Editing bar, select Insert More content Select Other Macro from the provided list Search for Excel and select the Excel Macro. The Excel macro option will be displayed for you to select Page Name refers to to the page in which the content will be display File name is the option to select the item you would like to display, i.e. the excel document name. If you have multiple files added you can select the specific one. Show Grid selection will aloo you to retain or remove grid lines. Worksheet name will give you the option to rename the document Last Row allows you to specify the rows to display. For example, if your document has 120 rows and you only want to display rows 1-60, you enter 59 in the provide space. The resulting output would be to display rows 1-60. Showing all rows is set by default. Last Column allows you to specify the columns to display. For example, if your document has 20 columns and you only want to display rows 1-10, you enter 9 in the provide space. The resulting output would be to display columns 1-10. Showing all rows is set by default. Click insert when your selections have been made. A macro will be displayed as a box and entered where your cursor is placed. Move the macro and make any additional edit to the page you require. Utilize Preview to confirm you changes. Select Update when complete. Inserting a PowerPoint Document as a Link Navigate the Page in which you would like to insert the PowerPoint Document Select images and files from the editing bar. Use the Upload Files and navigate to your the file you would like to insert Click insert Select the newly imported document icon and on the small floating menu select Show as Link. Use Preview to confirm your layout Select Update when you are satisfied with the changes. Display PowerPoint content Displaying content within Confluence allows you to provide your users with an interactive slideshow. This will allow them to view the presentation with out leaving your page or opening a new window. Please be sure the you have inserted or attached the PowerPoint documents on the your page before moving forward. Press Edit From the Editing bar, select Insert More content Select Other Macro from the provided list Search for PowerPoint and select the PowerPoint Macro. The PowerPoint macro options will be displayed for you to select Page Name refers to to the page in which the content will be display File name is the option to select the item you would like to display, i.e. the PowerPoint document name. If you have multiple files added you can select the specific one. Slide number will allow you to just show specific slide or all slide. Leave blank to show all slides Height will allow you to define a maximum height for the document based on percentage or pixel size. Leave Blank for defaults Width will allow you to define a maximum width for the document based on percentage or pixel size. Leave Blank for defaults Click insert when your selections have been made. A macro will be displayed as a box and entered where your cursor is placed. (When previewing the page, it will display an interactive slideshow of the Presentation) Move the macro and make any additional edit to the page you require. Utilize Preview to confirm you changes. Select Update when complete.
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Working with Word Files
During your workflow you may have spent significant time on Word Documents and would like to incorporate them in to your Confluence Space. Confluence has the ability to insert Word documents as links and even import Microsoft Word documents as a new page. During the import of the document, much of the spacing and formatting will not be applied in favor of the default Confluence structure. It may require additional editing once the file is imported. Inserting a Word Document on a Page To insert a word document on your page: Navigate to the page in which you would like to insert the Word Document and Select the Edit option On the Editing toolbar, select insert files or images Within the popup box, select the upload items button. navigate to the Word Document that you would like to add and select Choose Click Insert. The document will be added to your page where you cursor is Before you publish the page, select the image on the page and choose the show as link option. Preview the page to ensure you have the correct look, spacing, layout, etc. Click Publish when complete. Importing Word Document Within the space, select the tools Icon From the provided list, select "Import Word Document" Press the Choose File button and navigate to the file you would like to import and select Choose Press Next You will them be presented with the Import options: Set the Name of the pages with Root Page Title. Where the document is imported, either as a new page or to replace and existing page How it will handle a page with the same name, either rename, replace or remove pages with the same name Press Import when you have made the appropriate selections. The Word Document Content will be added to the space based on your import settings.