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5 min read

How to use Confluence for documentation: Six steps to success

Emma Smith
30 November 21 Confluence
Computer screen showing man looking at a document

Confluence is an incredibly versatile tool with a number of different applications. Whether it’s used as a company wiki, department hub or co-working space to facilitate remote work, Confluence’s flexibility, accessibility and customisation potential makes it a go-to choice for teams all over the world.

But what about external use cases? Confluence’s adaptability doesn’t stop at peer-to-peer collaboration within organisations. It can also be used to create technical documentation for external users of your products. Here’s why you should use Confluence for your documentation and how you can make it as clear, user-friendly and interactive as possible.

What is documentation and why is it important?

Also known as technical and/or product documentation, the term “documentation” covers a wide range of information, usually organised into - surprise! - documents. Documentation should display and describe what a product is, how it works and how to use it properly. It should be constantly updated to reflect technological and software updates, and good documentation will not only be correct, consistent and complete, but also navigable and user-friendly. 

Technical documentation plays an important role in the overall customer experience and can influence purchase decisions, renewal rates and customer satisfaction. This is only set to increase with the millennial customer coming of age. According to an SDL survey, 41% of millennials search for online tutorials, 33% search for technical documents and manuals, and 72% say that product information affects how they perceive a product. That makes it even more important to focus on your documentation now and into the future.

Why should you use Confluence for documentation?

Confluence is extremely collaborative. Couple this with the fact that it’s a web app and you’ve got a platform built for teamwork - no matter where colleagues are in the world. This allows technical writers, software developers and marketers to work in harmony for quicker, more accurate documentation creation. 

Confluence’s simplicity makes it ideal for users of all experience levels to create documentation worthy of an external audience. Its intuitive interface and powerful editor makes it easy to create content, pages and spaces - and that’s before you start using Confluence macros. For organisations already familiar with and actively using the Atlassian suite, Confluence is a natural choice for documentation.

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Using Confluence for documentation: 6 steps to success

Step 1: Create the framework 

For organisations already using Confluence, this step should be easy. Simply create a new space (Spaces>Create space) and select Documentation space.

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Gif showing a Confluence screen with someone creating a new Confluence space

You can then name your space, add a description and set permissions. 

Hint: If you’re not familiar with Confluence, check out Atlassian’s documentation on getting started in Confluence Cloud. 

Step 2: Implement Confluence permissions to make content more (and less) accessible

When you’re creating new pages, you’ll likely want to develop them over time, and often with the input of other team members and stakeholders. When pages are in draft state, half-finished or littered with comments, it’s best practice to keep them hidden not only from your external users, but also from internal team members who don’t need to input on them. 

With that in mind, you should restrict permissions as soon as you create a new page. This might mean keeping draft content exclusive to select team members or restricting a public page to staff members until it’s ready to be accessible to the public. When you share pages with reviewers for their feedback, make sure you change their restrictions accordingly.

Hint: In-line and page comments can be extremely useful during the documentation drafting process. Just make sure to delete any comments before publishing your page.

There’s an app that can help with that!

Make the documentation sign-off process easier with Comala Document Management. It’s a popular tool for adding workflows to Confluence, as well as adding review and approval processes to content publication.

Step 3: Make content more visually appealing

Just because it’s technical documentation, it doesn’t need to be dull or text-heavy. In fact, good documentation should feature plenty of images to help illustrate exactly what you’re telling users to do. Use up-to-date screenshots, gifs and video walk-throughs of your product in use, ideally with text to annotate the key features and steps. 

As well as illustrating your product in action, you should keep your documentation visually appealing and eye-catching. This means using subheadings, bold text and colour appropriately. Many companies design their documentation to match their overall brand identity and their corporate website.

There’s an app that can help with that!

Content Formatting Macros for Confluence allows you to customise your pages and content beyond the out-of-the-box Confluence functionality, giving you the power to increase engagement. You can add buttons to draw attention to text you want users to interact with and design cards to display key information, among a range of other functions.

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Screenshot of a Confluence page with bright text boxes and photos of dogs
A documentation page in Confluence showing how the Card Macro can be used to visually highlight important information and help users navigate content.

Step 4: Focus on your organisation: Make your content clear and pages easily navigable 

Part of making your pages pretty is keeping them clear of clutter and breaking up chunks of text into easily digestible sections. 

Then there’s the clutter in your overall space. Confluence spaces can spiral out of control if you’re not careful, so have a structured page hierarchy and make sure there’s a clear pathway through your documentation. That means avoiding orphaned pages and making sure there are prominent links between relevant sections.

There’s an app that can help with that!

The Tabs Macro (part of the Content Formatting Macros for Confluence suite) is tailor-made for sectioning off text to keep your pages clean and tidy. When you’ve got large chunks of information, introduce tabs to split content into relevant sections, allowing your users to digest it at their own pace.

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The Tabs Macro allows you to guide the user through large chunks of text without overwhelming the page with content.

The Footnotes and Tooltip macros, also part of Content Formatting Macros for Confluence, can also remove text clutter from the body of your documentation. They’re discreet ways of adding extra text to your page for your user to find if and when they need more information. 

Once you’ve perfected your pages, it’s time to focus on your Confluence site structure and navigation. Community Forums for Confluence can help. It allows you to organise pages into topics and subtopics, essentially creating a directory page of all existing pages. This means you can easily mark a page as a topic and remove outdated pages to help keep your documentation space clear and organised.

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Screenshot of a Confluence page showing product updates
Community Forums for Confluence can organise pages into topics and subtopics, making organising your documentation space easier than ever.

Step 5: Make your Confluence pages more interactive and seek out user feedback

Any UX designer knows that a good website is one that users want to interact and engage with, and your documentation should be no different. As well as using buttons, tabs and links to encourage users to click through and explore, add more dedicated features to speak directly to your users and encourage them to share information with you. You’ll get the added benefit of not only making your website more interactive, but also encouraging valuable user feedback that can help make your documentation better than ever.

There’s an app that can help with that!

Take the opportunity to gather direct user feedback with Forms for Confluence. You can use Forms to run surveys, ask for specific feedback or even ask users to submit requests or suggestions for new features. 

Try Forms for Confluence now
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Step 6: Get your Confluence documentation online

Time to take your space documentation public? You’ll need to use an add-on like Scroll Viewport to publish directly to the web, adding a customised web layer on top of the Confluence documentation. This means end users can view your Confluence documentation as a stylised website, without compromising your internal Confluence user interface.

And that’s it! You’re ready to share your brilliant documentation with your customers.

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Still want more?

Learn more about Confluence and what it can do for you in our guide to enterprise collaboration:

Download PDF guide

About the authors

Emma Smith

Emma is a Senior Content Marketing Manager specialising in Hierarchy for Jira, Content Formatting Macros for Confluence and Forms for Confluence.