Getting Started

For many teams, the approval process is an essential part of the creation and sign off of documents. With Approvals for Confluence you can integrate a simple but easy to use review and approval tool straight into Confluence. We will walk you through the key features below.

Once the app is installed it’s ready to use and there is no complicated setup process required.

There are two options for approvals in Approvals for Confluence; submit an entire page, or a section within a page. For the purposes of this example we will focus on submitting a section of a page for approval.

Video Tutorial: Getting Started with Approvals for Confluence

Submit a Page Section for Approval

After installation, Approvals for Confluence is active across all Confluence pages.

If there is a section of the page you want to submit for approval, open the Confluence editor (shortcut: E) and navigate to the section you want to submit for approval. Once here, type '/' in the editor and select Section Approval from the drop down list. Add it to the page and click “Publish”.

Configure your Approval Settings

When you click the approval macro it will open a dialogue window where you can select your review team and configure the approval setup. It’s important to note that you can set up Approval Teams which will save time when choosing reviewers.

Once you are happy with your settings click Save and your section approval has been added to the Confluence Page. Note: if you have enabled email notifications, your reviewers will be notified that the Confluence page section is waiting for their review.

Want to find out more?

Check out our Use Cases to see Approvals for Confluence being used in real-life scenarios. Alternatively, take a look through our User Guide which will cover all of the features contained in this product.

Need support? We’re here to help 🧡

If you have any questions or would like to speak with us about Approvals for Confluence, please reach out to our Customer Support team.