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Is anyone utilising Confluence as a document management tool? Edited

Has anyone implemented confluence and utilising it as a document management solution.

How did you go about setting it up and do you still use it for this purpose? What challenges did you face while setting it up?

Is it a good tool to utilise for document management or do you have any other suggestions? 

4 comments

Hi @Roan O'connor,

Confluence is a really good tool for document management.

Being said that, your experience migrating to Confluence is going to be different depending on your current tool to manage documents (IBM Connections, SharePoint, Jive, Google docs,...). Here a comparison among three different alternatives. What's your context and minimum requirements? 

I'd recommend these quick readings

https://confluence.atlassian.com/confeval/confluence-evaluator-resources/confluence-document-management-system

https://confluence.atlassian.com/confeval/confluence-evaluator-resources/confluence-business-case

 

In addition, I'd add that if you are also using Jira, the integration is just the best in the market 

https://confluence.atlassian.com/confeval/confluence-evaluator-resources/confluence-managing-documents-with-confluence-and-jira-together

And if there's a feature that Confluence doesn't have, I'm confident you'll find it in a third-party app through the marketplace

https://marketplace.atlassian.com/

 

Regards,

Gorka

Like Stephen Everiss likes this

Used confluence in different situations for document management. I found out that a tool is one thing, but to make sure its properly used you need to help people using it, consistently and actively. 

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Hi @Roan O'connor,

As Gorka said, Confluence is a nice tool for collaborative document management.

I actually work for K15t Software, a vendor of Confluence add-ons. One of the major challenges we've seen people facing when using Confluence for managing documents is that there are some difficulties when managing multi-page documents.

The main difficulty is that there's no way to version and track groups of pages as single units of content – this is only possible on a page level. This is problematic because more often than not, structuring documents across multiple pages is the natural way to go.

We actually made a solution to make this possible – it's called Scroll Documents. You can find out more info at https://marketplace.atlassian.com/plugins/k15t-scroll-document-versions-for-confluence/cloud/overview , and if you have any questions I'll be happy to answer them.

Cheers, Tom.

Like Shannon Meehan _K15t_ likes this

Put another way, Confluence by itself without additional tools is a terrible tool for tracking multi-page documents. And, like a steel trap, content goes in Confluence but can't come out without additional tools to help the output since Confluence outputs only outdated Word and non-ADA compliant PDF files.

@Laura Schneider Do you have any alts that you would recommend?

Sorry, @Heather Kendall , I haven't personally found one yet, but then I'm a technical writer and do things completely differently: I work with other technical writers to document what SMEs know in professional tech comm software, such as FrameMaker,  InDesign, Flare, RoboHelp, XHTML, and/or HTML+CSS.

A format + tool that my new department uses is documenting in ASCIIDoc language and outputting using Antorra, which I look forward to learning in the near future. As a 25+ year veteran in this field, technical writers just don't collaborate with SMEs in the way that Confluence is designed to support for purposes of creating end-user or other customer-facing, professional documentation.

Confluence is fine for brainstorming, taking meeting notes, sprint retrospectives, planning picnics, exchanging light internal company information, and doing other light collaborative pre-work that might possibly be picked up by a tech writer team at some future date, transferred to appropriate tech comm software, honed and formatted, and then used in formal, external-facing documentation.

But, that's not Confluence's designed intent and, as is implied if not made clear on this thread: Confluence alone is terrible for creating outputs of any kind. Perhaps by using the several mentioned third-party plugin tools you could get some simplistic, rudimentary outputs, but I am not familiar with any Confluence plugins and defer to those who are.

Thanks for the feedback and information, appreciate it. 

Hi Roan,

please take a look at Smart Attachments for Confluence. It provides all the essential tools for document management in Confluence and neatly integrates with the native functionality.

If you have any questions, feel free to drop an email at vrutkevich@stiltsoft.com.

Thanks.

 

Sincerely, Vadim

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