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Instructions - Documentation
Follow the steps below to setup a documentation site with Refined for Confluence Server and Data Center. We use our own documentation site as inspiration to walk you through the steps.
1. Theme
The theme used on our the documentation site is similar to the following theme.
Download the theme and change the colours to match your brand.
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above is called ‘Radiant’ theme and comes included as a theme in the product.
2. Structure
The way you structure your site depends on your information heirarchyhierarchy. On our documentation site, each Refined app has a Confluence space home. We use the dropdown category structure to organize the apps into the Product Category.
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Now your site navigation should look like this:
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3. Customization
Each page in Refined including site homes, category homes, space homes and pages are very easy to customize with Refined’s inbuilt layout editors. More on the inbuilt layout editors here.
Customizing the site home
For a documentation use case we typically see site homes with quick links to the product space homes (and general information pages), page links and activity feeds.
View and copy the layout below.
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Customizing the space layout
Note: Customization of a space and pages works differently in our Cloud app, Refined for Confluence.
Customize the space layout and save it as a template. Refined includes a space layout editor where you can customize the side bar on a space, the space home page and save it as a template. We recommend saving your commonly used space layouts as templates to save on maintenance. Click here for more info on space layout options.
For this documentation use case, Refined comes with a default “documentation” space layout you can select when creating a space, or edit and switch to it later. You can also customize your space to suit your needs.
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4. Personalization
To understand how to personalize your site and manage who can see what content go here: https://partners.refined.site/space/RFCS/246644781#4.-Personalization
Other ways to personalize a documentation site:
CQL in modules
A really clever way to personalize your content is using CQL. For example you could show a users “favourite pages” (assuming they are logged in). We have a bunch of examples at this link .
Text Variables.
Text variables are $labels in the admin layouts which automatically generate text for the end user. E.g., “Welcome to $sitename”. More on text variables here .
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