Template Management

Admins create and manage PDF export templates from Confluence Settings → PDF Exporter. Templates are shared across the entire Confluence instance.

Creating a Template

  1. Open Confluence Settings → PDF Exporter
  2. Click New Template
  3. Enter a Name (must be unique) and an optional Description
  4. Configure the template settings (see Template Settings below)
  5. Click Save

The template is immediately available to all users in the Confluence instance.


Editing a Template

  1. Find the template in the list
  2. Click the Edit (pencil) icon
  3. Modify any settings
  4. Click Save

Changes apply to all future exports using that template. Existing downloaded PDFs are not affected.


Archiving a Template

Archiving hides a template from the user-facing dropdown without permanently deleting it. Use this to retire templates you no longer want used, while keeping the configuration available for reference or restoration.

  1. Find the template in the list
  2. Click the Archive icon
  3. Confirm the action

Archived templates appear in a separate Archived section in the admin list and are not visible to regular users.


Restoring an Archived Template

  1. Switch to the Archived tab in the template list
  2. Click the Restore icon next to the template
  3. The template moves back to the active list and becomes available to users

Deleting a Template

Deletion is permanent. Once deleted, a template cannot be recovered.

  1. Find the template in the list (active or archived)
  2. Click the Delete (trash) icon
  3. Confirm the action in the confirmation dialog

Tip: Archive instead of delete if there's any chance you'll want the template settings again.


Template Settings

When creating or editing a template, configure any combination of these settings:

Page Layout

Setting Options
Page Size A4, Letter, Legal
Orientation Portrait, Landscape
Font Size Small, Medium, Large

Cover Page

Setting Options
Enabled On / Off
Cover Style Classic, Corporate, Modern, Executive, Bold, Minimal
Accent Color Hex color picker
Subtitle Custom text (optional)
Author Custom text (optional)
Logo Image upload (PNG, JPG, SVG)

Table of Contents

Setting Options
Enabled On / Off
Depth 1, 2, or 3 heading levels
Setting Options
Enabled On / Off
Text Custom text
Position Left, Center, Right
Setting Options
Enabled On / Off
Text Custom text
Position Left, Center, Right

Page Numbers

Setting Options
Enabled On / Off
Format 1 / 1 / 10 / Page 1 of 10
Position Left, Center, Right

Watermark

Setting Options
Enabled On / Off
Text Custom watermark text
Opacity 0.0 – 1.0 (default: 0.15)

Page Breaks

Setting Options
Break before H1 On / Off
Break before H2 On / Off

PDF Bookmarks

Setting Options
Enabled On / Off

Template Metadata

Each template records:

  • Created by — Confluence user who created it
  • Created at — Timestamp
  • Updated by — Last editor
  • Updated at — Last modification timestamp

This metadata is visible in the template detail view.