Getting Started

This guide walks you through your first export with XPress.

Prerequisites

• XPress is installed on your site.
• You have at least one space with pages to export.

1. Open XPress in a space

Open any Confluence space. In the left-hand sidebar, click XPress.

Only need one page?

Open Apps → XPress, search for the page or pick it from the ones edited most recently, and click Export. It comes out in the same template the page’s own Export to PDF uses, with no settings to open. Every page also carries that Export to PDF, in the byline and in the ··· menu.

The rest of this guide takes the fuller route, where you choose the pages, the template and the settings yourself.

The XPress page loads with two tabs at the top:

• Space Content - pick the pages you want to export.
• Exports - history of your previous exports in this space.

You start on Space Content.

2. Pick what to export

The main area shows the space’s page tree.

• Click a checkbox to include a single page.
• Click “Include All” next to a parent page to take that page and the branch under it. A very large branch is trimmed to what one export can carry.
• Select-all bar at the top of the tree picks everything in the space.
• Selected pages are listed as tags below the tree, with a Clear All button beside them. To drop a single page, untick it in the tree.

Use the small ↗ open icon next to any page to open it in Confluence in a new tab.

3. Choose a template

A template decides what your document looks like - the cover, the header, the margins, the watermark. Open the Settings panel on the left of the XPress page and pick one from the Template dropdown. That is the whole step; you do not have to configure anything.

You already have four to choose from:

• Simple document - clean A4 portrait, the everyday choice
• Report with cover - adds a title page and a linked contents page
• Confidential - a watermark on every page, plus a CONFIDENTIAL header and a Do not distribute footer
• Wide (landscape) - landscape with tight margins, for big tables

If your space already has a default template, it is selected for you.

If your space already has a default template, it is chosen for you and marked Space default.

Make one of your own

In the same panel, choose Manage → Templates to open the designer, with a live preview of the document beside the controls. Build your team’s house style once, name it, and everyone on your site can use it. See Export Templates.

4. Adjust this one export (optional)

Need something different just this once? In the Settings panel, choose Adjust for this export and change what you like:

• Format - PDF (default) or HTML
• Paper Size - A4, Letter, Legal, A3
• Orientation - Portrait or Landscape
• File Name - what the file is called when it lands
• Cover Page - a title, subtitle, and your logo as the first page
• Table of Contents - a linked contents page listing every exported page
• Header Text / Footer Text - free text at the top / bottom of every page (PDF only)
• Page Numbers - on or off, in the corner you choose (PDF only)
• Margins - Top / Right / Bottom / Left in millimetres, each adjustable on its own
• Watermark - diagonal text such as DRAFT, with position, opacity, rotation and size

Your changes apply to this export only - the template itself is left alone, and the settings panel flags that you have moved away from the template, with Reset to template to go back.

The settings last used in a space are remembered for the next person who exports from it, but the template you pick still decides anything it defines.

5. Export to PDF

With one or more pages selected, click the Export to PDF button at the bottom of the page tree.

XPress starts the export and shows a progress bar. A few pages take seconds; a large bulk export with lots of images takes longer, and you can watch it progress.

When the export completes, you’ll see:

• A Download button - click to download the PDF.
• A New Export button - clears the result and returns you to the page selection view.

6. Find an older export

Click the Exports tab. You’ll see the last 20 exports for this space, with:

• Date - when the export was created
• Created By - who ran it
• Pages - how many pages went into the PDF
• Status - COMPLETED, QUEUED, PROCESSING or ERROR
• Download - for successful exports, a link to re-download the PDF

Exports you ran yourself, in any space, are also gathered on the XPress page under Apps, in Your recent exports - see Export History.

What to do next

• Build your team’s own export template so every document matches - Export Templates.
• See how bulk export handles whole spaces - Bulk Export.
• Configure headers and page numbers for branded documents - Headers & Footers.
• Set non-standard paper size and margins - Page Layout.

Stuck? See Troubleshooting & FAQ or email support@bytera.tech.