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A template is a little like a blueprint, only it doesn't come pre-made from Confluence (the brand name of the software that Experts is created from). You can still get a template that you have created to do anything that a blueprint will, you just have to manually add the macros instead of having them already installed.

Step-by-step guide

Creating a new template

  1. Click Create on the header.

  2. Choose Add or customize templates for the selected space.

  3. Click Create New Template

Using the template editor

Basic template editing

  1. Add a name for your template.
  2. Enter text into the body of the template, and use the editor toolbar to apply styles, layout and formatting. You can add links and macros. In general, you can use the Confluence editor in the same way as on a page.
  3. If you want to have an index page to display all the pages created from this template, be sure to add a label specific to this template.

  4. You cannot attach an image or other file to a template. 
    1. Instead, you will have to attach the file to another page

    2. Then insert it into the body of the template.

You can attach a PDF file to a page and then choose Insert > Other Macros > PDF to embed the PDF file into the template.

Advanced template editing


Add variables to your template to act as form fields. When someone creates a page based on the template, Confluence will display a text entry box for each field. The user can then enter data into the field, and the data is inserted onto the page. Every variable must have a unique name. If you add the same variable multiple times in the same template, Confluence will make sure that they have the same value when the user saves the page. This is useful if you need the same information in more than one place in the page.

Insert a variable into a template
  1. Place your cursor on the template where you want the variable to appear.
  2. Choose Template > New Variable from the editor toolbar. (If you have already created a variable you can choose to use it again.)

  3. Name the variable, and press Enter. By default this will create a single-line text input field.
  4. To change the variable type, click the variable placeholder.

    1. Text, which creates a single-line text input field.
    2. Multi-line text, which creates a text box that allows more than one line of text.
    3. List, which creates a dropdown list.
      1. You must specify the values that will appear in the dropdown list. 

      2. The values must be separated by commas, and therefor cannot contain commas within them, though they can include letters, numbers, special characters, and spaces.

Instructional text

Instructional text allows you to add placeholder content to a template. This text is only visible in the editor and disappears when the author of the page begins typing.

Insert instructional text into a template
  1. Place your cursor on the template where you want the instructional text to appear.
  2. Choose Template > Instructional Text on the editor toolbar.

  3. Begin typing - the instructional text appears in italics with a shaded background to distinguish it from normal paragraph text.

  4. You can also change the placeholder type from Text to User Mention, which, when clicked, triggers the @mentions dialog.


For questions or comments, contact the Computer Services Help Desk