---
title: "Overview"
canonical: "https://support.appfire.com/space/CDML/649103181/Overview"
format: markdown
---
# Get started guide



> Macro (excerpt)
> 
> ## Get started guide
> 
> The following is a step-by-step guide to installing Comala Document Management and adding a workflow to your documents.
> 
> > Macro (toc)
> 
> 
> |  |
> | --- |
> | > ℹ️ From v7.4.0, users can access the [Onboarding](https://appfire.atlassian.net/wiki/spaces/CDML/pages/982024215) tool. The **Get Started** option allows you to apply a **Get Started workflow **or one of three workflows that illustrate popular use cases. |
> | **Get started with …** | **Key user(s)** | **Topics** | **Related documentation pages** |
> | #### [Installing and configuring Comala Document Management](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649857161) | [Global Administrator] | - [Global administrator role](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649857161/Installation+and+configuration#Global-administrator-role)
> - [Space administrator role](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649857161/Installation+and+configuration#Space-administrator-role) | **Global configuration**<br>> Macro (contentbylabel) | **Space configuration**<br>> Macro (contentbylabel) |
> | #### [Managing workflow templates](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649791093) | [Global Administrator]<br>[SPACE Administrator] | - [Workflow template scope](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649791093/Managing+workflow+templates#Workflow-template-scope)
> - [Global scope](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649791093/Managing+workflow+templates#Global-scope)
> - [Space scope](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649791093/Managing+workflow+templates#Space-scope)
> - [Adding workflows to a space](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649791093/Managing+workflow+templates#Adding-workflows-to-a-space) | **Workflow templates and workflow dashboards**<br>> Macro (contentbylabel) |
> | #### [Adding a workflow to pages and blog posts](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649627282) | [SPACE Administrator]<br>[PAGE EDITOR] | - > Macro (excerpt-include)
> 
> [Add workflow to content](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649627282/Adding+a+workflow+to+a+document#Adding-a-workflow-to-content)
> - [Add workflow - page tools menu](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649627282/Adding+a+workflow+to+a+document#Add-workflow---page-tools-menu)
> - [Add a workflow to all the content in a space](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649627282/Adding+a+workflow+to+a+document#Add-a-workflow-to-all-the-content-in-a-space) | **Adding a workflow**<br>> Macro (contentbylabel) |
> | #### [Using the workflow on the page](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649725718) | [PAGE EDITOR] | - [Workflow transitions and document process milestones](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649725718/Using+the+workflow+on+a+document#Workflow-transitions-and-document-process-milestones)
> - [Workflow final state](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649725718/Using+the+workflow+on+a+document#Workflow-final-state)
> - [Tracking activity](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649725718/Using+the+workflow+on+a+document#Tracking-activity) | **Workflow on a page**<br>> Macro (contentbylabel) |

> Macro (excerpt)
> 
> |  |  |  |  |
> | --- | --- | --- | --- |
> | [Reviewers](https://appfire.atlassian.net/wiki/pages/createpage.action?spaceKey=awpd&title=Reviewers%20-%20Getting%20started&linkCreation=true&fromPageId=617492385) | [PAGE EDITOR] |  |  |
> | [Editing a workflow and creating a custom workflow](https://appfire.atlassian.net/wiki/spaces/CDML/pages/2143977938) | [SPACE Administrator]<br>[PAGE EDITOR] |  |  |
> | [Reporting](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649692930) | [Global Administrator]<br>[SPACE Administrator]<br>[PAGE EDITOR] |  |  |