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Simpleasyty
Help Center — Quick start
GETTING STARTED
IntroductionQuick start
CREATE A SCHEMA
Create a schema from a templateCreate a schema from scratch
SCHEMA TEMPLATES
Security Risk RegisterISO 27001 Document ControlSOC 2 Evidence RegisterPolicy ManagementThird-Party RiskData ClassificationApplication PortfolioControlled DocumentArchitecture Decision RecordInformation Asset RegisterBusiness Continuity RegisterGDPR Processing Activity
IMPORT
Import a JSON or YAML schema packageImport Page Properties
FIELD TYPES
Schema field typesText fieldsNumber fieldsYes / No fieldsSingle choice fieldsDate / Time fieldsEmail fieldsURL fieldsConfluence reference fieldsList fieldsField group fields
MANAGE SCHEMAS
Manage schemasIndexed fields and filtersSchema permissions
CAPTURE DATA ON PAGES
Capture metadata on a pageCapture, validate and repair metadata
CREATE REPORTS
Build a Metadata ReportConfigure report filters and viewer controls
STORAGE & PRIVACY
Data residencyStorage in ForgeRetention and deletion
COMPLIANCE
Compliance workflowsMetadata, history and revisions
ADMINISTRATION & TROUBLESHOOTING
Import and exportSchema reconciliation and processesSecurity, storage and limitsTroubleshoot schemas, filters and reports

GETTING STARTED

Quick start

Create a schema, capture metadata on a page, and publish a report.

Create a schema

Open the Simple Metadata app, go to Schemas and choose New schema. Start from a template or select Start from scratch. Add the fields authors should fill in, review permissions and create the schema.

Add the capture macro

Insert the Simple Metadata macro on a Confluence page, select an eligible schema, then publish the page.

Save metadata

Authors fill in the generated form and save the page-level metadata. The form validates values against the schema.

Publish a report

Insert Metadata Report, select the same schema, choose columns, and optionally expose indexed filters to viewers.

Before you begin

You need permission to create or manage schemas and a Confluence page where the schema is eligible. If you intend to filter a report, mark those fields indexed while designing the schema; adding indexing later may require reconciliation of saved metadata.

A useful first report

Start with page title, space, last modified and the two or three schema fields reviewers use most. Keep filters deliberate, then enable only the viewer controls—search, filters, sorting, grouping, full screen or CSV—that help the published audience.