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Getting Started: Opus Docs

Learn how to create an Opus Doc or convert a PDF into one, so your team can search and read your Resources on their phone.

Written by Ben Brunken
An Opus Doc on the Build tab

Opus Docs help your team find and read SOPs, product guides, and policies on the job. They're Resource documents you create and maintain right in Opus, so your team can:

  • Search them

  • Read them in their preferred language

  • View them on their phone

Opus Docs work best for knowledge-rich materials like:

  • Step-by-step SOPs (Standard Operating Procedures)

  • Product guides

  • HR policies like your team handbook

Table of Contents:

How to Create a New Opus Doc

  1. In the dashboard, go to Training > Library and select the Resources filter.

  2. Click Opus Doc. A new draft Opus Doc opens on the Build tab. If the editor is read-only, click Edit in the top right corner.

  3. Give your doc a title (like Product Return Policy or Store Closing Procedures).

  4. Add your content using text, bullet points, images, or links.

  5. Click Publish when you're done.

Keep it clear and skimmable: short steps, plain language, and images where they help.

šŸ’” Link related content: Link Courses, Resources, and Checklists directly in an Opus Doc so your team can find what they need. This works well for SOP hubs, team handbooks, and Manager playbooks.

āž”ļø Learn more:

How to Convert a PDF into an Opus Doc

  1. In the dashboard, go to Training > Library and select the Resources filter.

  2. Click New Resource and upload your PDF.

  3. Select Convert into Opus Document, then click Convert to Opus Doc.

  4. Review the converted doc and clean up the formatting.

  5. Click Publish, then share the doc through Library Access or add it to a Module.

To convert a PDF that's already in your Library, open it and click Convert PDF to Opus Doc under the preview on the Overview tab.

šŸ’” Plan a quick review: PDF conversion gets you about 70% to 80% of the way there.

āž”ļø Learn more:

Best Practices for Using Opus Docs

Opus Docs are built for Resources that are clear, text-based, and easy to read, especially on a phone. Here's how to get the most out of them:

  • Keep it simple and text-focused: Opus Docs work best for instructions, not heavy formatting or design.

  • Don't rely on layout: Opus Docs prioritize readability, search, and translation.

    • When you convert a PDF, design elements like columns, colors, or fancy fonts don't carry over.

  • Write with search in mind: Use clear, consistent language so team members can find docs by keyword.

  • Add images where they help: Include images for steps that benefit from visual support.

šŸ’” Zoom in on the app: In the Opus Training app, pinch to zoom in on an Opus Doc. Tap an image to open it full screen, where you can also zoom in.

āš ļø Not for print design: Opus Docs aren't meant to look like polished printouts or marketing materials.

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