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Getting Started: Opus Docs

Learn what Opus Docs are, how to create one or convert a PDF into one, and best practices for writing clear, searchable, mobile-friendly resources.

Written by Ben Brunken

Opus Docs are Resource documents you can create and maintain right in Opus.

Unlike traditional training PDFs, Opus Docs let your team members:

šŸ”Ž Search for what they need
šŸŒŽ Read in their preferred language
šŸ“² Easily view Resources on their phone

Opus Docs are great for knowledge-rich materials like:

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

  • Recipe cards

  • HR policies like your employee handbook

Table of Contents:

How to Create a New Opus Doc

  1. Go to Training > Resources and click "Opus Doc."

  2. Give your doc a title (like Grilled Chicken Bowl Recipe or Closing Procedures - FOH).

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

  4. Click Publish when you're done.

Keep it clear and skimmable. Use short steps, plain language, and visuals where they help. For a full walkthrough, see How to Create an Opus Doc.

šŸ§  Link training content, Resources, and Task Lists directly in Opus Docs so your team can quickly find what they need. This is ideal for SOP hubs, employee handbooks, and Manager playbooks.

How to Convert a PDF into an Opus Doc

  1. Go to Training > Resources and click "+ New Resource."

  2. Upload your file and select "Convert into Opus Doc."

  3. Review and clean up the formatting.

  4. Click Save, and assign it like any other training doc.

For more detail, see How to Convert a PDF into an Opus Doc.

šŸ§  PDF conversion gets you about 70-80% of the way there. A quick review helps make sure everything looks right.

Best Practices for Using Opus Docs

Opus Docs are designed to help you create Resources that are clear, text-based, and easy to read, especially on mobile.

āš ļø Opus Docs aren't meant to look like polished printouts or marketing materials.

Here's how to get the most out of them:

  • Keep it simple and text-focused

    • Opus Docs work best for SOPs, recipes, and HR policies that rely on clear instructions, not heavy formatting or design.

  • Avoid relying on layout

    • When you import a PDF, design elements like columns, colors, or fancy fonts won't carry over. That's by design: Opus Docs prioritize readability, searchability, and language translation.

  • Write with search in mind

    • Use clear, consistent language so team members can easily find docs using keywords.

  • Add visuals where they help

    • You can still include images or videos for steps that benefit from visual support.

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