Skip to main content

Getting Started: Opus Docs

Create an Opus Doc or convert a PDF into one, and follow best practices for clear, searchable, mobile-friendly Resources.

Written by Ben Brunken

SOPs, guides, and policies are only useful if your team can find and read them on the job. Opus Docs are Resource documents you create and maintain right in Opus, so your team can search them, read them in their preferred language, and view them on their phone.

Opus Docs work best for knowledge-rich materials like:

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

  • Quick reference guides

  • HR policies like your employee 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.

  3. Give your doc a title (like New Hire Orientation Guide or 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. For a full walkthrough, see How to Create an Opus Doc.

💡 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, employee handbooks, and Manager playbooks.

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 on the Build tab. For more detail, see How to Convert a PDF into an Opus Doc.

💡 Plan a quick review: PDF conversion gets you about 70% to 80% of the way there. A quick review makes sure everything looks right.

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 SOPs, how-to guides, and HR policies that rely on clear instructions, not heavy formatting or design.

  • Don't rely on layout: When you convert a PDF, design elements like columns, colors, or fancy fonts don't carry over. Opus Docs prioritize readability, search, and translation.

  • 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.

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

Did this answer your question?