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Getting Started: Opus Docs

Learn how Opus Docs turn your SOPs, guides, and policies into Resources, so your team can search and read them on their phone.

Written by Ben Brunken

Opus Docs turn your SOPs, product guides, and policies into Resources your team can search and read on their phone. Write one from scratch or convert a PDF, then share it and see who opened it.

✅ Before you start: Admins, and Managers whose Role has the Create Content permission, create Opus Docs in the dashboard.

Your team reads them in the Opus Training app.

Table of Contents:

What to Put in an Opus Doc

Opus Docs work best for text your team looks up on the job:

  • SOPs: step-by-step procedures, like opening and closing a store.

  • Product guides: specs, builds, and how to talk about each item.

  • Policies: your team handbook, dress code, or return policy.

Your team can search for Opus Docs in the Opus Training app and read them in their preferred language.

💡 Link related content: Paste the dashboard link to a Course, Module, or Resource into an Opus Doc. In the Opus Training app, tapping it opens that content.

Build an Opus Doc

Start from a blank doc when you're writing something new. Convert a PDF when the content already exists.

Start from Scratch

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

  2. Click Opus Doc. A new draft opens on the Build tab.

  3. Give it a title, like Store Closing Procedures.

  4. Add your content with headings, lists, tables, images, and links.

  5. Click Publish in the top right corner.

➡️ Learn more:

Convert a PDF

  1. In Training > Library, select the Resources filter and click New Resource.

  2. Upload your PDF.

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

  4. Review the converted doc on the Build tab and fix anything that didn't come through cleanly.

  5. Click Publish.

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. In a blank Opus Doc, you can also click Import from PDF.

💡 Plan a quick review: PDF conversion gets you about 70% to 80% of the way there. Converting keeps the text and structure, but layout such as columns, colors, and fonts doesn't carry over.

➡️ Learn more:

Write for the Phone

Your team reads Opus Docs on their phone, often in the middle of a shift.

  • Keep steps short: one action per step, in plain language.

  • Use headings: break long docs into sections your team can scan.

  • Use your team's words: write the terms they'd search for, so they find the doc by keyword.

  • Add images where they help: show the steps that are hard to describe in words.

💡 Check the phone view: Click Mobile in the toolbar at the bottom of the editor to see how the doc looks in the app.

Share It with Your Team

You don't assign an Opus Doc directly. Your team finds it in their Library, or inside the training it belongs to:

  • Library Access: choose which Locations, Roles, or Departments see the doc in their Library.

  • Modules and Courses: add the doc to a Module or Course so your team reads it as part of that training.

➡️ Learn more:

See Who Opened It

Open the doc and go to the Reporting tab. Views over time shows how often your team opens it, and the Opened list shows who opened it.

FAQ

Can I go back to the original PDF?

Yes. On the Build tab of a doc you converted from a PDF, click the three-dot menu in the top right corner, then click Revert to PDF.

Can I download an Opus Doc as a PDF?

Yes. Open the doc, click the three-dot menu in the top right corner, then click Export PDF.

Can my team zoom in on an Opus Doc?

Yes. In the Opus Training app, pinch to zoom in on the doc, or tap an image to open it full screen.

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