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Getting Started with Opus Docs

Sara Delgado avatar
Written by Sara Delgado
Updated over a week ago

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

Unlike traditional training PDFs, Opus Docs enable your team members to:

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


āœļø How to Create a New Opus Doc

  1. Go to Resources, click ā€œ+ New Blank Doc.ā€

  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 videos.

  4. Click Publish when you're done.

🧠 Tip: Keep it clear and skimmable. Use short steps, plain language, and visuals where it helps.

šŸ”„ How to Convert a PDF into an Opus Doc

  1. Go to Resources, click ā€œImport PDF.ā€

  2. Upload your file—Opus will convert it into an editable Opus Doc.

  3. Review and clean up the formatting.

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

🧠 Tip: PDF conversion gets you about 70–80% of the way there. A quick review helps make sure everything looks right.

šŸ’” Best Practices for Using Opus Docs

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

āš ļø They’re not meant to look like polished printouts or marketing materials. āš ļø

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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