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Getting Started with Opus Docs

Ben Brunken avatar
Written by Ben Brunken
Updated over 3 weeks 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

How to Create a New Opus Doc

  1. Go to Resources, click ā€œOpus Docā€

  2. Give your doc a title (like Grilled Chicken Bowl Recipe or Closing Procedures ā€“ 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 it helps.

šŸ§  Link training content, resources, and task lists directly in Opus Docs so your team can quickly find what they needā€”ideal for SOP hubs, employee handbooks, and manager playbooks.

How to Convert a PDF into an Opus Doc

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

  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

šŸ§  PDF conversion gets you about 70ā€“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 readā€”especially on mobile.

āš ļø Opus Docs not meant to look like polished printouts or marketing materials

Hereā€™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 instructionsā€”not heavy formatting or design.

  • Avoid relying on layout

    • When you import a PDF, design elements like columns, colors, or fancy fonts wonā€™t carry over. Thatā€™s by designā€”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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