Your team needs SOPs, product guides, and HR policies they can read on the job. Opus Docs are mobile-friendly, searchable, and translatable documents you create directly in Opus, and you can update them anytime without re-uploading a file.
Table of Contents:
How to Create an Opus Doc
In the dashboard, go to Training > Library and select the Resources filter.
Click Opus Doc. A new draft Opus Doc opens on the Build tab. If the editor is read-only, click Edit in the top right corner.
Give your doc a clear, searchable title, like:
Equipment Cleaning Guide
Store Closing Procedures
Break Policy
Type or paste your content into the editor. You can also:
Use bold, headings, and bullet points for structure.
Add images (like product photos or diagrams) and links to other training content.
Click Publish when you're done.
Share and organize the published doc from its Overview tab:
Library Access: Click Make available next to Available in library so the right team members can find it.
Tags: Click the Tags value in the Settings card (or select … > Settings) to organize it.
QR code: Click the QR code value in the Settings card and choose Anyone can scan to open to get a QR code your team can scan to open the doc.
💡 Already have it as a PDF? On a blank doc, click Import from PDF under the title placeholder to turn a PDF into this doc instead of retyping it.
✅ Publish before you share: Make available and the QR code row both need a published version of the doc.
Best Practices
Keep it simple: Use short steps and plain language.
Use images where needed: Images can clarify key actions.
Optimize for search: Use clear terms your team will type into the search bar.
Edit anytime: Update the doc whenever you need to, without re-uploading a file.
➡️ Learn more:
How to Convert a PDF into an Opus Doc: turn an existing PDF into an Opus Doc.
FAQ
Can multiple Admins and Managers work on an Opus Doc?
Yes. Click the Collaborators icon in the top right corner of the Opus Doc to invite other Admins and Managers to edit it with you.
Can I format my Opus Doc like a PDF?
No. Opus Docs are built for clarity and mobile readability. Use headings, bullet points, and images instead of columns or styled templates.
Can I assign an Opus Doc like a Course?
Not directly. To assign an Opus Doc, add it to a Module and assign the Module. Otherwise, share it through Library Access so your team can search for it and open it when they need it.
Who can publish an Opus Doc?
Anyone who can edit the Opus Doc can publish it. Archiving requires the Manage Library permission.
What types of media can I add?
You can add images (JPEG, PNG, GIF, or WebP) to support your written content. Videos aren't supported in Opus Docs.