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How to Create an Opus Doc

Learn how to create your own text-based training resources in Opus.

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

Opus Docs are mobile-friendly, searchable, and translatable training documents you can create directly in Opus. They’re great for SOPs, recipe cards, and HR policies.

Follow the steps below to create a new Opus Doc from scratch.

  1. From your Opus dashboard, click on Resources in the left navigation.

  2. In the Resources tab, click the + Opus Doc button to start a new document.

  3. Give your doc a clear, searchable title—like:

    • Grilled Chicken Bowl Recipe

    • FOH Closing Procedures

    • Break Policy

  4. Add your content

    • Use the editor to type your content or paste it in. You can also:

      • Use bold, headers, and bullet points for structure

      • Add images (e.g. plated dish photos or diagrams)

  5. Publish and share with Library Access

    • When you’re done, click Save. You can then:

      • Add Tags for easier organization

      • Adjust Access so only the right team members can view it

      • Print or post a QR Code so staff can scan and view the doc quickly on the floor

💡 Best Practices

  • Keep it simple: Use short steps and plain language

  • Use visuals where needed: Images and videos can clarify key actions

  • Optimize for search: Use clear terms your team will type into the search bar

  • Edit anytime: You can update the doc anytime without needing to re-upload a file

Need to convert a PDF instead? Check out: How to Convert a PDF into an Opus Doc

❓ Frequently Asked Questions

Can multiple people work on an Opus Doc?

  • Unlike courses, you can't invite collaborators to an Opus Doc. If you want to invite someone on your team to view and edit an Opus Doc that you've created, you can give set up Access rules so that the Opus Doc is available in their library.

Can I format my Opus Doc like a PDF?

  • Opus Docs are designed for clarity and mobile readability, not layout-heavy formatting. Use headers, bullet points, and visuals instead of columns or styled templates.

Can I assign an Opus Doc like a course?

  • No, Opus Docs are not assignable unless they're included in a module. They’re best used for reference materials your team can search and access as needed. To assign an Opus Doc, we recommend including it as a resource within in a module.

What types of media can I add?

  • You can add images (JPEG, PNG) to support your written content. Videos are not currently supported.

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