Convert a PDF into an Opus Doc to make it searchable, translatable, and easy to read on a phone, in seconds.
Table of Contents:
How to Convert a PDF
In the dashboard, go to Training > Library and click Resources.
Click New Resource and select one PDF file. If you select several files at once, they upload as PDFs without the option to convert.
Select Convert into Opus Document, then click Convert to Opus Doc.
Opus converts the PDF into an editable document and opens it. This takes about 5 seconds.
Click Edit and clean up the converted doc:
Fix formatting issues like spacing or line breaks.
Remove headers, footers, and other elements that no longer apply.
Update outdated language or links.
Click Publish.
Share and organize the published doc from its Overview tab:
Library Access: Click Make available next to Available in library.
Tags: Click the Tags value in the Settings card (or select … > Settings).
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.
⚠️ Plan a quick review: Conversion gets you about 70% to 80% of the way there. A converted doc usually needs some formatting cleanup before you share it.
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.
💡 Readability over layout: Opus Docs are built for readability, so visual design from your PDF (fonts, colors, columns) doesn't carry over.
Best Practices
Use short sections and plain language for mobile readability.
Replace tables and layout-heavy elements with simple bullet points.
Add images to clarify complex steps.
Give the doc a clear title your team will recognize and search for.
➡️ Learn more:
How to Create an Opus Doc: write a new Opus Doc from scratch.
FAQ
Will my PDF formatting stay the same in Opus?
No. The content carries over, but design elements like fonts, columns, and colors don't. Opus Docs are built for search, translation, and mobile access.
Do I need to review the converted doc?
Yes. Conversion typically gets you 70% to 80% of the way there. Review the converted doc and clean up the formatting before you share it with your team.
Can I convert a scanned PDF?
Yes. Opus reads the text in scanned and image-based PDFs too. Check the result closely, since text from a blurry or low-quality scan can come out wrong.
Can I update the converted doc later?
Yes. Once converted, it works like any other Opus Doc. Click Edit on the Build tab to make changes, then click Publish.
Can I go back to the original PDF?
Yes. On the Overview tab, click Revert to PDF in the Converted from card.
You can also click Edit, then select … > Revert to PDF.