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Resources Overview

Learn how Resources keep your files and links in one place, so your team can find answers from their Library.

Written by Ben Brunken
Training › Library with the Resources filter

Resources put your PDFs, product guides, SOPs, and other reference material in one place your team can search from their Library.

Resources can be documents, images, videos, or links. You can also build one directly in Opus as an Opus Doc.

Table of Contents:


Resources in the Dashboard

All Resources live in your Library. Go to Training > Library and select the Resources filter to see them.

Add a Resource

  1. Click + New at the top of the left sidebar.

  2. Select Resource > Upload Resource.

  3. Click Browse files to select a file from your device (or drag and drop it), or click Paste link to add a URL.

  4. Add a name and description.

  5. Click Create Resources.

You can also add a Resource from Training > Library: select the Resources filter, then click New Resource or Opus Doc.

💡 Recommended file types: Opus supports many file types, but we recommend PDFs for documents, JPEGs for images, and MP4s for video or audio. The full list is below.

Resource Access

✅ Publish first: The Resource must be published before you can make it available. Anyone who can edit a Resource can publish it.

To make a Resource available in team members' Library (requires the Update Automations and Library Access permission):

  1. Open the Resource from your Library.

  2. On the Overview tab, find Available in library and click Make available.

  3. In the Library Access dialog, select which groups (All Trainees or All Managers), Locations, Roles, Departments, Brands, or Franchises can find it, then click Save. A Location on its own doesn't select anyone, so pair it with All Trainees, All Managers, a Role, or a Department.

To change access later, click Edit on the Available in library row.

An Opus Doc's Overview tab with Access and Available in library

Archiving and Recovering a Resource

Resources are archived rather than permanently deleted. Archiving requires the Manage Library permission.

To archive a Resource:

  1. Hover over the Resource name in the Library.

  2. Click the … icon to the right.

  3. Select Archive.

You can also open the Resource, click … in the top right corner, and select Archive.

To recover an archived Resource:

  1. Go to Training > Archive.

  2. Hover over the Resource name.

  3. Click the … icon and select Unarchive.

⚠️ Archiving removes a Resource from its Modules: An unarchived Resource returns to its Folders, but you'll need to add it back to any Module it was in.


Resources in the Opus Training App

To find Resources in the Opus Training app, go to the Library section. Team members only see content shared with them through Library Access.

As an Admin or Manager, tap a Resource in your Library to open it. Each Resource has two tabs:

  • Overview: See the description and a preview of the Resource. Tap Preview to open it.

  • Details: See the Resource's description, tags, and when it was created.

If you have the Assign Content permission, tap Give Access to share the Resource with more team members.

The Library tab with Type and Tags filters in the Opus Training app

Opus Docs

Opus Docs are Resource documents you create and maintain directly in Opus. Unlike traditional PDFs, they're:

  • Searchable

  • Translatable

  • Optimized for mobile

That makes them ideal for SOPs, product guides, and HR policies like your team handbook.

An Opus Doc on the Build tab

➡️ Learn more:


Supported File Types

The maximum upload size is 1 GB.

Documents

  • Recommended: .pdf

  • Also supported: .doc, .docx, .pptx, .pptm, .xls, .xlsx, .csv

  • Not supported: .pages

For Google Docs or Sheets, convert to PDF before uploading.

Images

  • Recommended: .jpeg, .gif

  • Also supported: .jpg, .png, .webp

  • Not supported: .heic (iOS typically converts to .jpeg automatically when sharing)

Video & Audio

  • Recommended: .mp4, .mp3

  • Also supported: .mov, .webm, .m4a, .wav

Click Trim video on a video Resource's Overview tab to trim it, join clips, or add a voiceover and music. Learn more in How to Edit Training Videos.

Links

  • Paste a link to a website, YouTube video, or Vimeo video.

  • Translation features don't apply to third-party hosted videos.

⚠️ Check sharing on Google links: Google Doc or Sheet links require team members to have access to that file in Google.


FAQ

What's the difference between a Resource and an Opus Doc?

A Resource is a file or link you upload. An Opus Doc is a document you create and edit directly in Opus.

Can Trainees see every Resource?

No. Trainees only see Resources shared with them through Library Access.

Who can publish or archive a Resource?

Anyone who can edit a Resource can publish it. Archiving requires the Manage Library permission, and making it available in the Library requires Update Automations and Library Access.

Can I create a Resource from scratch?

Yes. Create an Opus Doc to write and format a Resource right in Opus.

Can I upload a Word document as a Resource?

Yes. Word files upload as a Resource that team members can open. A PDF can also be converted into an editable Opus Doc.

What's the maximum file size?

Files can be up to 1 GB, and GIFs up to 5 MB. Markdown files aren't supported.

Can I add a cover image to a Resource?

No. Resources don't have cover images.

Can I download Resources?

Yes. In the dashboard, open a Resource and click … > Download (for an Opus Doc, Export PDF).

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