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
Click + New at the top of the left sidebar.
Select Resource > Upload Resource.
Click Browse files to select a file from your device (or drag and drop it), or click Paste link to add a URL.
Add a name and description.
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:
Open the Resource from your Library.
On the Overview tab, find Available in library and click Make available.
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 a user type (like All Trainees), Role, or Department.
To change access later, click Edit on the Available in library row.
Archiving and Recovering a Resource
Resources are archived rather than permanently deleted. Archiving requires the Manage Library permission.
To archive a Resource:
Hover over the Resource name in the Library.
Click the … icon to the right.
Select Archive.
You can also open the Resource and click … > Archive in the top right corner.
To recover an archived Resource:
Go to Training > Archive.
Hover over the Resource name.
Click the … icon and select Unarchive.
💡 Unarchived Resources return to their place: When you unarchive a Resource, it returns to any Folder, Course, or Module it was in before.
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.
Tap any Course, Module, Resource, Checklist, Audit, or Check-in in your Library to see more information about it and take action. Each detail page in the app has two tabs:
Overview
Details
Overview Tab
What you see here depends on the content type:
Courses: Preview the slides in the Course.
Modules: See the individual pieces that make up the Module: Courses, Resources, and Check-ins.
Check-ins: Preview the steps in the Check-in.
Resources: See a description and the Resource content. Images, videos, PDFs, links, and text load right on the page.
Details Tab
For Courses, Modules, and Check-ins, Admins and Managers can see:
How many team members have completed the content
How many are assigned and still in progress
How many are past due
A full list of team members who received the assignment
💡 Follow up from your phone: Past due team members appear at the top of the list. From there, you can send them a reminder or manage their assignment directly.
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.
➡️ Learn more:
How to Create an Opus Doc: create, convert, and manage Opus Docs.
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.
Can I create a Resource from scratch?
Yes. Create an Opus Doc to write and format a Resource right in Opus. Learn more: How to Create an Opus Doc: write and format a Resource in Opus.
Can I upload a Word document as a Resource?
Yes. Word files upload as a Resource that team members can open. To turn a PDF into an editable Opus Doc instead, see How to Convert a PDF into an 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. Cover images are available for Courses, Modules, Check-ins, and Folders.
Can I download Resources?
Yes. In the dashboard, open a Resource and click … > Download (for an Opus Doc, Export PDF).