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Transforming a Document to a Course

Written by Support

Introduction

Most organisations already have the knowledge they need to create training, it's just in documents. Comply Flows Transform feature lets you upload a Word document, PowerPoint, or PDF and convert it into engaging, interactive e-learning content.

Transforming a Document

1. Navigate to Training > Online Courses

2. Select Add Course > Transform a document to start

3. Upload your document by selecting Add a file or Drag and drop your document into the upload area, and select Submit.

You can upload multiple documents and include a prompt to add context

4. Wait for the file to process, you will see a Document uploaded successfully confirmation once complete.

5. Select the option that best describes your audience's existing knowledge:

  • Beginners — This is the first time they are learning about the topic

  • Intermediate — They know the basics of the subject

  • Advanced — They are already knowledgeable about the subject

6. Enter specific details about your audience to help adjust the language and tone of the content. The tool will suggest two audience options based on your document, or you can type your own. This step is optional.

7. The tool will detect the language of your document and ask whether you would like the course to match this language or use a different one.

If you choose to select a different language, you can use UK English.

8. Select the tone you would like your course to have:

  • Informal & Conversational — Casual and friendly

  • Academic & Research-Based — Formal and research-focused

  • Motivational & Persuasive — Inspiring and encouraging

9. Choose how many pages or screens you want your course to contain:

  • 4–6 screens

  • 5–10 screens

  • 10–15 screens

  • 15-20 screens

  • More than 20 screens

Note: For courses with more than 20 screens, you will be advised to break the content into smaller courses in line with best practice learning design

10. If your document contains images, you can choose to include them in your course. Select which images you would like to carry across.

This step will not appear if your document contains no images.

11. If your document does not contain any images, you will be directed to the final step, where you can select Generate course outline to complete the process.

12. The tool will automatically generate a course outline based on your document. You will see a list of screens representing the structure of your course, including a quiz screen at the end. Before generating the full course, you can refine the outline:

  • Add a screen — Select the + symbol at the bottom of the course outline

  • Remove a screen — Hover over the screen and select the delete (⊖) icon

  • Edit a screen title — Select the title text and type your new title

  • Rearrange screens — Select and drag a screen to a new position in the outline

13. Once you are satisfied with the outline, select Create course to begin generating the course.

14. The tool will generate your course one screen at a time, adding images where applicable.

Edit and Publish Your Course

15. Once generated, you can make final edits to the content, adjust the design, and fine-tune any elements. See Publishing and Managing Course Updates for more information on editing your course content.

16. When you are satisfied, select Save Course.

Note: Changes saved in the authoring tool are not visible to learners until the course is Published. See Publishing and Managing Course Updates for more information.

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