Create Work Instructions from a Document

Use this method when you have an existing procedure document. AI converts it into structured, step-by-step instructions for you to review.

Before you upload, confirm:

  • Format: The source document is PDF, .doc, or .docx.
  • Clear structure: Documents with numbered steps, bullet points, or clear headings are easier for the AI to process accurately.
  • The document is current and approved, with superseded revision pages removed.

To create Work Instructions from a document:

  1. Navigate to the Work Instructions module and click Create in the top right corner.
  2. Click Create From Document from the dropdown.
    Figure 1. Create from Document


  3. Click Upload and select your document.
    Figure 2. Upload Document


  4. Click Proceed.
    AI analyzes the document and generates a draft. Processing time depends on the document's size.
  5. Complete the Overview, Prerequisites, and Additional Details fields.
    See Define Instruction Details.

  6. Click Proceed to generate step-by-step instructions from the document.
  7. Click a generated step to edit its Instructions text.
    Verify no steps, warnings, tables, or units were omitted. Remove any headers, footers, legal text, or revision tables that were incorrectly generated as steps. If a step contains multiple actions, click Add Step to split it.
  8. Add hints, warnings, or custom sections, and add or edit media, as needed.
    See Add Sections and Media.
  9. Preview and publish the instruction.
    See Preview and Publish.

An AI-generated draft is created from the document and is ready for comparison with the approved source.

Next: verify and complete the shared instruction details.