Feature

PDF and Word Import

Effortlessly Import PDF and Word Documents into Editable Whale Cards

Fast and Simple Import

One-Click Import

Use the “Import Document” option from the playbook’s menu to easily import your PDF or Word document into a Whale card.

Automatic Conversion

Your document is automatically converted into an editable Whale card, preserving the structure and layout of the original file.

Illustration of a digital document interface showing an "Employee Handbook" with an arrow pointing to a file selection featuring DOC and PDF formats labeled "Employee Handbook," "First Week Onboarding," and "Meet the Team." This setup aids in employee training and streamlines process documentation.
Screenshot of a software interface displaying a document editor with text, multimedia embedding options, and file upload features from Google Drive, OneDrive, and direct file upload—ideal for process documentation & training for real estate professionals.

Edit and Refine Your Imported Content

Fully Editable Cards

Once imported, your document is fully editable, allowing you to customize the content directly in Whale.

Split Large Documents

Break down larger PDFs or Word files into multiple Whale cards, keeping your information organized and accessible.

Quick Guide: Using Whale’s Document Import

Learn how to effortlessly import your existing PDF and Word documents into Whale to enhance your training materials. Watch this short video to see how easy it is to transform and organize your content seamlessly.

Other features

Tag Management

Efficiently manage and categorize your playbooks and cards by adding tags, making content easy to find and filter.

AI Insights

Leverage AI to gain instant insights on team performance, helping you monitor assignments and track progress effortlessly.

Analytics & Reporting

Track Engagement and Progress Effortlessly with Whale’s Analytics

Onboard, train and elevate your team
with Whale

Whale is AI-powered software for documenting processes and training.