Feature

Document

PDF and Word Import

Effortlessly Import PDF and Word Documents into Editable Whale Cards

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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.

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

Video Screen Recorder

Easily record and embed video walkthroughs directly within your Whale cards to simplify process documentation and training.

Version History

Easily manage and compare different versions of your cards to ensure content stays up-to-date and accurate.

Advanced Permissions

Easily manage who can view, create, and edit content within your boards and libraries, ensuring sensitive information is only accessible to the right people.

Elevate your team with better process & SOP documentation

Whale is the #1 AI SOP platform for teams to document, share and manage their standard operating procedures.

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