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Content365 Authoring: create a course from a document

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Introduction

Catalog admins can convert structured documents into a course. The content from documents is transformed into digestible course content, and not copied word for word. If the documents contain images, you can include them in the new course, you can define the intended audience, optionally add language preferences, select the tone and ideal course length, review the generated outline, and then create and finalize the course.

You might choose this method if you are new to course creation.

 

Create a course from a document

Required role: catalog admin. Course admin can edit and manage the course after it's created.

 

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Catalog admins don't have to create an entire Content365 Authoring course in one sitting. They can start to prepare a course and return to it another time to make more changes. To do this, catalog admins select Create at the bottom of the panel to create the course in the current catalog in Learn365. Admins can return later to edit the course via the Learn365 Admin Center > Training Management > select the relevant course > Edit with Content365 Authoring.

 

1. Go to the Learn365 Admin Center > Training Management. The Training Management page opens.

2. Select Content365 Authoring > Transform a document. The Create Course panel opens.

3. Under Transform a document, select the documents.

You can select any of the following file types:

  • PDF
  • Word (.doc, .docx)
  • PowerPoint (.ppt, .pptx)
  • Text (.txt)
  • Rich Text Format (.rtf)

To select the relevant documents, you can:

  • Drag and drop your document into the upload area, or select Add file to browse to and select your file.
  • Select a document from Google Drive or OneDrive.

You can choose more than one document. Each document you upload can be up to 2.5 GB in size.

 

Image that shows the option to add a document on the Create Course panel, which will be used to create a Content365 Authoring course

 

4. Add a description of how you want AI to use the documents to create the course. For more information about how to write effective prompts for generative AI, see this article.

 

Image that shows an uploaded document on the Create Course panel and the user is invited to enter a prompt to provide context around how Content365 should use the document to create a course

 

5. When you’re ready, select Submit.

 

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As you progress through the course generation process, you'll see confirmation of your actions. You can go back to the previous screen and change your answer by selecting Go back a step.

 

6. Select the intended audience for the course. The option you choose determines the complexity of the course content.

  • Beginners. This is the first time they are learning about the subject.
  • Intermediate. They know the basics about the subject.
  • Advanced. They are already knowledgeable about the subject.​

7. Optionally, you can provide additional context about the intended audience. The option you choose helps to set the tone of the course and the examples presented to learners. Select the relevant option.

Alternatively, select No thanks, I'm ready to move to the next step to continue without providing any more information.

 

Image that shows how the catalog admin can choose to give additional context about the intended audience of the new Content365 Authoring course

 

8. Select the output language of your course. The AI assistant detects the language you used in your document and asks if you want your course be in that language or a different one. If you want to use a different language for the course, select No, I'd like to use a different language then select the language from the drop-down list.

9. Choose the tone for the course.

  • Informal & Conversational. This uses a casual and friendly tone.
  • Academic & Research-Based. This uses a formal tone, focused on research.
  • Motivational & Persuasive. This uses an inspiring and encouraging tone.

For help with choosing a tone, select What tone should I choose?

 

Image that shows the catalog admin choosing the tone of the case, on the Create Course panel when creating a course with a prompt

 

10. Choose the intended length of the course, in terms of the number of screens.

  • 4–6 screens
  • 5–10 screens
  • 10–15 screens
  • More than 20 screens.

For courses with more than 20 screens, we advise you break the content down into smaller, more manageable courses.

11. If your document contains images, you'll be asked if you want to incorporate them into your course. If your document doesn't contain images, go to step 13.

  • Select Yes, incorporate images into my course then choose the images you want to add or choose Select all. Select Import images.
  • Select No thanks, take me to the next step to disregard the images.

You're now ready to generate and review the course outline.

12. If you want to return to a previous step in this process, select Go back a step and make your changes.

 

Image that shows the catalog admin choosing whether to include images from the document in the new course, on the Create Course panel when creating a course with a document

 

13. When you're ready, select Generate course outline.

 

Image that shows the catalog admin ready to generate an outline of a Content365 Authoring course that's being created from a prompt

 

The AI assistant generates a course outline based on the information you provided. The course content itself is generated when you choose to create the course.

Here, you can:

  • Change the default course title.
  • Change the default screen titles.
  • Add more screens by selecting + at the bottom of the course outline and entering a screen title.
  • Remove unwanted screens by hovering over a screen and selecting -.
  • Change the display order of the screens by dragging the vertical ellipsis icon of the required screen to a new position. The generated quiz is added as the last content screen of your course and can't be moved.

14. If you aren't happy with the course outline and want the AI assistant to try again, select Regenerate. Repeat this until you're happy with the general course outline.

 

Image that shows the outline of a Content365 Authoring course, that the catalog admin can check and make changes before creating the course

 

15. If you're happy with the course outline, select Create course.

The course builds on the Create Course panel.

When the course is built, the "Generation complete!" message is displayed near the top of the Create Course panel.

 

Image that shows a newly create Content365 Authoring course on the Create Course panel

 

16. When the course is built, you can set the Preview toggle to On, so you can navigate through the screens to see what your new course would look like to your learners. We advise you to look around the course, check the course content and quiz questions, think about whether the content matches the intended audience, and so on.

17. Choose what you want to do next:

  • If you're happy with the general course structure, content, and layout, and want to proceed to the editing stage of your course, select Edit course near the top right-hand corner of the page. For information about how to edit a course, see this article.
  • If you aren't happy with the course, you can ask the AI assistant to generate it again by selecting Retry near the top right-hand corner of the page. Repeat this until you're happy with the general course structure, content, and layout, or cancel and try again with a different document.

18. Now that you've created the structure of the course, select Create at the bottom of the panel to save the course in the current catalog. By default, newly created courses are unpublished. The Create Course panel closes and you return to the Training Management page, where your new course is displayed.

Alternatively, select Discard to cancel course creation without saving then confirm this action.

If you select the X icon at the top of the Create Course panel, you're warned that all unsaved changes will be lost. Here, you can choose to Create or Discard your course before closing the panel.

For more information about what happens when you select Create, see this article.

 

Next steps

Once you've created a course, you can return to it and further edit the content, configure course settings, and publish the course.

 

Edit Content365 Authoring courses

Required role: catalog admin or course admin.

After you create a course, you can edit your course and the Content365 Authoring course settings. For more information, see this article.

 

Add screens to your course

Required role: catalog admin. Course admin can add screens to the course after it's created.

After you create a course, you can continue to add and edit screens. For more information, see this article.

 

Configure courses in Learn365

Required role: catalog admin or course admin.

Once the Content365 Authoring course is created in Learn365, you can configure your new e-learning course in the usual way. For more information, see this article.

 

Publish your courses in Learn365

Required role: catalog admin. Course admin can manage the publishing status and dates of the course after the course is created.

Once you've configured your course in Learn365, you can publish it in the usual way. For more information, see the Publish the course section of this article.

 

Content365 Authoring data handling, AI usage, and compliance

For information about data storage, subcontractors, data flows, and AI usage in Content365 Authoring, see this article on the Trust Center.

 

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