Sana's Edit mode supports generating courses and cards from a file, for an easier and faster way to create engaging courses in Sana based on existing learning materials. Upload PDFs and SCORM files directly in the course editor, then generate, adjust, and iterate on content through a chat-based workflow.
You can also convert multiple files at once, read more here.
Instructions
Step 1: Upload file
In Edit mode in the course editor:
Click the + (plus) button in the left side of the chat-box.
Click Upload and:
drag and drop your PDF or
click Browse files to choose your file.
Share your instructions or select one of the 3 quick prompt actions.
Step 2: Insert into the course
Once the Edit mode generates cards, you can click on View to ensure the suggestions match your desired outcome. From there, you can add the cards to your course by clicking on Accept all, or discard them and continue prompting the Edit mode.
Additional resources (PDF, SCORM, Images) can be added at any time in order to support the course creation. Simply click on the + (plus) button in the chat modal.
Prompting the Edit mode
When generating from a file, you have the flexibility to configure your course to fit your desired output. You have three quick start action available to you; you can also ask anything to tailor the output to your needs. Learn more about the Edit mode use case and best practices here.
Create an outline: Turn the file into a course structure. Sana scans the content and suggests sections, lessons, and key topics so you get a ready‑to-edit outline.
Convert notes: Turn the file into ready-to-use learning content. Sana takes your notes or documents and converts them directly into course pages (e.g., cards, text, images) that you can refine and rearrange.
Build from learning outcomes: Start from what learners should be able to do. Sana's Edit mode extracts goals and key skills from the file and uses them to generate learning outcomes, then builds a course around those outcomes.
Ask anything: Share any instructions needed to create your course.
Additional info:
Images that are extracted in the generation can be moved and resized to your liking after inserting the cards into the editor.
The Edit mode extracts a title for each card based on headings in the PDF. The first card will always be a Title card with a generated title.
The Edit mode tries to read tables, but the output may vary depending on how the table in the original PDF is formatted.
If your PDF is too large to be processed, try splitting it into sections and uploading them separately.
Read more about Edit mode here.
Converting multiple files
You can also convert multiple files at once. The Edit mode will turn each of them into an editable, self-paced course, with an optional field for custom instructions. The conversion runs in the background, and the converted content will appear on the Create page once finished.
You can start the conversion process using either of these two methods:
Option 1: From the Content Manager
Navigate to Manage > Content.
Select Convert files from the Import drop-down menu.
Option 2: From the Sana Home Page
On the Sana Home page, click the Create new button.
Select the Convert files tile in the Get started area.
Final Steps
Once the Convert files box opens:
Upload the files you wish to convert.
Click the Convert files button.
You will automatically be taken to the Create page, where you can track the real-time progress of your conversion.