Policy-to-Lesson – SoSafe Support

Company policies are crucial documents for every organization. However, they are also typically long, complicated, and difficult for employees to engage with, even with traditional compliance training. Low engagement leads to low retention and thus compliance and security risks.

With Policy-to-Lesson, you can now turn multi-page PDFs into bite-sized, engaging e-learning lessons - with no manual effort. This is achieved by combining the power of AI with SoSafe’s educational concept, lesson structure and curated asset library.

As of August 6, 2026, any progress you make on editing and reviewing lessons is automatically saved. This allows you to collaborate with other team members to improve your lessons and/or get aproval.

Interactive demo

Feel free to try out this interactive demo or proceed directly to the step-by-step instructions.

Overview page

While working with Policy-to-Lesson, your work gets saved continually. If you return to the overview or close your browser window, any progress made will be saved. This also allows you to collaborate with other team members.

When navigating to E-Learning / Policy-to-Lesson, you will find an overview of all lessons created with this feature. You can edit all lessons that have not been published yet by clicking the pen icon in the corresponding row. Selecting the eye icon will take you to a preview of the lesson and selecting the trash can icon will delete the lesson. Deleted lessons cannot be recovered. This action is permanent and cannot be undone. You can of course upload your policy file again and create a new lesson.

Policy-to-Lesson overview page in the SoSafe Manager, listing created lessons with Subject, Last edit, and Status columns, plus pencil edit, eye preview, and trash can delete icons for each row. A Create new lesson button sits in the top right.

Step-by-step instructions

1. Uploading your policy

In the Manager, navigate to E-Learning / Policy-to-Lesson. On this page, select Create new lesson.

Policy-to-Lesson landing page in the SoSafe Manager, showing the Create new lesson button below the prompt to upload a PDF and turn it into e-learning content.

Simply drag and drop the policy PDF file you want to turn into a lesson onto the page or click to open the file picker.

Policy-to-Lesson wizard on step 1, Add your policy, with a drag-and-drop area to upload a PDF up to 5MB. The left panel lists all six steps: policy upload, content review, quiz, summary, translations, and adding to a course.

The file will now be processed. This will likely take a few minutes.

Policy-to-Lesson processing screen with a loading illustration and the message We are processing your policy, noting it can take up to five minutes and not to close the window.

2. Content review & editing

Once the process is finished, you will be shown a preview of the generated lesson. You can use the arrows at the bottom to navigate between the pages or start reviewing and editing immediately by selecting Start review.

Policy-to-Lesson lesson preview after processing, marked Generated by AI, showing the first slide with its title, description, and three summary cards, plus navigation arrows and a Start review button to begin editing.

You can select the individual content boxes in the menu on the left to open the content editing text fields. In addition to changing text, you can format most fields by making text bold, italic, underlined or ~~strikethrough~~ using the corresponding buttons.
Move between the pages using the Next page and Back buttons. Once you’re on the last page, you can select Finish to return to the process overview. There, select Confirm to proceed with the next step.

The same lesson preview after selecting Start review, now with the Title and description panel expanded on the left showing editable Slide title and Slide description fields, collapsed Card 1 to 3 sections below, and a Next page button.

3. Quiz and acknowledgment

At the end of the generated lesson, your users will be asked to acknowledge that they have read and understood the policy. If you wish, you can add an automatically generated quiz before the acknowledgment. Toggle the corresponding switch and then select Start review to review and edit the quiz answers. This will work just like editing the content earlier. The correct answer to the quiz questions will be highlighted.

If you do not wish to add a quiz, simply select Confirm to proceed.

Policy-to-Lesson quiz and acknowledgement step, with the Include quiz toggle switched off and a Confirm button below to skip adding a quiz.

Policy-to-Lesson quiz review for slide 2 of 4, editing the question What behaviour does the policy prohibit. The left panel marks Option 2 as Correct, while the main panel lists all four answer choices beside a clipboard and shield illustration.

4. Lesson summary review

In this brief step, you can edit the lesson summary. Make any desired changes and select Confirm to proceed.

Policy-to-Lesson review lesson summary step, with editable Name and Description fields prefilled from the policy content, a cover image thumbnail, and a Confirm button to proceed to translations.

5. Translations

If you do not wish to add any translations, simply select Continue without translations. If you do wish to add them, select Add translations. A new dialog window will open and show a list of languages. Make your selection and click Apply. The translation process will start. This can take a moment, depending on the amount of text and languages. Once the translations are ready, you can preview them by selecting the corresponding tab at the top of the lesson preview. If you’re happy with your translations, select Confirm to proceed.

Select languages dialog for Policy-to-Lesson translations, with English checked as Default and German unchecked, plus a note that more languages can be added under Settings then General.

Policy-to-Lesson translate to other languages step showing the language selector and action button both in a loading state while translations are being generated.

6. Adding lesson to campaigns

Here you can add your lesson to any existing campaigns. It will be added as an optional lesson for your learners to complete. Select Add lesson to campaign and a new dialog window will open. Make your selection and click Save, followed by Confirm. Alternatively, you can select Skip for now. This will not add it to any campaigns now. You can add it to a course at any time using the E-Learning / Course Management page. Learn more here: E-Learning course management.

Policy-to-Lesson wizard on the final step, Add lesson to course, with completed checkmarks for all previous steps and Skip for now and Add lesson to campaign buttons.

Add lesson to a campaign dialog listing available campaigns as checkboxes, with Example Campaign selected and 51293_PLtraining unselected, plus Cancel and Save buttons.

7. Publish

Once all steps are completed, select Publish lesson!

Caution: Currently, published lessons cannot be edited or deleted.

Policy-to-Lesson published confirmation screen with a rocket illustration and the message that the policy is available as a lesson and as a SCORM file, showing the finished lesson card and a Create new lesson button.