Document Management Course
This Document Management Course teaches you how to set up a straightforward storage system, come up with reliable naming practices, and create efficient folder arrangements for quick access. You will learn to sort document categories, handle sensitivity levels, specify metadata and search processes, and establish rules for access, keeping records, and following regulations. Additionally, you receive hands-on advice on implementing the system, educating staff, transferring files, overseeing operations, and making ongoing enhancements.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Document Management Course teaches you how to set up a straightforward storage system, come up with reliable naming practices, and create efficient folder arrangements for quick access. You will learn to sort document categories, handle sensitivity levels, specify metadata and search processes, and establish rules for access, keeping records, and following regulations. Additionally, you receive hands-on advice on implementing the system, educating staff, transferring files, overseeing operations, and making ongoing enhancements.
Elevify advantages
Develop skills
- Design smart folder trees: build clear client–project structures fast.
- Apply pro file naming rules: dates, codes, versions for instant clarity.
- Configure metadata and search: tag, filter, and retrieve key files in seconds.
- Set access, retention, and legal controls: protect data and meet audits.
- Plan and lead a quick DMS rollout: assess, migrate, train, and sustain.
Suggested summary
Before starting, you can change the chapters and workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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