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Document Management System (DMS) Training Course

Document Management System (DMS) Training Course
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

This course covers the full scope of Document Management System operations, starting with core DMS concepts and platform types and moving through metadata design, version control, access security, and workflow automation. You will learn how to capture and classify documents accurately, configure role-based permissions, and build approval workflows that reduce manual handoffs. The course also addresses compliance frameworks, retention scheduling, digital signatures, and integration with ERP and CRM systems. By the end, you will have the knowledge to manage a DMS strategically and align it with your organisation's regulatory and operational requirements.

Elevify advantages

Develop skills

  • Document Capture and Metadata Tagging: Configure ingestion workflows and apply accurate metadata schemas for reliable retrieval.
  • Access Control Configuration: Set up role-based permissions and audit trails to protect sensitive organisational documents.
  • Workflow Automation Design: Build multi-step approval and notification workflows that eliminate manual document routing.
  • Compliance and Retention Management: Apply retention schedules and governance frameworks to meet regulatory audit requirements.

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
Workload: between 4 and 360 hours

What our students say

Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos really help with learning.
André Felipe
André FelipePrompt Engineering Student

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