Document Management Course
This Document Management Course teaches you how to set up a straightforward storage system, establish reliable naming practices, and create efficient folder arrangements for quick access. You will learn to categorise document types, assess sensitivity levels, specify metadata and search processes, and establish rules for access, retention, and compliance. Additionally, you receive hands-on advice on implementation, staff training, data transfer, oversight, and ongoing enhancements.

from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
This Document Management Course teaches you how to set up a straightforward storage system, establish reliable naming practices, and create efficient folder arrangements for quick access. You will learn to categorise document types, assess sensitivity levels, specify metadata and search processes, and establish rules for access, retention, and compliance. Additionally, you receive hands-on advice on implementation, staff training, data transfer, oversight, and ongoing enhancements.
Elevify advantages
Develop skills
- Design effective folder structures: create clear client-project setups quickly.
- Implement professional file naming conventions: use dates, codes, and versions for immediate understanding.
- Set up metadata and search features: label, sort, and find important files in moments.
- Establish access, retention, and regulatory measures: safeguard information and comply with inspections.
- Organise and manage a swift DMS implementation: evaluate, transfer, educate, and maintain.
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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Course in PDF