Document Management System (DMS) Training Course
This course equips you with skills to design and manage Document Management Systems (DMS) effectively. You will learn to create metadata-driven libraries, implement smart search features, and establish clear taxonomies for secure and accessible file management. Covering requirements analysis, configuration, access controls, workflows, retention policies, migration strategies, plus change management and training approaches to ensure compliance, adoption, and streamlined daily document processes. Perfect for administrators and managers seeking efficient, searchable document solutions for business operations.

from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
Gain expertise in building metadata-driven DMS libraries, advanced search capabilities, and structured taxonomies to ensure documents remain accurate, secure, and easily retrievable. Master key areas like gathering requirements, system configuration, access controls, workflow automation, retention scheduling, migration planning, alongside change management strategies and user training to boost adoption, maintain compliance, and optimise routine document management tasks.
Elevify advantages
Develop skills
- Design DMS architecture with metadata-driven libraries for quick setup.
- Set up metadata schemas, taxonomies, and document naming conventions.
- Manage workflows, document lifecycles, versions, approvals, and retention.
- Implement security controls, RBAC, audits, and data protection measures.
- Plan change management, user training, and adoption strategies for DMS.
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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