Electronic Document Management Systems
An electronic document system succeeds or fails on how it is configured and adopted, not on the software chosen. This course covers structure, metadata, workflow and the migration and adoption work that makes a system usable.
Course outline
What this programme covers, module by module.
- 01What an electronic document system is meant to solve
- 02Requirements gathering and specification
- 03Information structure, taxonomy and metadata design
- 04Version control, check in and check out, and approval workflow
- 05Permissions, access control and audit trails
- 06Migration from shared drives and legacy repositories
- 07Adoption, training and measuring actual use
What you will gain
- Specify requirements for an electronic document system
- Design folder structures and metadata that people will use
- Configure version control, check out and approval workflow
- Plan and execute a migration from existing repositories
- Set permissions and access control appropriately
- Drive adoption and measure whether the system is being used
Who should attend
- Records and information managers
- IT staff implementing document systems
- Project managers on document system rollouts
- Departmental system administrators
Upcoming sessions
| Date | City | Duration | Fees | Book |
|---|---|---|---|---|
| 26 to 28 Oct 2026 | Dubai | 3 Days | US$1,500 | |
| 17 to 19 Nov 2026 | Pretoria | 3 Days | R13,000 | |
| 30 Nov to 2 Dec 2026 | Durban | 3 Days | R13,000 | |
| 11 to 13 Jan 2027 | Cape Town | 3 Days | R13,000 | |
| 22 to 24 Feb 2027 | Johannesburg | 3 Days | R13,000 | |
| 27 to 29 Apr 2027 | London | 3 Days | US$1,500 | |
| 28 to 30 Jun 2027 | Dubai | 3 Days | US$1,500 |
Fees are per delegate and exclude VAT. Public intakes are confirmed once minimum numbers are met. We also deliver this course on your own schedule, in-house or live online.
Enquire about this course
Register your team or ask for a tailored in-house quote. We reply within one working day.
WhatsApp usCourse brochure (PDF)- Fees from
- R13,000 per delegate
- Duration
- 3 Days
- Field
- Document & Records Management
- Formats
- In-house, public, online
More in Document & Records Management
Records Management Fundamentals
Records management determines whether an organisation can find what it needs, prove what it did and dispose of what it should not keep. This course covers the principles and practical systems that make that possible.
Archives and Long Term Preservation
Material of enduring value needs more than storage: it needs appraisal, description and active preservation. This course covers archival practice for both physical and digital holdings, including the formats and media that decay fastest.
Records Retention and Disposal Policy
Keeping everything is as risky as keeping nothing. This course shows participants how to build a retention schedule grounded in legal requirement and business need, and how to dispose of records defensibly.