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EasyUphill
CORPORATE DEVELOPMENT
+27 81 041 7673
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
Document & Records Management
Electronic Document Management Systems
Duration
3 Days
Delivery
In-house, public or online
From
R13,000 per delegate
Certificate
On completion
Course overview
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.
What you will be able to do
- 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
Course outline
01
What an electronic document system is meant to solve
02
Requirements gathering and specification
03
Information structure, taxonomy and metadata design
04
Version control, check in and check out, and approval workflow
05
Permissions, access control and audit trails
06
Migration from shared drives and legacy repositories
07
Adoption, training and measuring actual use
Upcoming public sessions
| Dates | Venue | Duration | Fee per delegate |
|---|---|---|---|
| 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 exclude VAT. This course can also be delivered in-house at your premises on dates that suit your team, or live online.
To book or ask for an in-house quote
Reply to the email this brochure came with, call +27 81 041 7673, or visit eubiz.co.za and open this course.
EasyUphill Training & ConsultingTailored training that moves teams forward.
+27 81 041 7673 · training@eubiz.co.za
68 Sunstone Street, Germiston, 1401 · eubiz.co.za
68 Sunstone Street, Germiston, 1401 · eubiz.co.za