Email Management and Retention
Email holds a large share of an organisation's decisions and almost none of its records discipline. This course covers deciding which messages are records, capturing them properly and applying retention without asking staff to file everything.
Course outline
What this programme covers, module by module.
- 01Why email is where the records problem actually sits
- 02Deciding which messages are records
- 03Capture: journaling, filing and getting records out of mailboxes
- 04Applying retention at scale without manual filing
- 05Departing staff, mailbox handover and orphaned accounts
- 06Legal hold, preservation and discovery over email
- 07Reducing volume and setting realistic staff expectations
What you will gain
- Decide which email constitutes a record
- Capture record email out of personal mailboxes
- Apply retention rules to email at scale
- Handle mailboxes when staff leave
- Support legal hold and discovery over email
- Reduce the volume staff are expected to manage
Who should attend
- Records and information managers
- IT staff administering mail systems
- Compliance and legal professionals
- Administrators managing shared mailboxes
Upcoming sessions
| Date | City | Duration | Fees | Book |
|---|---|---|---|---|
| 27 to 28 Oct 2026 | Dubai | 2 Days | US$1,100 | |
| 17 to 18 Nov 2026 | Pretoria | 2 Days | R10,000 | |
| 7 to 8 Dec 2026 | Durban | 2 Days | R10,000 | |
| 11 to 12 Jan 2027 | Cape Town | 2 Days | R10,000 | |
| 22 to 23 Feb 2027 | Johannesburg | 2 Days | R10,000 | |
| 3 to 4 May 2027 | London | 2 Days | US$1,100 | |
| 5 to 6 Jul 2027 | Dubai | 2 Days | US$1,100 |
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
- R10,000 per delegate
- Duration
- 2 Days
- Field
- Document & Records Management
- Formats
- In-house, public, online
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