Skip to content
EasyUphillTRAININGCORPORATE DEVELOPMENT
HomeCoursesTrainersInsightsAboutContactBook a course+27 81 041 7673
Choose “Save as PDF” as the destination to email Email Management and Retention to a client.
EasyUphill
CORPORATE DEVELOPMENT
+27 81 041 7673
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
Document & Records Management

Email Management and Retention

Duration
2 Days
Delivery
In-house, public or online
From
R10,000 per delegate
Certificate
On completion
Course overview

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.

What you will be able to do
  • 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
Course outline
01
Why email is where the records problem actually sits
02
Deciding which messages are records
03
Capture: journaling, filing and getting records out of mailboxes
04
Applying retention at scale without manual filing
05
Departing staff, mailbox handover and orphaned accounts
06
Legal hold, preservation and discovery over email
07
Reducing volume and setting realistic staff expectations
Upcoming public sessions
DatesVenueDurationFee per delegate
27 to 28 Oct 2026Dubai2 DaysUS$1,100
17 to 18 Nov 2026Pretoria2 DaysR10,000
7 to 8 Dec 2026Durban2 DaysR10,000
11 to 12 Jan 2027Cape Town2 DaysR10,000
22 to 23 Feb 2027Johannesburg2 DaysR10,000
3 to 4 May 2027London2 DaysUS$1,100
5 to 6 Jul 2027Dubai2 DaysUS$1,100
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