Digital Document and Records Management

Course Overview

Organizations generate large volumes of documents and records through daily administrative, financial, operational, and legal activities. Without structured management, information can become difficult to locate, duplicate, insecure, outdated, or unavailable when required for operational or compliance purposes.

This practical program equips participants with the skills required to organize, control, protect, retrieve, retain, and dispose of digital documents and records throughout their lifecycle. Participants will learn how to develop classification systems, metadata standards, access controls, retention schedules, digital workflows, and governance procedures that support efficiency, accountability, and regulatory compliance.

What You Will Learn

By the end of the program, participants will be able to:

Distinguish between documents, records, data, and archives.
Understand the complete document and records lifecycle.
Develop effective classification and filing structures.
Apply naming, metadata, indexing, and version-control standards.
Organize document creation, review, approval, and distribution workflows.
Establish access permissions and information security controls.
Develop retention schedules and controlled disposal procedures.
Support document digitization and migration projects.
Evaluate electronic document and records management systems.
Develop an implementation plan for improving organizational information management.

Who Should Attend

This program is designed for:

Document controllers and records management professionals.
Administrative managers and office management teams.
Archivists, librarians, and information management specialists.
Legal, compliance, and governance professionals.
Quality management and internal audit teams.
Human resources, finance, and procurement personnel.
IT teams and digital transformation professionals.
Employees responsible for organizational documents or records.

Course Curriculum

Module 1: Document and Records Management Fundamentals

Distinguishing documents, official records, working files, data, and archives.
Understanding creation, use, maintenance, retention, and disposal lifecycle stages.
Exploring operational, legal, regulatory, and historical recordkeeping requirements.
Defining governance roles, responsibilities, ownership, and organizational policies.

Module 2: Classification, Metadata, and Document Control

Developing functional classification schemes, file plans, and folder structures.
Establishing naming conventions, numbering systems, indexing, and metadata standards.
Managing document versions, revisions, status, ownership, and approval history.
Improving search, retrieval, traceability, and prevention of duplicate records.

Module 3: Digital Workflows and Information Systems

Designing document creation, review, approval, publication, and distribution workflows.
Capturing paper and electronic records through scanning and digital conversion.
Evaluating document management, records management, and cloud storage platforms.
Integrating document workflows with email, ERP, CRM, and other business systems.

Module 4: Security, Retention, and Compliance

Classifying information according to confidentiality, sensitivity, and business value.
Applying access permissions, audit trails, encryption, and secure sharing controls.
Developing retention schedules based on operational and applicable regulatory requirements.
Managing legal holds, archival transfer, and secure document disposal procedures.

Module 5: Implementation, Audit, and Continuous Improvement

Assessing current practices, risks, information gaps, and organizational requirements.
Planning data cleanup, document migration, validation, and system implementation.
Monitoring compliance through audits, performance indicators, and quality reviews.
Developing a digital document and records management improvement roadmap.

Ready to Take the Next Step?

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Course Details

Course Fee

upon Request

Course Duration

5 Training Days – 25 Training Hours

Delivery Method

Live Online Training, In-Person Training

Training Language

English and Arabic are Available

Course Level

All Levels