What is the best way to store and manage the documents and records in your firm? Does your
approach meet compliance requirements, regulations and standards? What is the best way to manage
electronic documents and records? How do you find the right documents and records when you need
them? How does workflow and business process management work with documents and records
management to help increase efficiency within your firm?

By the end of this course delegates will be able to:
• Manage and control documents, including folders and forms reduce document distribution
costs –no more paper
• Distribute and view documents costs –no more paper
• Scan, OC, index and archive paper documents
• Automate other office functions that involve work flows and electronic mail
• Address requirements of ISO 9000 and other regulatory agencies
• Understand different technologies involved in EDMS
• Manage EDMS projects and justify ROI
• Get hands-on training on some EDMS products
• Evaluate merging standards

Administrative personnel, Supervisors, Administration Officers, Secretaries, Administrative
Personnel, Clerks, Document Controllers, Executive Secretaries, Administrative Assistants,
Assistant Controllers, Data Loaders, Camp Admins, Projects Administrators, Technical
Assistants, Office Administrators & Managers, HR Officers, PA’s & Secretaries, Records
Officers, Events Planners & Designers, Event Managers, Project Coordinators, Customer
Service Personnel, Procurement Officers, Support Staff, anyone involved in office
management and administration skills and practices, Office Administrators, Office
Professionals, Supervisors of clerical and administrative staff, Executive Secretaries, Personal
Assistants, Admin Staffs, Document Controllers

This interactive Training will be highly interactive, with opportunities to advance your opinions and ideas and will include:
• Lectures
• Workshop & Work Presentation
• Case Studies and Exercise
• Videos and General Discussions

Introduction: Course Objectives & Outline
• EDMS –what is it and benefits
• The paper flood
• The paperless office
EDMS Components & Document Capture, Distribution & Browsing
• Document capture
• Scanning of documents
• OCR and image processing
• Indexing, archiving and retrieval
• Demonstration
Other Sources of Documents
• Word processors/spreadsheets
• Forms
Document Management
• Document control
• Revisions/versions/histories
• Audit trails
• Reports
• Demonstration
Forms Management
• Creating forms
• Filling and saving forms/data
Document Distribution: Work Flow Management
• Applications
• Creations
• Tracking/closure
• Demonstration
Document Distribution: Electronic Mail
• Concepts
• Demonstration

Document Browsing
• Navigation
• Application/independent viewers
• Annotation/sticky/notes/red/lining
• Demonstration
• ISO 9000 & others regulatory requirements
System Architectures & Platforms
• LAN`s & WANs
• Client server architectures
Technology Options
• Authoring Systems
• Card/folio based systems
Emerging Standards in EDMS
• Types of documentation systems
• On-line help system
• On –line coaches and tutorials
• On –line documentation
• Glossaries
Some Representative EDMS Products
• Implementing EDMS
• Off – the-shelf vs. customs systems
• Allocating resources
• EDMS management
• Updating system
• Future topics
• Documents on demand
• Multimedia documents

A RECTUS attendance certificate will be awarded to all participants who complete at least 80% of the total course duration.