Record and Document Management Training

Some people waste as much as 25% of their day searching for information, both on paper and digitally. Currently, document growth is expected to grow by 200% annually and an average of $250 in labor costs is spent recreating lost documents. It is vital that employees understand how to appropriately manage, organize and store company records and information. This is not only essential to a company’s business operations, but key to improving efficiency and productivity.

In this training, participants will learn how to manage records and documents more effectively. Participants will understand the fundamentals of organizing and concepts to apply to good records management. They will learn how to create an effective and intuitive filing system to manage paper, email and digital records. They will also learn how to process incoming information and how to keep data in a digital format to improve efficiency and decrease paper handling.

Understand fundamentals of organizing theory
Learn to build an effective hierarchical filing system for all document management systems
Clarify the definition of a record and record formats
Understand records retention requirements, regulations and guidelines
Learn best practices for managing, organizing and accessing information
Gain strategies on how to purge and reduce paper and become more paperless
Learn how to organize electronic documents on local drives and cloud-based systems
Understand the various record management locations and how best to utilize them
Learn how to effectively name documents for versioning, easy retrieval and access
Gain searching strategies to find information quickly with digital tips and tricks
Learn functionality of document management systems (e.g. SharePoint, Google Drive, Box, Dropbox) to improve records management

Seminar Length: 2 hours
Class Size: 25 participants
Materials: Handout provided
Seminar Location: Conducted remotely

Please contact us for more information on our Training Services