Records and Document Management Training

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Training Overview

Application Focus

Did you know that office workers can spend up to 25% of their day searching for documents, data, or records? Effective record and document management is essential for reducing wasted time, improving productivity, and ensuring compliance with retention requirements. 

Our Record and Document Management Training gives you the tools to organize, manage, and retrieve electronic and paper records efficiently and use SharePoint, OneDrive and Teams for successful management.

For those looking for training on OneNote or SharePoint, our Record and Document Management Training gives you the tools to organize, manage, and retrieve electronic and paper records efficiently.

If  you struggle with managing a growing list of tasks, action items, and projects, our Task and Project Management training is designed to help you organize, prioritize, and track your work efficiently using proven strategies. 

Record Management Training - Basic

This records management training provides participants with the knowledge and tools to organize, manage, and retrieve electronic and paper records efficiently. From understanding the fundamentals of records management to building intuitive filing systems, participants will gain practical strategies to create a streamlined and accessible information environment. 

This session also focuses on leveraging Microsoft 365 applications, OneDrive, SharePoint and Teams, to support document management. This training can be customized to support most document management applications including Google Drive, Dropbox, Box.

  • Understand Records Management Basics
  • Learn the core principles, importance, and benefits of effective records management.
  • Develop Intuitive Filing Systems
  • Build hierarchical and logical filing structures for electronic and paper records to enhance organization and access.
  • Learn Basic Records Retention Requirements
  • Understand the basic regulations, guidelines, and best practices for records retention and compliance.
  • Organize and Access Information
  • Discover best practices for managing, sorting, and locating information efficiently in various systems.
  • Purge and Transition to Paperless
  • Gain strategies to declutter, reduce paper files, and transition to a more paperless workflow.
  • Organize Electronic Documents
  • Learn how to store, organize, and maintain electronic files in all document locations.
  • Utilize Record Locations Effectively
  • Understand different document management options, including OneDrive, SharePoint and Teams, and their best uses.
  • Document Naming for Improved Access
  • Develop naming conventions for documents to improve version control, accessibility, and searchability
  • Learn functionality of Document Management Systems
  • Learn functionality of document management systems (e.g. SharePoint, Google Drive, Box, Dropbox) to improve records management.

SharePoint Document Management Training

In this SharePoint Document Management and Organization training, we begin by exploring the fundamentals of document libraries and how to structure SharePoint for success.  Participants will gain hands-on experience in creating folders and understanding the principles behind effective document naming. We’ll also delve into version control, search functionalities, and custom views, so attendees can quickly locate and manage files. Throughout the training, we emphasize best practices and real-world scenarios, equipping participants with the skills to not only maintain a well-organized SharePoint library but also support seamless collaboration across teams.

  • Understand the fundamentals of SharePoint document libraries and how they support document organization
  • Learn best practices for organizing, categorizing, and managing documents in SharePoint.
  • Explore features to enhance document searchability, version control, and collaboration.
  • Create and apply custom metadata tags to improve document searchability and organization.
  • Set up notifications for document updates and maintain document accuracy.
  • Utilize SharePoint’s search and filter tools to locate documents quickly.
  • Manage sharing settings and permissions to ensure secure document access.
  • Maintain an organized library by regularly reviewing, archiving, and updating documents.
  • Apply strategies to avoid common document management pitfalls, ensuring long-term efficiency.

Training Details

  • Training Duration: 4 hours total with each module conducted in 2 hour sessions
  • Class Size: up to 30 participants
  • Materials: Handout and training recording provided
  • Location: Conducted virtually

Looking for Microsoft Office Training?

We offer Microsoft Outlook, OneNote and Teams trainings.

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