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course | Electronic Document Management System (EDMS)

Join our Electronic Document Management System (EDMS) course in UAE. Gain practical electronic document system edms skills with expert guidance, real cases,

ADOM-1779 | Electronic Document Management System (EDMS)

Course Sector : Administration and Office Efficiency

Duration
Date from
Date to Course Venue Course fees Book a course
5 Days14/09/202618/09/2026Amsterdam$4,950 Book now
5 Days21/12/202625/12/2026Dubai$4,250 Book now
5 Days15/03/202719/03/2027Abu Dhabi$4,250 Book now
5 Days28/06/202702/07/2027Dubai$4,250 Book now
5 Days23/08/202727/08/2027Abu Dhabi$4,250 Book now

Course Introduction

Electronic Document and Records Management (EDRM) is a structured approach to creating, organizing, storing, securing, retrieving, and disposing of digital documents and records throughout their lifecycle. As organizations continue to embrace digital transformation, effective records management has become essential for improving operational efficiency, ensuring regulatory compliance, protecting sensitive information, and supporting informed decision-making.

 

This program provides participants with the knowledge and practical skills required to implement and manage an Electronic Document and Records Management system based on internationally recognized standards and best practices. Participants will explore document lifecycle management, classification systems, metadata, security, compliance requirements, records retention, digital preservation, and governance while gaining practical techniques for implementing EDRM solutions within their organizations.

 

This course is designed to be interactive and participatory, and includes various learning tools to enable the participants to function effectively and efficiently. The course will use sessions, exercises, and case applications, and presentation about proven-by-practice methods, new insights and ideas about emotional intelligence and its effects in a corporate world.


Course objective

•    Explain the principles, concepts, and business value of Electronic Document and Records Management.
•    Apply internationally recognized standards and best practices for managing electronic documents and records.
•    Design effective document classification structures, metadata
•    frameworks, and retention schedules.
•    Implement security, access control, compliance, and governance measures to protect organizational records.
•    Evaluate, implement, and continuously improve Electronic Document and Records Management systems to support business objectives.
 


Course audience

  • IT Professionals & System Administrators
  • Records & Document Management Specialists
  • Compliance Officers & Legal Teams
  • Business Executives & Decision Makers
  • Project Managers & Process Analysts
  • Enterprise IT Consultants
  • Administrative Staff & End-Users

Course Outline | DAY 1

Foundations of Electronic Document and Records Management

 

  • Introduction to EDRM concepts and terminology
  • Differences between documents, records, and information assets
  • The document and records lifecycle
  • Business benefits and organizational value of EDRM
  • International standards and regulatory frameworks
  • Roles, responsibilities, and governance in records management
  • Common challenges in digital records management

Course Outline | DAY 2

Market Analysis s Supplier Qualification

 

  • Document Organization, Classification, and Metadata
  • Document capture and digitization techniques
  • File plans and records classification systems
  • Metadata standards and indexing methods
  • Naming conventions and document version control
  • Search, retrieval, and information accessibility
  • Taxonomy and information architecture
  • Managing electronic correspondence and business documents

Course Outline | DAY 3

Records Retention, Compliance, and Security

 

  • Records retention schedules and disposition planning
  • Legal, regulatory, and compliance requirements
  • Privacy, confidentiality, and data protection principles
  • Access control and user permissions
  • Information security and cybersecurity considerations
  • Audit trails and records accountability
  • Risk management for electronic records

Course Outline | DAY 4

Implementing Electronic Document and Records Management Systems

 

  • Components and architecture of EDRM systems
  • Selecting and evaluating EDRM solutions
  • Workflow automation and document approval processes
  • Integration with enterprise business applications
  • Migration of legacy documents and records
  • Change management and user adoption strategies
  • Best practices for system implementation

Course Outline | DAY 5

Digital Preservation, Governance, and Continuous Improvement

 

  • Digital preservation strategies and long-term accessibility
  • Backup, disaster recovery, and business continuity planning
  • Monitoring EDRM performance and key performance indicators
  • Records governance policies and continuous compliance
  • Emerging technologies in document and records management
  • Developing an organizational EDRM implementation roadmap
  • Practical case studies, lessons learned, and action planning
Course Certificates
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BOOST’s Professional Attendance Certificate “BPAC”

BPAC is always given to the delegates after completing the training course,and depends on their attendance of the program at a rate of no less than 80%,besides their active participation and engagement during the program sessions.

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An EDMS is software that helps organizations store, organize, manage, track, secure, and retrieve electronic documents throughout their lifecycle
Common EDMS solutions include:Microsoft SharePointDocuWareM-FilesOpenTextLaserfiche
Google Drive is primarily cloud storage and file collaboration software, not a full EDMS. It offers document sharing and version history but lacks many advanced EDMS features such as records management, compliance controls, and workflow automation.
Popular EDMS solutions include:Microsoft SharePoint – Best for Microsoft 365 organizations.M-Files – Excellent for intelligent document management.DocuWare – Strong workflow automation and digital archiving.OpenText – Enterprise-grade document and content management.Laserfiche – Ideal for records management and process automation
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