EDMS fundamentals
Master the key concepts and day-to-day use of Electronic Document Management tools.
Learning objectives
By the end of this course, participants will be able to:
- Understand the fundamental concepts of EDMS
- Master the interface and core features
- File and index documents efficiently
- Use search and filtering functions
- Manage document versions and history
- Apply good filing practices
Detailed programme
2 days to master the fundamentals
Day 1
Introduction to EDMS
Key concepts, vocabulary, challenges and benefits
The user interface
Getting started, navigation, personalisation
Filing and folder structure
Creating folders, logical organisation, naming conventions
Indexing and metadata
Creating profiles, entering information, mandatory fields
Day 2
Advanced search
Search engine, filters, combined criteria
Version control
Updating documents, history, comparison
Sharing and collaboration
Sending links, teamwork, annotations
Good practices and workshop
Hands-on case study, assessment of learning
Who is it for
- Beginner EDMS users
- Assistants
- Administrative managers
- Anyone who uses an EDMS daily
Prerequisites: No prior knowledge required.
Duration
2 days (14h)
Participants
8 maximum
Certification
Included
Formats
On-site / Remote
Sophie Martin
EDMS & Digital Workplace expert
15 years of experience in document management, certified ECM Practitioner. Has supported more than 100 companies through their digital transformation.
Ready to master the fundamentals of EDMS?
Enrol your teams in this course or request a tailored quote.