Electronic Document Management - Learning Outcome

EDM Fundamentals and Compliance

EDM Operations and Processes

Document Control and Security in EDM

Lesson Summary

In this module, you’ll be introduced to the basics of electronic document management (EDM), covering its key concepts, terminologies, principles and benefits. We discuss the document lifecycle in an EDM system, including the operations and processes involved in EDM. You’ll learn about document control, security and more.

Course Assessment - Introduction to Electronic Document Management

Learn the basics of electronic document management (EDM) and improve your document workflow in this free online course.

Introduction to Electronic Document Management

Imagine a scenario in which documents effortlessly flow from creation to storage, retrieval and collaboration. Electronic document management (EDM) systems are designed for that. With the help of EDM, any document is just a few mouse clicks away. This course introduces you to EDM and lays out its benefits and key concepts. We discuss EDM standards and regulations and lay out EDM operations and processes. Sign up to learn how to go paperless.

Learning Outcomes

Introduction to Document Control

Document Control Life Cycle

Document Control Strategies and Instruments

Document Numbering

Document Templates

Quality Assurance and Control

Project Document Control

This module investigates the approaches and tools used in a document management system that boosts workflow efficiency. We explore the life cycle of a document, various document numbering methods, quality assurance and control procedures, and the project document control phases.

Document Control: From Principles to Practice - Course Assessment

Learn how organisations implement document control strategies to manage and protect data in this free online course.

Document Control: From Principles to Practice

Document control systems benefit organisations by enhancing productivity and security and reducing the amount of paper used. This course explains how to use document control practices and software. We establish the importance of a robust document control system and compare it to analogue methods. We also provide document control strategies and instruments, including the Master Document Register (MDR) and the Document Distribution Matrix (DDM).

Introduction to SharePoint

Creating a Practice Site

Why use SharePoint?

Accessing a SharePoint Site

Exploring the SharePoint Online Interface

Understanding Roles and Permissions

This module provides you with an introduction to what you will cover throughout the course. Using a step by step process you will see how to create a site, understand the various roles and permissions, etc.

Working with Lists

Creating a Task List

Adding and Modifying Lists

Deleting List Items

Sorting and filtering lists

Understanding List Views

Creating and Modifying List Views

Creating custom lists

Importing List Data from Excel

This module provides you with an explanation of what is working with lists on SharePoint. Also, the topic will explain to you how to create and modify lists. Finally, the videos will show you how to create and modify list views.

Creating a Document Library

Uploading Documents

Modifying and Editing Documents

Working with Metadata

Creating Custom Library Views

Version Control

This module provides you with an explanation of what is working with libraries on SharePoint. Also, the topic will explain to you how to create and modify libraries. Finally, the videos will show you how to create and modify libraries views.

SharePoint Online - Course Assessment

This free online course introduces you to SharePoint and describes the essential functions of creating a website.

SharePoint Online

SharePoint is a Microsoft product used as a document management and storage system, but its usage differs between companies. This course details the various characteristics and uses of the SharePoint site. You will explore all the features needed to create lists, update files and edit them on SharePoint. Learn to import lists from Microsoft Excel or delete them on the site. This course is an asset to your CV and will help you advance your career.

Editing and Organising

Useful Applications

Documentation

This module will introduce you to various IT skills and their applications in business. You will learn how to edit, organise and format a business document for better readability and visual appeal. We'll show you how to use email services and manage data effectively as well as how to write and present a business proposal.

IT Skills For Business - Course assessment

Learn how to use information technology to boost the productivity of your business in this free online IT course.

IT Skills For Business

Information technology (IT) skills drive business growth and provide greater efficiency and effectiveness in today’s digital world. This IT course provides the skills you need to edit various documents and organise and format data to improve its readability. We explain how to effectively use email, manage data, employ record-keeping techniques and compose compelling business proposals. Sign up to improve your business communication skills.