Management & Leadership Seminars

Advanced EDMS (Electronic Document Management Systems)


A document management system is a computer system used to track and store electronic documents. It is usually also capable of keeping track of the different versions modified by different users. The term has some overlap with the concepts of content management systems. It is often viewed as a component of enterprise content management  systems and related to digital asset management, document imaging, workflow systems and records management systems. This course show you how to deal with papers in an electronic way to get rid of the papers hard copy which takes a lot of space and time.

Course Objective:

  • Manage/ control documents, including folders and forms reduce document distribution costs – no more paper.
  • Distribute and view documents costs – no more paper
  • Scan, OC, index and archive paper documents.
  • Automate other office functions that involve work flows and electronic mail
  • Address requirements of ISO 9000 and other regulatory agencies.
  • Understand different technologies involved in EDMS
  • Get hands- on training on some EDMS products
  • Evaluate merging standards

The target group:

  • Managers
  • Admin Staffs
  • Document Controller
  • Secretary Hr employees
  • Supervisors of all industries who are interested in learning about tomorrows technologies for paperless working environment and minimizing the volume of paper

The content:
Day 1:

  • Introduction: Course Objectives & Outline
  • EDMS – what is it and Benefits
  • The paper flood
  • The paperless office
  • Document capture
  • Scanning of documents
  • OCR and image processing
  • Indexing, archiving and retrieval
  • Demonstration
  • Word processors/spreadsheets
  • Forms
  • Document Management

Day 2:

  • Document control
  • Revisions/versions/histories
  • Audit trails
  • Reports
  • Demonstration
  • Forms Management
  • Creating forms
  • Filling and saving forms/data
  • Document Distribution: Work flow Management
  • Applications
  • Creations
  • Tracking/closure
  • Demonstration

Day 3:

  • Filling and saving forms/data
  • Document Distribution: Work flow Management
  • Applications
  • Creations
  • Tracking/closure
  • Document Distribution: Electronic Mail : Concepts and Demonstration
  • Document Browsing
  • Navigation
  • Application/independent viewers
  • Annotation/sticky/notes/red/lining
  • ISO 9000 & others Regulatory Requirements
  • System Architectures & Platforms :LAN`s & WANs and Client Server Architectures

Day 4:

  • Technology Options
  • Encryption
  • Authoring Systems
  • Card/folio based systems
  • Types of Documentation Systems
  • Implementing EDMS
  • Off – the- shelf vs. customs systems
  • Allocating resources
  • EDMS management
  • Updating system
  • Future topics

Day 5:

  • Documents on demand
  • Multimedia documents
  • Process Context Diagram- Document Management
  • Process flow- Document management
  • Role and responsibilities- Document management
  • Potential process measurements (KPIS)
  • Creating Back- ups and Restoring
  • Top Document Management Software Products
  • Best- practice in document management procedures, based on ISO standards Document Creation Templates
  • Multiple Security Levels: case of TREENO ADVANCED SECURITY AND AUDIT

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