Document Management Courses and Certifications

Best Practices in Document Management

6206 ratings at Udemy

Develop your cost-effective and future-proof documentation strategy

• Udemy
• 1 hour 26 minutes
• Self-Paced
• Paid Course

Coursera

GenAI for Legal Document Management

17 ratings at Coursera

Apply generative AI to legal document workflows: automate drafting, reviewing, and organizing documents, and design AI-driven document management systems that cut errors.

• Coursera
• 3 hours 34 minutes
• Self-Paced
• Paid Course

Organize Your Paperwork

3 ratings at CreativeLive

Learn to reduce, categorize, file, scan, and back up business paperwork so essential documents stay organized and accessible.

• CreativeLive
• 1 hour 25 minutes
• Self-Paced
• Paid Course

Coursera

Procurement Document Control

Organize procurement files into an auditable system of record: apply folder structures, file-naming and versioning conventions, and secure access permissions for RFQs and contracts.

• Coursera
• 1 hour 23 minutes
• Self-Paced
• Paid Course

Coursera

Digital Record Keeping & Compliance

Learn federal and state retention periods for financial documents and build digital archives using SharePoint naming conventions, hierarchical folder structures, and secure access controls.

• Coursera
• 2 weeks, 1 hour a week
• Self-Paced
• Paid Course

Document Automation: Use AI to Draft, Format, and Update Policies (Live Online)

Learn how AI-driven document automation can speed up the drafting, formatting, and updating of organizational policies.

• CourseHorse
• 2 hours
• Self-Paced
• $159.00

Introduction to SAP DMS Document Management System–SAP PLM

1131 ratings at Udemy

This course will give you a practical introduction training in SAP DMS, from the business point of view.

• Udemy
• 34 minutes
• Self-Paced
• Free Online Course

Document Control & Good Documentation Practices (GDP) in GMP

129 ratings at Udemy

Master documentation and record control to comply with FDA, EMA, and WHO GMP requirements

• Udemy
• 1 hour
• Self-Paced
• Paid Course

Learn to create, organize, publish, approve, search, report on, and update contract clauses in a centralized clause library.

• SAP Learning
• 1 hour 2 minutes
• Self-Paced
• Free Online Course

Metadata

This module explains how metadata is used in managing electronic records.

• National Archives
• 15 minutes
• Self-Paced
• Free Online Course

Assigning Metadata

This module discusses NARA's metadata standards for the transfer of permanent electronic records.

• National Archives
• 30 minutes
• Self-Paced
• Free Online Course

Calculating Disposition Dates

This module focuses on how to use a records schedule to calculate disposition dates for temporary and permanent records.

• National Archives
• 15 minutes
• Self-Paced
• Free Online Course

Create a Box List for Records Transfer

This module discusses how to create the list of files and records that should be included in each box of records.

• National Archives
• 20 minutes
• Self-Paced
• Free Online Course

Establishing Naming Conventions for Electronic Records

This module focuses on the best practices for developing and implementing document naming conventions in your office.

• National Archives
• 30 minutes
• Self-Paced
• Free Online Course

Developing Electronic Records Management Requirements

This module discusses how to determine what records-keeping requirements should be in information systems that are used to manage records.

• National Archives
• 30 minutes
• Self-Paced
• Free Online Course