15 Best Document Management Courses For Project Managers In 2024

A document management course will teach you best practices for managing, organizing, and using project documents and other records throughout their life cycle. If you're managing this cycle without proper training, it could lead to missing documents, improper versioning, or errors and rework on deliverables.

Here’s a list of my picks for the best courses and a summary of each one, detailing who it’s for and why it stands out.docu

Best Document Management Courses Shortlist

Here are the top document management training courses you should consider in 2024:

1. Using Microsoft SharePoint Syntex for AI Document Management
2. Records Management Training
3. Information Management: Document Security
4. Fundamentals and Advanced Document Control
5. Document Control and Records Management Training Course
6. Document Controller Training Course
7. Electronic Document and Records Management System
8. Document Control: From Principles to Practice
9. SharePoint Advanced: Document Creation and Automation
10. Document Controller
11. Certificate in Document Control and Records Management
12. Introduction to SharePoint 2016 for Collaboration and Document Management
13. Document Locator Training
14. Introduction to Electronic Document Management
15. Master DocuSign in 3.5H

Find more details about each course below.

Overviews Of The Best Document Management Courses

1. Using Microsoft SharePoint Syntex for AI Document Management

This LinkedIn Learning course teaches you to use Microsoft SharePoint's Syntex tool for AI-driven document management.

It covers setting up Syntex, creating models for data extraction, and integrating them into SharePoint libraries. You'll also learn to automate data capture from forms for faster processing.

• Who It’s For: Professionals looking to leverage AI in document management
• Topics Covered:
  • Setting up SharePoint Syntex
  • Applying AI models
  • Automating document processing
• Online, In-Person, or Both? Online
• Exam Required? No
• Duration: 1 hour and 55 mins
• How Many Hours Of Instruction: 1 hour and 55 mins
• Eligibility Requirements: None
• Price: 1-month free trial
• Take The Course: LinkedIn Learning

2. Records Management Training

This course from ICL provides comprehensive training on records management and focuses on best practices, compliance, and the entire life cycle of a record.

You'll get the skills to create and maintain effective record-keeping systems, so you can improve organizational efficiency and staff effectiveness.

• Who It’s For: Those looking to enhance their record management skills or enter the field
• Topics Covered:
  • Records lifecycle
  • Compliance standards
  • Best practices in records management
• Online, In-Person, or Both? Online
• Exam Required? No
• Duration: 3 days
• Eligibility Requirements: None
• Price: $500
• Take The Course: ICL

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3. Information Management: Document Security

This course from LinkedIn Learning will teach you how to secure documents and digital assets within an enterprise content management system.

You'll get strategies and tools to balance collaboration with security, and learn about essential topics like server structures, authentication layers, data retention, and permission management.

• Who It’s For: Information managers and IT security professionals
• Topics Covered:
  • Document security strategies
  • Tools for securing documents
  • Risk management
• Online, In-Person, or Both? Online
• Exam Required? No
• Duration: 1 hour and 3 mins
• How Many Hours Of Instruction: 1 hour and 3 mins
• Eligibility Requirements: None
• Price: 1-month free trial
• Take The Course: LinkedIn Learning

Find more digital asset management training options here.

4. Fundamentals and Advanced Document Control

The Fundamentals and Advanced Document Control course will equip you with a solid foundation and in-depth knowledge of document control principles, procedures, and best practices, including ISO and API standards. You'll be able to excel at managing and optimizing your organization's document management systems. 

• Who It’s For: Document controllers and quality managers
• Topics Covered:
  • Document control procedures
  • Advanced document control techniques
  • Best practices
• Online, In-Person, or Both? Online
• Exam Required? No
• Duration:
  • Fundamentals of Document Control: 3 days
  • Advanced Document Control: 4 days
• How Many Hours Of Instruction: 8 hours
• Eligibility Requirements: None
• Price:
  • Fundamentals of Document Control: $1,595
  • Advanced Document Control: $1,795
• Take The Course: Mireaux Management Solutions

5. Document Control and Records Management Training Course

This course provides essential training in document control and records management. You will learn how to manage your organization's information flow, make sure only approved and current documentation is used, and safeguard quality.

• Who It’s For: Document controllers and records managers
• Topics Covered:
  • Industry standards
  • Document control practices
  • Records management techniques
• Online, In-Person, or Both? Online
• Exam Required? No
• Duration: 6 hours
• How Many Hours Of Instruction: 6 hours
• Eligibility Requirements: None
• Price: $105
• Take The Course: AGC Conferences

6. Document Controller Training Course

This course is designed to train individuals in the role of a document controller. Participants will develop essential skills and responsibilities as well as a comprehensive understanding of document control processes, from document creation, review, and approval to distribution and retention.

• Who It’s For: Aspiring document controllers
• Topics Covered:
  • Document control basics
  • Responsibilities of a document controller
  • Essential skills
• Online, In-Person, or Both? Online
• Exam Required? No
• Duration: 2 days
• How Many Hours Of Instruction: 8 hours
• Eligibility Requirements: None
• Price: $775
• Take The Course: Koenig Solutions

7. Electronic Document and Records Management System

This course from ICL provides in-depth training on how to implement and manage electronic document and records management systems (EDRMS).

It will help you learn how to effectively utilize EDRMS to streamline business processes and document workflows, enhance security, improve accessibility, and ensure compliance with organizational and regulatory requirements. 

• Who It’s For: IT professionals and records managers
• Topics Covered:
  • EDRMS implementation
  • System management
  • Best practices
• Online, In-Person, or Both? Both
• Exam Required? No
• Duration: 4 days (inquire for private/custom course)
• How Many Hours Of Instruction: Self-paced
• Eligibility Requirements: None
• Price: Available upon request
• Take The Course: ICL

8. Document Control: From Principles to Practice

This course offers a comprehensive approach to document control and covers both fundamental principles and advanced practices.

You will gain the ability to establish and maintain effective document control systems in order to improve organizational efficiency and the integrity of critical information. 

• Who It’s For: Document control professionals
• Topics Covered:
  • Basic principles of document control
  • Advanced practices
  • Practical applications
• Online, In-Person, or Both? Online
• Exam Required? No
• Duration: 1.5 to 3 hours
• How Many Hours Of Instruction: 1.5 to 3 hours
• Eligibility Requirements: None
• Price: Free
• Take The Course: Alison

9. SharePoint Advanced: Document Creation and Automation

This course provides advanced online document creation and automation training within the SharePoint platform. You'll learn to leverage SharePoint's capabilities to streamline document workflows, build efficient templates, and implement automation processes.

The course emphasizes practical techniques to optimize document management and increase productivity. 

• Who It’s For: Advanced SharePoint users
• Topics Covered:
  • Advanced document creation
  • Automation techniques
  • SharePoint tools
• Online, In-Person, or Both? Online
• Exam Required? No
• Duration: 1 hour and 31 mins
• How Many Hours Of Instruction: 1 hour and 31 mins
• Eligibility Requirements: None
• Price: 1-month free trial
• Take The Course: LinkedIn Learning

For more training on productivity and time management, check out this list of time management training courses.

10. Document Controller

This advanced course will equip you to excel as a document controller, master the entire document lifecycle, and optimize organizational processes.

You'll get the expertise to implement and manage effective document control systems, to improve compliance and drive operational efficiency.

• Who It’s For: Document controllers
• Topics Covered:
  • Advanced document management strategies
  • Role mastery
  • Best practices
• Online, In-Person, or Both? Online
• Exam Required? No
• Duration: 2 hours and 15 mins
• How Many Hours Of Instruction: 2 hours and 15 mins
• Eligibility Requirements: None
• Price: $13.99
• Take The Course: Udemy

11. Certificate in Document Control and Records Management

This certification course provides a comprehensive overview of document control and records management, as well as best practices and industry standards for effective information management.

Upon completion, you'll be equipped to implement and maintain robust document control systems that support organizational efficiency and compliance. 

• Who It’s For: Professionals seeking certification in document control and records management
• Topics Covered:
  • Document control
  • Records management
  • Certification preparation
• Online, In-Person, or Both? Both
• Exam Required? No
• Duration: 5 days
• How Many Hours Of Instruction: Not specified
• Eligibility Requirements: None
• Price:
  • Face-to-face: $5,700
  • Virtual Learning: $3,350
• Take The Course: Meirc Training & Consulting

12. Introduction to SharePoint 2016 for Collaboration and Document Management

This course provides essential training in using SharePoint 2016, managing content, and integrating it with OneDrive. You'll gain the competencies to enhance team collaboration and streamline document workflows efficiently.

• Who It’s For: IT professionals, project managers, team leaders, and content managers
• Topics Covered:
  • Navigating SharePoint sites
  • Managing libraries and lists
  • Utilizing search and social features
  • Integrating Onedrive for business
• Online, In-Person, or Both? Both
• Exam Required? No
• Duration: 8 hours
• How Many Hours Of Instruction: 8 hours
• Eligibility Requirements: None
• Price:
  • 1-on-1: $675
  • Public: $525
• Take The Course: Koenig Solutions

Find more options for project management training courses here.

13. Document Locator Training

This course teaches users to master Document Locator, a powerful document management software.

It provides a thorough understanding of the software’s features and functionalities, so you'll be able to efficiently organize, manage, and access critical information within your organization.

• Who It’s For: Users of Document Locator software
• Topics Covered:
  • Software features
  • Functionalities
  • Best practices
• Online, In-Person, or Both? Both
• Exam Required? No
• Duration:
  • Online Video Training: 2 hrs
  • Bootcamp Training: 3 days
  • Custom Training: self-paced
• Eligibility Requirements: None
• Price: Available upon request
• Take The Course: Document Locator

14. Introduction to Electronic Document Management

This course provides a foundational understanding of electronic document management. It explores the key concepts and best practices for effectively managing documents, ensuring accessibility, version control, and organizational efficiency.

• Who It’s For: Beginners in electronic document management
• Topics Covered:
  • Basic concepts
  • Essential practices
  • Introduction to systems
• Online, In-Person, or Both? Online
• Exam Required? No
• Duration: 3 to 4 hours
• How Many Hours Of Instruction: 3 to 4 hours
• Eligibility Requirements: None
• Price: Free
• Take The Course: Alison

15. Master DocuSign in 3.5H

This course provides a detailed guide to using DocuSign effectively and it focuses on document signing, templates, and workflow automation. It covers practical skills to manage and optimize electronic signatures and document processes. The course is designed to help users proficiently create and handle DocuSign templates.

• Who It’s For: Users of DocuSign
• Topics Covered:
  • Essential features
  • Functionalities
  • Best practices
• Online, In-Person, or Both? Online
• Exam Required? No
• Duration: 3 hours and 38 mins
• How Many Hours Of Instruction: 3 hours and 38 mins
• Eligibility Requirements: None
• Price: $13.99
• Take The Course: Udemy

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