By the end of this course, participants will be able to:

1. Understand the principles of digitalization and its impact on document control.
2. Implement advanced file management strategies using EDMS.
3. Ensure compliance with industry standards and regulatory requirements.
4. Apply version control and audit trail techniques in digital systems.
5. Optimize workflows for document approval, distribution, and archiving.
6. Enhance security and confidentiality in digital document environments.

• Senior Document Controllers.
• Document Control Managers.
• Records Management Specialists.
• Project Administrators and Coordinators.
• Professionals responsible for document governance in engineering, construction, and oil & gas projects.

• Interactive Lectures: Core concepts explained with practical examples.
• Live Demonstrations: EDMS and digital tools in action.
• Hands-on Exercises: File organization, version control, and workflow setup.
• Case Studies: Digitalization success stories and lessons learned.
• Group Discussions: Sharing best practices and challenges.
• Daily Quizzes: Reinforce key concepts.
• Practical Exercises: EDMS configuration and workflow setup.
• Final Project: Design a digital document control system for a sample project.
• Trainer Feedback: Individual and group performance review.

Day 1: Introduction to Digitalization in Document Control

1. Evolution from paper-based to digital systems
2. Benefits and challenges of digitalization
3. Overview of EDMS platforms and features

Day 2: Advanced File Management Techniques

4. File naming conventions and metadata
5. Folder structures and indexing strategies
6. Version control and audit trails

Day 3: Compliance and Security

7. Regulatory requirements (ISO 9001, ISO 27001)
8. Data protection and confidentiality
9. Access control and user permissions

Day 4: Workflow Optimization

• Document lifecycle management
• Approval and distribution workflows
• Integration with project management systems

Day 5: Practical Workshop and Future Trends

• Hands-on EDMS configuration and setup
• Digital archiving and cloud solutions
• Emerging technologies: AI, automation, and blockchain in document control

CDGA attendance certificate will be issued to all attendees completing minimum of 80% of the total course duration.