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Managing the Paperless Office and Digital Records Transition

Lead the shift from overflowing filing cabinets to a clean digital records environment. Participants learn to plan and run a scanning and digitisation project, set up a searchable electronic filing structure and manage the change so that staff across a South African organisation actually adopt the new paperless ways of working.

What you will be able to do

  • Plan a digitisation project with clear scope, priorities and timelines.
  • Prepare, scan and index paper records for reliable electronic retrieval.
  • Design an electronic filing structure that mirrors business processes.
  • Establish rules for born digital documents so new files stay organised.
  • Manage staff resistance and build adoption of paperless habits.
  • Set backup and retention practices that keep digital records safe over time.

Course outline

  1. 01Building the Case for a Paperless Office
  2. 02Planning a Digitisation Project
  3. 03Scanning, Indexing and Quality Checks
  4. 04Designing the Electronic Filing Structure
  5. 05Rules for Born Digital Documents
  6. 06Managing Change and Staff Adoption
  7. 07Backup, Security and Retention

Who should attend

This course suits office managers, registry and records staff and administrators tasked with moving their office toward digital and paperless operations.

Dates, venues and fees

DatesVenueDaysFeeCalendar
17 to 19 Aug 2026Cape Town3R13,000
31 Aug to 2 Sep 2026Online3US$900
7 to 9 Sep 2026Mozambique3US$1,500
14 to 16 Sep 2026Cairo3US$1,500
21 to 23 Sep 2026Accra3US$1,500
28 to 30 Sep 2026Lusaka3US$1,500
5 to 7 Oct 2026Kigali3US$1,500
12 to 14 Oct 2026Nairobi3US$1,500
19 to 21 Oct 2026Durban3R13,000
26 to 28 Oct 2026Johannesburg3R13,000
9 to 11 Nov 2026Mauritius3US$1,500
16 to 18 Nov 2026Dubai3US$1,500
23 to 25 Nov 2026Lagos3US$1,500
30 Nov to 2 Dec 2026Harare3US$1,500
7 to 9 Dec 2026Kampala3US$1,500
14 to 16 Dec 2026Dar es Salaam3US$1,500
21 to 23 Dec 2026Pretoria3R13,000

Fees are per delegate. South African venues are priced in rand; other locations and online in US dollars. Fees exclude 15% VAT where applicable. Group bookings of three or more delegates from the same organisation qualify for a reduced rate; contact us for a quotation.

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