CR2-216 Organizing Electronic Documents and Records in Cloud-Based Systems (5-4)

4 Course items

In today's new world of multiple cloud-based systems, such as DropBox, Google Drive, and Evernote, clients are having a hard time knowing where to put electronic documents and information. Information has become scattered into various electronic systems making it even more challenging for clients to retrieve information. This session will inform participants on how to organize electronic documents and records in cloud-based document management systems. Participants will understand why managing information in the cloud can be both beneficial and challenging for users. In this session, participants will learn some practical methodology to help users organize information in the cloud. They will also determine how to use each various cloud-based systems.

Objectives

  • Learn about the various document management cloud-based systems to store, file, and organize electronic records
  • Understand the benefits and challenges to users and organizations managing information in cloud-based systems
  • Learn methodology to help users organize electronic information in cloud-based systems
  • Key tips when advising client in organizing information in cloud-based systems