Record and Document Management

On Demand Webinar

Webinar Details $219

  • Webinar Length: 90 Minutes
  • Guest Speaker:   K.J. McCorry
  • Topic:   Business Administration, Business Skills
  • Credit:   ATAOP 1.5, HRCI 1.5, SHRM 1.5
All Access Membership

Some people waste as much as 25% of their day searching for information, both on paper and digitally.  It is vital that employees understand how to appropriately manage, organize and store company records and information. This is not only essential to a company's business operations, but key to improving efficiency and productivity. And now, it is more important than ever for information to be accessible no matter where you work. 

In this training, participants will learn how to manage electronic records and documents more effectively in a Windows based environment. Participants will understand the fundamentals of organizing and concepts to apply to good records management. They will learn how to create an effective and intuitive electronic filing system to manage documents. In addition, how to collaborate on documents using various applications.

Your Benefits of Attending:

  • Better understand the definition of a record and record formats.
  • Review various record management locations and how to best utilize them.
  • Learn to build an effective hierarchical filing system for all document management systems.
  • Understand basic records retention requirements, regulations and guidelines.
  • Learn best practices for managing, organizing and accessing information on local drives and cloud-based document management systems.
  • Understand collaboration functionality for revising and editing documents in cloud-based systems.
  • Learn how to effectively name documents for versioning, easy retrieval and access.
  • Gain searching strategies to find information quickly with digital tips and tricks.

Join K.J. McCorry as she walks you through the best strategies for record and document management.


Guest Speaker

  • K.J. McCorry

Webinar Survey Overall Rating

This webinar received a total of 5 survey responses. Attendees have given an average rating of 4.6 stars out of a possible 5, reflecting the quality and value of the content presented.

Average rating

4.6 / 5
Webinar Presentation
How many of the objectives of the event were met?
4.8 Stars
How useful was the information presented at this event?
4.4 Stars
Overall, how satisfied were you with this event?
5.0 Stars
Speaker Performance
Overall, how satisfied were you with this presenter?
4.6 Stars
How closely did the presenter follow the schedule?
4.2 Stars

Reviews From Webinar Survey

Our webinars are crafted to deliver exceptional value and insight to business professionals. To ensure we meet and exceed your expectations, we conduct thorough post live webinar surveys. Below, you'll find genuine feedback from attendees, sharing their thoughts on the event and the speaker's performance. These reviews highlight our commitment to continuous improvement and excellence in providing top-tier educational experiences.

Laura H.
May 24, 2024
5.0 / 5
Webinar Rating:
5.0 Stars
Speaker Rating:
5.0 Stars
Do you have any other comments, questions or concerns?
Love this presenter - always so clear and informative! She gets to everyone's questions as well.

Catherine R.
May 22, 2024
4.8 / 5
Webinar Rating:
4.7 Stars
Speaker Rating:
5.0 Stars
Do you have any other comments, questions or concerns?
The presenter was one of the best presenters I have had ! I would love to take a SharePoint seminar from her !

Ross V.
May 22, 2024
3.8 / 5
Webinar Rating:
4.3 Stars
Speaker Rating:
3.0 Stars
Do you have any other comments, questions or concerns?
The questions answered mid presentation would distract the conversation at times. Hold questions irrelevant to the current topic until the end?

Stacy M.
May 21, 2024
4.8 / 5
Webinar Rating:
5.0 Stars
Speaker Rating:
4.5 Stars
Do you have any other comments, questions or concerns?
The presenter was good but what I liked best was pdf slide presentation. Each slide also include a summary of what was covered during the presentation for that slide. This presentation slide format is so easy to follow and will be a great reference for the future.

Magaly D.
May 21, 2024
4.6 / 5
Webinar Rating:
4.7 Stars
Speaker Rating:
4.5 Stars
Do you have any other comments, questions or concerns?
Thank you I enjoyed the presentation

ATAOP Credit

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in operations.

HRCI Credit

Human Resource Certification Institute
This program has been approved for credit hours through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.

SHRM Credit

Society for Human Resource Management
Aurora Training Advantage is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. For more information about certification or recertification, please visit www.shrmcertification.org.