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Filing Systems and Document Control for the Modern Office

Build reliable paper and electronic filing systems that let any South African office find the right document in seconds. Participants learn to design classification structures, apply version and access controls, and manage retention so that records stay accurate, secure and audit ready across busy departments.

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Register for this course

What you will be able to do

  • Design a logical filing classification that matches how the organisation actually works.
  • Apply naming conventions and indexing that make documents easy to retrieve.
  • Control document versions, approvals and access rights to protect sensitive files.
  • Set retention and disposal schedules that meet operational and legal expectations.
  • Convert cluttered shared drives into structured, searchable folder systems.
  • Audit a filing system and close the gaps that cause lost or duplicated records.

Course outline

  1. 01Principles of Document Classification
  2. 02Naming Conventions and Indexing
  3. 03Version Control and Approval Trails
  4. 04Access Rights and Confidentiality
  5. 05Retention and Disposal Schedules
  6. 06Cleaning Up Shared Drives
  7. 07Auditing a Filing System

Who should attend

This course suits filing clerks, registry staff, office administrators and records officers responsible for organising and controlling company documents.

Dates, venues and fees

DatesVenueDaysFeeCalendarRegister
28 to 29 Sep 2026Windhoek2US$1,100Closed
29 to 30 Sep 2026Gaborone2US$1,100Register
30 Sep to 1 Oct 2026Maseru2US$1,100Register
1 to 2 Oct 2026Mbabane2US$1,100Register
5 to 6 Oct 2026Lusaka2US$1,100Register
6 to 7 Oct 2026Harare2US$1,100Register
7 to 8 Oct 2026Lilongwe2US$1,100Register
8 to 9 Oct 2026Blantyre2US$1,100Register
12 to 13 Oct 2026Mozambique2US$1,100Register
13 to 14 Oct 2026Nairobi2US$1,100Register
14 to 15 Oct 2026Dar es Salaam2US$1,100Register
15 to 16 Oct 2026Kigali2US$1,100Register
19 to 20 Oct 2026Kampala2US$1,100Register
20 to 21 Oct 2026Accra2US$1,100Register
21 to 22 Oct 2026Lagos2US$1,100Register
22 to 23 Oct 2026Cairo2US$1,100Register
26 to 27 Oct 2026Mauritius2US$1,100Register
27 to 28 Oct 2026Dubai2US$1,100Register
28 to 29 Oct 2026Online2US$900Register
9 to 10 Dec 2026Johannesburg2R10,000Register
10 to 11 Dec 2026Cape Town2R10,000Register
14 to 15 Dec 2026Durban2R10,000Register
17 to 18 Dec 2026Pretoria2R10,000Register

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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