LICQual Level 2 Certificate in Electronic Document Management

The LICQual Level 2 Certificate in Electronic Document Management is a comprehensive qualification tailored for individuals aiming to expand their practical knowledge of digital recordkeeping and document control. As businesses increasingly rely on digital systems to manage information, this course provides essential training in managing electronic files, securing data, and ensuring compliance with industry standards. Learners will gain valuable insights into the structured use of Electronic Document Management Systems (EDMS) across diverse sectors.

This certificate-level program is ideal for professionals working in administrative roles who need to efficiently handle, organize, and maintain digital documentation. The course emphasizes intermediate skills such as advanced file classification, metadata handling, role-based access control, and electronic filing systems. The LICQual Level 2 Certificate in Electronic Document Management also explores the impact of legal and regulatory frameworks, ensuring learners understand how to manage records in a compliant and secure manner.

Throughout the course, learners will engage with real-world applications of EDMS tools, focusing on workflow management, digital archiving, backup strategies, and multi-user collaboration. The training includes hands-on use of EDMS interfaces, version control systems, and data retrieval features that are essential for ensuring operational continuity and information governance in today’s digital workplaces.

Whether you are working in a small office or a large enterprise, this course will help you develop the ability to implement document control procedures, safeguard sensitive files, and contribute to organizational efficiency. The LICQual Level 2 Certificate in Electronic Document Management is particularly suited for staff in administration, legal services, healthcare, education, and any sector where digital document reliability and accessibility are critical.

By completing this qualification, learners will be equipped with the technical and procedural expertise needed to excel in electronic document handling. With an emphasis on compliance, security, and user-friendly systems, this course helps build the competencies necessary for career progression in the growing field of electronic document management, supporting both immediate workplace performance and long-term development.

Course Overview


Qualification Title

LICQual Level 2 Certificate in Electronic Document Management


Total Units

6

Total Credits

18

GLH

72

Qualification #

LICQ2200480


Qualification Specification

Download Qualification Specification

To enroll in the LICQual Level 2 Certificate in Electronic Document Management applicants must meet the following criteria:

  • Age Requirement: Applicants must be at least 18 years old.
  • Educational Requirements: Applicants should have successfully completed a Level 1 qualification or equivalent in a related subject. A basic understanding of digital office systems is recommended.
  • Experience: While no formal experience is required, prior exposure to document handling or administrative tasks will be beneficial for better comprehension of the course content.
  • English Language Proficiency: Learners must have English proficiency at CEFR Level B1, IELTS 5.0, or an equivalent level to effectively engage with course materials and assessments.

Qualification#

Unit Title

Credits

GLH

LICQ2200480-1

Fundamentals of Document Management and Archiving

3

12

LICQ2200480-2

Storage Devices and Electronic Filing Techniques

3

12

LICQ2200480-3

EDMS Navigation and Interface Basics

3

12

LICQ2200480-4

Access Control and User Permission Settings

3

12

LICQ2200480-5

Understanding Document Classification and Taxonomies

3

12

LICQ2200480-6

Introduction to EDMS Software Tools

3

12

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

  1. Document Input Methods: Scanning, OCR, and Digital Forms
    • Apply various document input techniques including scanning, Optical Character Recognition (OCR), and digital forms.
    • Understand how to convert physical documents into searchable, usable digital formats.
  2. Workflow Automation and Document Routing
    • Set up and manage automated workflows for document approvals and routing.
    • Improve efficiency by applying rule-based document flows in an EDMS environment.
  3. Ensuring Document Integrity and Version Tracking
    • Monitor and maintain the integrity of digital documents through version control.
    • Track edits and changes using audit trails and secure update protocols.
  4. Security Protocols and Data Protection Measures
    • Implement EDMS security features such as encryption, access control, and activity monitoring.
    • Apply data protection measures in compliance with relevant policies and regulations.
  5. Managing Shared Repositories and Team Collaboration
    • Organize and manage shared document repositories to support team-based access.
    • Facilitate collaboration through permission-based sharing and real-time updates.
  6. Applying EDMS in Industry-Specific Contexts (Legal, Healthcare, etc.)
    • Analyze the unique document management needs of different industries.
    • Apply EDMS practices tailored to legal, healthcare, educational, or financial sectors.

This diploma is ideal for:

  • Administrative professionals aiming to upgrade their document management skills
  • Office staff responsible for handling, storing, and retrieving digital documents
  • Individuals who have completed a Level 1 Certificate or Award in document management
  • Records clerks and filing assistants seeking greater proficiency in EDMS tools
  • Data entry operators managing structured digital forms and scanned records
  • Support staff in legal, healthcare, or education sectors working with sensitive documents
  • Junior IT personnel tasked with supporting EDMS usage in organizations
  • HR assistants responsible for managing digital employee files and confidential data
  • Finance and accounts staff handling electronic invoices and receipts
  • Individuals transitioning from manual filing systems to automated document workflows
  • Team coordinators and supervisors managing shared repositories and document access
  • Freelancers or virtual assistants offering document control services remotely
  • Project assistants supporting compliance and audit preparation using EDMS
  • Professionals looking to move into compliance, information governance, or digital archiving roles
  • Anyone seeking to gain practical, industry-relevant skills in electronic document management for career advancement

Assessment and Verification

All units within this qualification are subject to internal assessment by the approved centre and external verification by LICQual. The qualification follows a criterion-referenced assessment approach, ensuring that learners meet all specified learning outcomes.

To achieve a ‘Pass’ in any unit, learners must provide valid, sufficient, and authentic evidence demonstrating their attainment of all learning outcomes and compliance with the prescribed assessment criteria. The Assessor is responsible for evaluating the evidence and determining whether the learner has successfully met the required standards.

Assessors must maintain a clear and comprehensive audit trail, documenting the basis for their assessment decisions to ensure transparency, consistency, and compliance with quality assurance requirements.

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