Document management is a central component of personal information protection and compliance with Law 25. Every day, employees create, access, share, and retain documents that may contain sensitive information, often without fully recognizing the associated risks.

Clear, practical, and actionable guidelines are provided to support proper document management throughout the entire document lifecycle—from creation to secure disposal.
Emphasis is placed on daily best practices, individual accountability, and the reduction of organizational risks related to poor information management.

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Eligible Training Expense – 1% Training Law
“Quebec employers subject to the Act to promote workforce skills development and recognition must invest at least 1% of their payroll in eligible training activities.”

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

• Understand their role and responsibilities in document management
• Identify documents containing personal information
• Assess the sensitivity level of the documents they handle
• Apply consistent file classification and naming practices
• Select appropriate and secure storage locations
• Apply document retention, archiving, and destruction rules

This course is intended for all employees within an organization, regardless of their role or level of responsibility.

The training is based on an active and accessible learning approach, combining:

• Simplified and contextualized theoretical content.
• Concrete examples drawn from everyday professional situations.
• Interactive activities (questions and scenario analysis).
• Realistic case studies designed to encourage critical thinking.
• Knowledge assessment with instructional feedback.

This approach aims to promote understanding, retention, and the adoption of secure and responsible practices.

Learning outcomes are assessed through:

• Questions integrated throughout the training.
• Validation activities with feedback.
• Knowledge assessment covering the key concepts addressed.

A passing threshold may be applied, depending on organizational requirements, to confirm participation and understanding.

• Computer or tablet with a reliable Internet connection. Mobile phone use is possible; however, some content may not be fully optimized for small screens.
• An up-to-date web browser (Chrome, Edge, Safari, or Firefox recommended).
• Speakers or headphones to access audio/video content.
• A notebook or digital note-taking tool (optional, for personal learning).
• Access to the training platform (login credentials provided after registration).

• A Certificate of Completion is issued at the end of the training, provided that the learning path has been completed and, where applicable, the knowledge assessment has been successfully passed.
• Downloading the certificate is also conditional upon completing the course evaluation regarding the participant’s overall assessment of the training.
• Once the evaluation has been submitted, the certificate can be downloaded in PDF format. It remains accessible at all times from the “My Courses” section for future downloads. Participants may also contact the support team to request an additional copy.
• Certificates are retained in our records for a period of six years, or for the applicable validity period of the certificate or awarded credits, as the case may be.

At the end of the module, the participant is invited to complete a short survey evaluating overall satisfaction with the training, with the objective of:

• Measuring overall satisfaction
• Collecting feedback
• Continuously improving course content and instructional methods