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Document Management Specialist

Document Management Specialists
Description
Implement and administer organization-wide document management systems and procedures to securely capture, store, retrieve, share, retain, and dispose of electronic records and documents in compliance with policies and regulations.
  • • Stay current with document management technologies through research, training, and professional activities.
  • • Monitor regulatory changes to ensure compliance with records and document management laws.
  • • Write, review, and execute test plans for new or established document management systems.
  • • Search electronic and manual sources for required information.
  • • Retrieve electronic assets from repositories for user distribution and return them as needed.
  • • Recommend improvements to content and document management system capabilities.
  • • Prepare user support documentation and training materials.
  • • Oversee security for document processing, reproduction, distribution, storage, and archiving.
  • • Implement scanning and automated data entry using imaging devices and software.
  • • Document technical functions and specifications for new or proposed content management systems.
  • • Develop, document, and maintain standards, best practices, and system usage procedures.
  • • Consult with end users to resolve access issues with electronic content.
  • • Conduct needs assessments to define departmental or end-user document management requirements.
  • • Assist in developing document and content classification taxonomies to improve capture, search, and retrieval.
  • • Assist with assessing, acquiring, and deploying new electronic document management systems.
  • • Assist in defining policies for efficient, legal, and secure access to electronic content.
  • • Analyze and report on system performance data.
  • • Operate data capture tools to import digitized documents into the document management system.
  • • Administer access rights and revision control to protect system security and master document integrity.
  • • Implement electronic document processing, retrieval, and distribution solutions with IT partners.
  • • Identify and classify documents and other electronic content by security level, function, and metadata.
  • • Develop or configure document management system features, including user interfaces, access profiles, and workflow procedures.
  • • Prepare and record changes to official documents and confirm with Legal, Compliance, and Records Management.
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Tasks & skills: O*NET occupational data (work activities, skills, knowledge). Learn more
Sources & Standards: This site includes information from O*NET by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. Career Clutch has modified some of this information for student readability. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.
Last reviewed: Jan 2026
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