SharePoint Online Document Management Masterclass
Duration: One Day
Maximum Delegates: 10
Delivery Method: On site or virtual via Microsoft Teams
Target Student: SharePoint Online Document Management Masterclass course is aimed at users responsible for Document Management in their organisation – familiarity with SharePoint is ideal, but not essential. This course is classed as a non-technical course.
We are here to help you unlock the benefits of the Microsoft 365 ecosystem and SharePoint Online.
Blackbird Corporate Ltd only specialises in Microsoft 365 and SharePoint so you know you are working with experts.
Introduction to SharePoint Online
- Understanding SharePoint Online
- SharePoint Roles and Responsibilities
- SharePoint site hierarchy
- SharePoint Navigation
- Data Storage Best Practices
Working on Documentation
- Library App functions and navigation
- Uploading Documents into a Document Library
- Adding Metadata
- Connecting libraries to Microsoft Office
- Creating and Editing documents within a SharePoint library
- Version Control
- Sharing and Exporting Documents
- Deleting and Retrieving Information
Using Views
- SharePoint Views
- Creating Sort, Filter and Custom views
- Modifying and Removing Views
Using Document Sets
- Introduction to Document Sets
- Creating Document Sets
- Uploading data into Document Sets
- Creating documents in Document Sets
Using Alerts
- Understanding the Alert function
- Creating Alerts
- Managing Alerts
Using Library Apps
- Overview of Library Apps
- Creating New Documents within Libraries
- Library App Settings
- Version Control and Approval
- Uploading and Saving Documents to SharePoint
- Document Management in Libraries
- Document Sets in Libraries
- Document Templates
Column Structures
- Understanding Columns in Libraries
- Using Choice and Date Columns
- Creating and Modifying Columns
If you want to empower your employees, boost their confidence by making users feel competent and capable using the new structure you are implementing, our courses will give them all the confidence they need moving forward.
At Blackbird Corporate Ltd, we know that ‘out of the box’ courses do not suite every business. We are happy to discuss creating bespoke courses to meet your business exact needs. To discuss a tailored course for your business please contact our team who will be happy to take you through how we can work with
Contact Us
To enquire about SharePoint Online Document Management Masterclass or any of our training courses or consultancy please complete the contact form and one of our team will respond within 24 hours.
What Our Clients Say
I think this is probably the only training where I found the trainer so passionate and enthusiastic that I was super interested and paid attention the whole time. She was super friendly and patient and really understood our needs and questions.
Lisa is a lovely lady, very enthusiastic and helpful. Thank you
Lisa always brings her personality and experience into the training which makes it easier to see how things will work for us
Lisa’s approach to training was nice and relaxed at a good pace
Great course excited to get started on our new system
Thank you for the opportunity to provide feedback. Lisa demonstrated excellent expertise and created an engaging learning environment. The explanations were clear, and the interactive approach was appreciated.
Lisa delivered the training in a fun and engaging way, making it easier to understand and follow. Thank you Lisa!
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Contact us now to discuss course dates via email: training@blackbirdcorporate.co.uk or call our office on 0800 107 6362.
We offer both onsite training and online training using Microsoft Teams, so we can meet your organisational needs.
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