SharePoint Online Document Management Masterclass
Duration: Two Days
Maximum Delegates: 10
Delivery Method: On site or virtual via Microsoft Teams
Target Student: This 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.
For more information call us on 0800 107 6362 or email training@blackbirdcorporate.co.uk.
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
We are happy to discuss a tailored course if the above does not meet your exact requirements. Our aim is to deliver the best IT training experience for our clients and make sure we help you reach your business goals.
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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