SharePoint is a versatile platform from Microsoft that facilitates collaboration and document management, serving as a secure place to store, organise, and access information from any device.

It integrates seamlessly with Microsoft 365, enabling organisations to create intranets and customise them to streamline team collaboration, manage content, and enhance communication across the workforce.

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.

Microsoft 365

• What is SharePoint?
• SharePoint Versions and Licenses
• Connecting and Navigating
• Microsoft 365 Portal Page
• The SharePoint Start Page
• SharePoint Permission Groups and Levels

Using Library Apps

• Overview of Document Management
• Uploading Documents into SharePoint
• Creating New Documents within SharePoint
• Editing Documents via the Browser
• Editing Documents in the Desktop Application
• Editing Documents securely via Check Out function
• Updating Document Properties via Details Panel
• Updating document properties via Edit in Grid View
• Document Version Control – Working with Major and Minor Versions
• Adding templates to a SharePoint Library
• Deleting and Recovering Documents from a SharePoint Library
• Adding a Short Cut to OneDrive

Creating Library Columns and Using Views using Meta Data

• Understanding SharePoint Views
• Understanding Meta Data
• Creating Column in SharePoint
• Conditional Formatting on a Column
• Creating Public Views
• Creating Personal Views

Using Document Set Library Feature

• Understanding Document Sets
• Document Sets verses Folders
• Activating Document Sets in a Document Library
• Adding a Document Set to a Library

Using the Additional Library Features

• Using the Pin to the top Feature
• Using the Favourite Feature
• Using the Move to Function
• Using the Copy to Function
• Creating and managing Alerts via the Automate Rules
• Using Add Shortcut feature
• Create a Teams Chat and Share a Document via Quick Steps
• Draft an email that links to a document via Quick Steps
• Using the Request Sign Off Feature
• Request Approval via out of the Box Approval Workflow feature

Working with Lists

• Overview of Templates
• Creating a list from a Template
• Creating a Custom List
• Creating and Modifying Columns
• Creating a List from Excel
• Creating a Form from a SharePoint List
• Creating and managing Alerts via the Automate Rules
• Using the Request Sign Off Feature
• Set a Reminder Workflow using out of the box Set Reminder Workflow feature
• Configure Approval process using out of the box functionality
• Understanding Item Level Permissions on a List
• Understanding OneDrive
• OneDrive Home Page and Navigation
• Understanding My File
• Understanding how to Share from OneDrive
• Understanding Shared
• Understanding Favourites