SharePoint Server Document Management Masterclass

This course is geared towards people using a SharePoint purely for Document Management. During this course users are taken through the best practice ways of using and working with SharePoint as a Document Management System. This is a non-technical course.

Note: This course is available for SharePoint Online, SharePoint Server 2013, SharePoint Server 2016 and SharePoint Server 2019.

Duration – 2 days
Max number of delegates – 10

Module One – Introduction to SharePoint

1.1 – Understanding SharePoint
1.2 – Roles and Responsibilities in a SharePoint Environment
1.3 – Understanding a SharePoint site hierarchy
1.4 – Navigation of a SharePoint Environment
1.5 – Best practice on storing data in a SharePoint Environment using Libraries/List/Views and Document Sets.

Module Two – Working with Documentation in a SharePoint Environment

2.1 – Understanding library app functions and navigation
2.2 – Uploading single documents into a document library
2.3 – Uploading multiple documents into a document library
2.4 – Adding metadata to an existing document in a library
2.5 – Connecting libraries to Microsoft Office
2.6 – Creating documentation directly within a SharePoint library
2.7 – Best practice of editing documents in a SharePoint library

  • Checking documents out
  • Checking documents in
  • Knowledge of discarding Check outs

2.8 – Understanding best practice of versioning in SharePoint
2.9 – Sharing documents from a library via email
2.10 – Exporting library information into Microsoft Excel
2.11 – Understanding the recycle bin policies
2.12 – Deleting information from a library
2.13 – Retrieving information from the Site recycle bin

Module Three – Using the View functionality

3.1 – Introduction to ‘What are views?’ and how they can be used
3.2 – Creating a new view layout –

  • In a document library
  • In a List

3.3 – Creating a ‘Filter By’ view
3.4 – Collating data by creating a ‘Group By’ view
3.5 – How to modify an existing view
3.6 – How to remove an existing view

Module Four – Understanding and Using Document Sets

4.1 – Introduction into ‘What is a Document Set?’
4.2 – Creating a Document Set in a library
4.3 – Uploading data into a Document Set
4.4 – Creating documents in a Document Set

Module Five – Creation and Managing of Alerts

5.1 – Introduction on Alert functionality
5.2 – Creating an Alert to track data in a library
5.3 – Creating an Alert to track changes on individual items
5.4 – Managing Alerts within a SharePoint Site

Module Six – Structuring library apps in a SharePoint site

6.1 – Introduction into the various library app structures available in SharePoint
6.2 – Creating a document library app including-

  • Naming Convention best practice
  • Activating Version Control

6.3 – Introduction to library app settings features
6.4 – Configuring versioning setting
6.5 – Manipulating the requirement for Forced Checkout
6.6 – Allowing the management of content types on a library app
6.7 – Activating Document sets in a library
6.8 – Constructing a document template content type for use in a library app
6.9 – Creating a custom Document Set content type including:

  • Creating column structures in the document set view
  • Including a document template content type to the document set

6.10 – Understanding how to manage a document set

Module Seven – Creating column structures

7.1 – Introduction into columns in a library/list app and how they can be utilised
7.2 – Building a Choice Column in a document library app
7.3 – Creating a Date Column
7.4 – Modifying an existing Column

We are happy to discuss a tailored course if the above does not meet your exact requirements.  Our aim is to ensure all of our clients get the best experience from our training and our trainers.  Contact us now to discuss course dates or call our office on 0800 107 6362.

We offer both virtual training and onsite training so we can meet your training needs.

Follow us on Facebook and Twitter to stay up to date with our latest news.