What will I learn?

Full Course Details

This course is aimed at users who need to build and manage a SharePoint site for document management and/or support others managing SharePoint sites for document management. This course is based on using the SharePoint TEAMS site template only.

On completion of this course, delegates will be able to:

  • Create sites and site collections
  • Create and manage document libraries
  • Customise and manage site settings and navigation
  • Create reusable content in sites, libraries and lists
  • Organise content with metadata within a library
  • Create and modify lists
  • Customise site permissions

This course is classed as a technical course and delegates should be used to working in browsers such as Microsoft Edge or Google Chrome.

The training can be delivered either in your own Microsoft 365 tenant or alternatively, a separate training tenant can be provided by TrainingU.

This course does not cover creating a SharePoint intranet site. See our related courses: Build a SharePoint Intranet Site or our combined Build a SharePoint Intranet Site & Document Management Area course.

Book - Build a SharePoint Document Management Area Training

For companies who need to train groups of staff either remotely or in-person.

  • 2-day course
  • Up to 10 delegates
  • Online or onsite training available
  • Flexible in-house training dates
  • Online user guides
  • Post training support
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MEET THE TRAINER

Duncan Dickinson

Duncan has spent the last 20 years training and consulting to many companies on Project Server/Project Online, SharePoint Server/SharePoint Online and the Power Platform; assisting companies to define and streamline their internal project management and document management processes and then setting up the applications to manage these processes.

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Full Build a SharePoint Document Management Area Training Course Content

Introduction to SharePoint for Site Owner

  • What is SharePoint and how does it work with Office365?
  • SharePoint Terminology
  • Best Practice of using SharePoint

Create Sites and Site Collections

  • Site or Site Collection?
  • When & where to create a Site
  • Create a Site
  • Site Templates
  • Site Themes
  • Apps & the App Marketplace

Create and Manage Document Libraries

  • Create a Document Library
  • Modify Library Settings and Policies
  • Configure and Manage Versioning, Approval & Check Out
  • The SharePoint Recycle Bin

Site Settings

  • Customise Site Navigation
  • Customise Site Settings
  • Manage Site Feature

Reusable Content in Sites, Libraries and Lists

  • Create and use Site Columns in Libraries and Lists
  • Create and use Document Content Types within a Site
  • Create and use Document Sets within a Site
  • Tenant Content Type Hub

Organise Content with Metadata within a Library

  • Folders vs Metadata – which is best?
  • Add Content Types to a library
  • Create, Modify and Delete Columns
  • Create, Modify and Delete Views
  • Use Views and Filters for Data Navigation

Lists

  • Create a List from a Template
  • Create a Custom List
  • Modify Settings and List Policies
  • Create, Modify and Delete Columns
  • Create, Modify and Delete Views

Customise Site Permissions

  • Understand the SharePoint Permissions Structure
  • Add and Remove Users in a Team Site
  • Create SharePoint Permissions Groups
  • Create Permissions Levels
  • Create Unique Permissions on a Library or List
  • Check User Access
  • Remove Custom Permissions
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Excel Training Business benefits

Microsoft SharePoint Training – Business Benefits

By investing in people, you can give your team all the necessary skills they need to help support your organisation’s goals.

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Microsoft SharePoint Training - People Development

Completing our Microsoft SharePoint training course will give you additional skills you need to help support your career development.

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Flexible Microsoft SharePoint Training Courses

  • Online or face-to-face in-house training
  • Individual delegates or group training
  • Flexible dates to fit schedules

 

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Why choose TrainingU?

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Passionate

Established in 2008 by a team of knowledgeable training experts, we are passionate about delivering excellent training that makes a real difference.

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Experienced

All our trainers are qualified and experienced Microsoft SharePoint trainers that will deliver the highest level of training to you and your team.

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Collaborative

Working together with our clients, understanding their needs and desired learning outcomes, to deliver a personalised learning solution.

Our Clients

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What Our Clients Say...

"Training U have delivered a great customised learning experience for our Finance Graduate and School Leaver population, noted by the copious amount of great feedback I get from the cohort thanking us for putting the training plan in place.  It is extremely important to us that our high potential learners obtain the soft skills vital to their future careers, preparing them for Management positions once they leave the Early Careers Finance Scheme.  I find Training U very easy to deal with, they always keep me informed on progress and feedback, and I would definitely recommend them to other organisations."

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"The training provided was pitched just right for our requirements. We look forward to further sessions on different topics and hopefully, budgets allowing, refresher sessions as the software continually evolves to meet customers’ needs. TrainingU bent over backwards to accommodate our requests; the professionalism and expertise of the tutor was amazing, making the sessions enjoyable and easy to follow. We will continue to use TrainingU for future training requirements."

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"The IT courses run by TrainingU have been extremely well received by all that have attended them. The company has been supportive, flexible and attentive, going the extra mile to ensure that the courses are a success. All trainers and staff have been professional and pleasant, helping the whole process run smoothly. We are very happy with the training we have received and would not hesitate to recommend them to others."

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Enquire & Book Microsoft SharePoint Training

Simply fill out the contact form or call 0333 344 6630 to make an enquiry or book your Microsoft SharePoint training.