Build a SharePoint Document Management Area Course

What will I learn?

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.

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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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.

Microsoft SharePoint Training - People Development

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

Flexible Microsoft SharePoint Training Courses

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

BOOK YOUR SHAREPOINT TRAINING

Why choose TrainingU?

Passionate

Established over 15 years ago by a team of knowledgeable training experts, we are passionate about delivering excellent training that makes a real difference.