SharePoint Document Management Masterclass Course- UK Wide

Future-Ready SharePoint Document Management

On this zero-to-hero SharePoint Document Management course your learners will discover how to harness the content management, configuration and automation capabilities of SharePoint as an administrator.

Our two-day course is intended for anyone who needs to take charge of SharePoint document management and customise the user experience in the modern SharePoint architecture including:

• Leveraging techniques for automated workflows and approvals
• Configuring Lists, Libraries and Document Sets
• Version control and document recovery
• Effective metadata management
• And overall control of SharePoint content distribution

Our expert trainers come to you and can deliver this SharePoint Document Management Masterclass course at your premises anywhere in mainland UK, or as live virtual classroom from anywhere.

For those needing to manage both users and documents, see our SharePoint Site Owner Course.

SharePoint Document Management Masterclass Course Prerequisites

Prior knowledge of SharePoint is beneficial but not essential. On this course we take you from the basics to a high level of understanding of how to organise, manage and distribute content repositories and information across SharePoint.

Learners should be familiar with the Windows 10/11 environment and working in recent web browsers.

On-site SharePoint Document Management Masterclass Courses in the United Kingdom

Our 'face-to-face' closed courses for Microsoft SharePoint are delivered as private events and afford more flexibility than off-the-peg courses with opportunities to tailor content to fit your particular learning needs. One of our trainers will discuss your training requirements with you prior to the course.

With our on-site Microsoft SharePoint courses our trainers come to your workplace throughout mainland UK, bringing the training to you whether you're in a major city such as London, Manchester, Birmingham or Leeds, or anywhere else.

This offers a cost-effective way to train small groups and entire departments in the comfort of familiar surroundings from the Capital City of London to The Cotswolds, from Hampshire to Northamptonshire, West Midlands to West Yorkshire, Sussex to South Yorkshire, Norfolk to Northumberland, Lancashire to Lincolnshire, Cambridgeshire to Gloucestershire, Bristol to Berkshire, Essex to the East Riding and everywhere inbetween.

On-site SharePoint Document Management Masterclass Course Cost

This two-day course costs £1650.00 plus VAT (inclusive up to 6 delegates), with a further £170.00 per day to cover trainer travel and accommodation within mainland UK. More learners can be added for £50.00 plus VAT per person p/day up to a limit of 10 people.

Live Virtual Classroom SharePoint Document Management Masterclass Courses, UK and Beyond

If you'd rather that your team learns remotely, these small-group SharePoint courses are also available as live virtual, interactive sessions from the comfort of your own office or workplace. These live instructor-led courses are taught via MS Teams video conferencing.

Why choose virtual learning? As we've all become used to Online learning (and live virtual meetings) it is clear that this format has some advantages over traditional face-to-face learning.

If you're looking for local training, then you can't get closer to your doorstep than you can with virtual learning.

Our virtual Microsoft SharePoint courses cater for classes of up to 10 and your learners benefit from full and immersive interaction with the trainer just as if they were in the classroom with you, with engaging hands-on training via live video conferencing that's enriched by features such as live chat, private chat, and sharing screens and documents.

Our virtual classroom courses cost £825.00 plus VAT p/day inclusive up to 6 delegates. More learners can be added up to a limit of 10 charged at £50.00 plus VAT per person p/day. Courseware will be provided electronically.

We really ❤ helping UK organisations to master SharePoint Document Management. Our only question is: Will it be yours?

Our SharePoint Trainers are:

Inspirational subject experts with a wealth of experience, proven track records and excellent feedback.

Our SharePoint Courses are:

Flexible instructor-led courses catering to YOUR specific learning needs and training requirements.

Education is Our Passion:

Over 35,000 students trained across almost every industry, sector and background.

Why Choose Our SharePoint Courses?

• Reliability: We have a reputation built on trust and upon two decades worth of experience and expertise in the technology and training industries.
  
  
• Step-by-Step Courses: Instructor-led SharePoint training provided in-person with engaging step-by-step demos, lessons and hands-on exercises.
  
  
• Q&A courses: Dynamic and interactive SharePoint courses with ample time for questions and answers.
  
  
• The Personal Touch: Expert tuition from experienced and trusted specialists, tailored to your team's knowledge level and learning needs, and covering the SharePoint services, functions, collaborative features and skills they need most.
  
  
• Small Class Sizes: Private, corporate SharePoint training with a limit of 10 participants per session to ensure personalised attention.
  
  
• Scalable Courses: Can be run as one or more courses, or as a digital transformation training programme bringing entire departments and organisations up to the benchmark of SharePoint knowledge and confidence needed.
  
  
• Regular Teaching Hours: 9.30AM to 4.30PM with a lunch hour and short breaks morning and afternoon. Courses run week days, during normal business hours.

SharePoint Document Management Masterclass Course Outline

• Introduction to SharePoint Document Management
  1. What are SharePoint Online and Microsoft 365?
  2. Understanding Different SharePoint Versions and Licenses
  3. Connecting to and navigating SharePoint
  4. The Microsoft 365 Account Portal
  5. Discover content from the SharePoint Start Page
  6. Understanding SharePoint Permission Groups (Owners, Members, Visitors) and Levels (Manage, Edit, Read Only)
     
     
• Lesson 2: Using SharePoint Library Apps for Document Management
  1. Overview of Document Management
  2. Uploading Documents to SharePoint
  3. Creating New Documents within SharePoint
  4. Editing Documents via the Browser App
  5. Editing Documents in a Desktop Application (install SharePoint as an App)
  6. Secure Document Management with the 'Check-Out' Option
  7. Updating Document Properties (Metadata, Access) with the Details Panel
  8. Editing Documents in Grid View
  9. Document versioning for SharePoint (Understanding Major 'published' and Minor 'draft' versions)
  10. Adding templates to a SharePoint Library
  11. Deleting Documents and Document Recovery
  12. Adding a OneDrive Shortcut
      
      
• Lesson 3: Using Views and Meta Data to Create Library Columns in SharePoint
  1. What are SharePoint Views?
  2. What is SharePoint Metadata?
  3. Creating a new Column
  4. Customising SharePoint Columns with Conditional Formatting
  5. Customising Public Views for Columns
  6. Customising Private Views for Columns
     
     
• Lesson 4: Administering Document Sets in SharePoint
  1. What are Document Sets?
  2. Differences between Metadata-driven Document Sets and Traditional Folder Architecture
  3. Activating Document Sets
  4. Adding a Document Set to a SharePoint Library
     
     
• Lesson 5: Automated SharePoint Library Features and Code Free Administration
  1. Customise the SharePoint experience with 'Pin to Top', 'Favorite', 'Move', 'Copy' and 'Shortcut'
  2. Creating and managing Alerts with 'Automate' and 'Rules'
  3. Create Teams Chats and Share documents with 'Automate' and 'Quick Steps'
  4. Draft emails with document links using 'Automate' and 'Quick Steps'
  5. Using SharePoint approval workflows with 'Automate' and 'Request Sign Off'
     
     
• Lesson 6: Using List Apps
  1. What are Templates
  2. Creating a List from a Template
  3. Creating Custom Lists
  4. Creating and Modifying Columns
  5. Creating a List from Excel
  6. Creating Forms from a SharePoint List
  7. Creating and managing Alerts with 'Automate' and 'Rules'
  8. Using 'Automate' and 'Request Sign Off'
  9. Set a Reminder Workflow with 'Automate' and 'Reminder'
  10. Configuring an Automated Approval process
  11. Understanding Item Level Permissions within Lists
      
      
• Lesson 7: OneDrive for SharePoint
  1. Understanding OneDrive and SharePoint Integration
  2. Acessing and Navigating the OneDrive Home Page
  3. What is the 'My Files' root directory?
  4. Sharing from OneDrive
  5. Understanding 'Shared' content
  6. Centralised access with Favorites
     
     

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