Get to The PointManaging Documents workshop

Course Duration: Half  Day

This is a 3-hour workshop-style hands-on training session.

This course is suitable for those using Office 365 / SharePoint Online, as well as SharePoint on Premise.

An Office 365 / SharePoint Online training environment is used for attendees.

This can also be on-site help for a group of your staff –
ask us about pricing to run this for your team!

PRICE: $299 (plus GST)

per person.

Register Your Interest

 

Can’t make our scheduled courses? Interested in other locations? Let us know!

Upcoming Courses:

Event Venue Date

Course Summary:

Take your document management in SharePoint to the next level.

Learn how to target metadata, use templates and workflows so file shares become a thing of the past.

Course Pre-requisites: 

A basic familiarity with SharePoint (such as how to create a library) would be advantageous, but not essential.

Attendees are required to BRING YOUR OWN LAPTOP to the course.

Target Audience:

  • Those who need to create and manage their document libraries;
  • anyone who needs to understand Metadata and Views to make it simple for users to access their information.

Course Content:

MODULE 1: CONFIGURING LIBRARIES

  • Creating Libraries
  • Versioning Settings
  • Check in , Check out and advanced features
  • Permissions – Inheritance and Limiting Access

MODULE 2: DISPLAYING DOCUMENTS

  • Creating Effective Views
  • Pages and Web Parts to Display Key Documents

MODULE 3: EFFECTIVE DOCUMENT MANAGEMENT

  • Folders or Metadata?
  • Column Default Values
  • Content Approval on Items
  • Out-of-the-box Workflows on Documents

MODULE 4: MANAGING CONTENT TYPES

  • Adding Existing Content Types
  • Site Columns vs. List Columns
  • Creating Content Types to Manage Multiple Types of Documents (and Templates) in the same Library