Get to The PointWorking with 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. Course materials are written using Office 365 (New Look)/ SharePoint Online.

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.

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Interested in other locations?
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Upcoming Courses:

Event Venue Date

Course Summary:

Are you using SharePoint (or planning to) for Document Management? Do you need to understand the basics for yourself, or to train and support your team?

Find out what features SharePoint offers to make storing documents simple.

Course Pre-requisites: 

A general familiarity with using a browser such as Internet Explorer, and the basics of using Office would be advantageous, but not essential.

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

Target Audience:

  • End users;
  • those who need to know about working with documents in SharePoint;
  • anyone who requires an overview of how libraries, metadata and views work in SharePoint.

If you need to know about building libraries, metadata and content types, then the Managing Documents workshop is for you!

Course Content:

MODULE 1: WORKING WITH ONEDRIVE FOR BUSINESS (ODFB)

  • Uploading and Creating Documents
  • Syncing
  • Sharing Internally or with External Contacts

MODULE 2: WORKING WITH TEAM DOCUMENT LIBRARIES

  • New Look Libraries in O365 (SharePoint Online)
  • Viewing and Editing Documents
  • Uploading and Saving to SharePoint
  • Creating Documents
  • Using Metadata (Editing Properties)
  • Saving, Copying, Moving and Pinning Documents
  • Send a Link to a Document via Email
  • Document Versioning in Libraries
  • Co-authoring
  • Check Out and Check in

MODULE 3: USING VIEWS

  • Pinning Documents
  • Working with the Default View
  • Creating Personal Views

MODULE 4: REFERENCE

  • Sending Attachments using Outlook
  • Recycle Bin
  • Alerts