Document Management Training for General Users

Half-day remote hands-on training for general business users on how to use SharePoint Online, OneDrive for Business and Microsoft Teams for document management and collaboration. The training modules can be tailored to suit your requirements. Book your free consultation call to discuss your Microsoft 365 document management user training requirements.

Training Summary

Half-day remote hands-on training for your SharePoint Online general users on how to use SharePoint Online application depending on your current SharePoint setup and use cases.

This training program is best suited if you have just rolled out SharePoint Online app and/or Intranet solution to your business users.

Training Agenda

List of items covered in the training:

  • Overview of Office 365 Apps and Services - What is Office 365 cloud platform?
  • SharePoint Online
    • What is SharePoint Online? Showcasing SharePoint use cases relevant to your setup. e.g. Intranet Portal, Document Management & Collaboration
    • Overview of SharePoint building blocks - Sites (SharePoint Home, Team Sites, Communication Sites, Lists, Libraries and Search)
    • When to use SharePoint Online?
    • How to access SharePoint Online sites?
    • Navigating SharePoint Sites (SharePoint Home, Top Bar, Quick Launch)
    • Using SharePoint Lists & Libraries
    • Using the Information Panel
    • Working with custom metadata
    • Working with document templates and content types
    • Creating personal list views using filtering and/or sorting
    • Sharing files internally and externally
  • OneDrive for Business
    • What is OneDrive for Business? How is OneDrive for Business different to SharePoint and Teams?
    • Managing your files using OneDrive for Business
    • Accessing your OneDrive for Business files on your desktop
    • Syncing your files from desktop to OneDrive for Business
    • Accessing your OneDrive for Business files on your mobile device
    • Sharing your files from OneDrive for Business
    • Restoring your files
  • Microsoft Teams
    • How to use Microsoft Teams for document management?
    • Working with documents during online meetings?
    • Microsoft Loop components to create and collaborate on content snippets.
  • Searching for Sites, Files & People
  • Collaborating on documents

Target Audience:

The SharePoint Online Basic training is targeted for:

  • All business users in your organisation

Deliverables:

During the training, you will get the following deliverables.

  • Hands-on training exercise
  • Quick Reference Guide

Class Size:

Each training session is strictly limited to 10 attendees.

FAQs

Ready to get started?

Microsoft 365 document management training modules can be tailored to suit your requirements. Book your free consultation call to discuss your training requirements.