SharePoint Documents – Beginner

Learning Objectives

Learn how to use SharePoint libraries and their basic functionality. Know how to manage access to documents in the SharePoint environment and know how to manage multiple libraries.

Prerequisite

Basic knowledge of Office applications.

Content

The SharePoint site

The Microsoft 365 Group

• Definition of a Microsoft 365 group
• Outlook Tools
• Manage a Microsoft 365 Group

The Team Site 

• OneDrive / SharePoint Difference
• Manage the group via SharePoint
• Manage the group through Teams
• Document libraries
• Create a library
• Accessing the root of a library
• Access libraries via the desktop apps
• Private channel libraries
• Shared channel libraries

Links with TEAMS

• Create a team for a group
• The Files on Channels tabs
• Folders by channel
• Editing in TEAMS
• Switch to the desktop app
• Pin documents

Document Management

Manage documents in the cloud

• Recent / Favorites
• Document search
• Document sharing
• Manage access
• Coedition
• Version history
• Check Out / Check In
• Synchronization / Adding a folder in OneDrive