SharePoint for document management
Specific results you can expect:
- 75% of participants reduce document search time by 65% in the first month
- Better organized document libraries with a clear structure
- More efficient collaboration on documents through versioning and permissions
- A more secure approach to business document management
- Seamless integration between SharePoint, Office applications, and OneDrive
After training, your team will know how to:
- Organizes document libraries for maximum efficiency
- Manages document versions and controls access through permissions
- Use SharePoint lists to structure information
- Integrates SharePoint with Office applications for productive work
- Creates and manages websites for various projects and teams
- Connects OneDrive with SharePoint for a complete cloud solution
We will work on:
- Strategic organization of document libraries (because without structure there is no efficiency),
- Version and permission management for secure collaboration,
- Integration with Office applications for productive work,
- Creating a system that enables quick document retrieval,
- And connecting SharePoint with OneDrive for a complete cloud solution.
In the end, each participant receives practical tools they can use immediately – from organizational templates to best practices for document management.
This training is not theoretical – it focuses on practical techniques that you can apply tomorrow. 75% of participants reduce document search time by 65% in the first month, and their teams become more organized through a structured approach to document management.
- What awaits you?
Training content by modules
The training is organized through 7 connected modules that build on each other and create a complete picture of efficient document management through SharePoint:
1. Introduction to SharePoint Online
- Navigating the SharePoint interface and basic functionalities
- Understanding SharePoint architecture and components
- Setting up profiles and basic settings
- Overview of SharePoint platform capabilities
2. SharePoint lists basics
- Create and manage lists to structure information
- Types of columns and their purpose
- Filtering, sorting, and searching lists
- Best practices for data organization
3. Library Basics
- Create and organize document libraries
- Upload, organize and categorize documents
- Management of metadata and document properties
- Folder structure vs. metadata access
4. Working with list and library views
- Creating custom views for different needs
- Filtering and grouping documents
- Personalization of views for different users
- Display optimization for better performance
5. Integration with Office
- Seamless work with Word, Excel and PowerPoint documents
- Co-authoring and real-time collaboration
- Check-in/check-out functionality
- Synchronization with desktop Office applications
6. Working with websites
- Creation and management of SharePoint sites
- Team sites vs. Communication sites
- Management of navigation and site structure
- Site personalization for different needs
7. Integration of OneDrive and SharePoint Online
- Connecting personal and team cloud space
- Synchronization of documents between platforms
- Access and sharing management
- Best practices for hybrid usage
How does SharePoint training work?
The training adapts to your company's needs through various delivery formats. We can organize in-house training directly at your business premises, which allows complete adaptation to your work atmosphere and company culture.
Alternatively, the training can be conducted online via Microsoft Teams platform, which is ideal when you have employees at different locations or want to reduce travel costs. We also offer a hybrid format that combines in-person and online instruction, adapting to your team's specificities.
For online training, a stable internet connection is required, a computer or laptop with camera and microphone, as well as the Microsoft Teams application. Access to shared documents during training is also necessary.
All materials are provided in digital format, which enables easy sharing with colleagues and access to materials even after training completion.
Upon training completion, each participant receives a digital attendance certificate that confirms acquired competencies. This certificate can be used for personal portfolio or company HR records.
Who teaches SharePoint document management training?
The trainings are conducted by my long-term collaborators - trainers in the field of SharePoint and document management with years of practical experience in implementing SharePoint solutions in various industries. These are not theoreticians, but professionals who have successfully led digital document transformations in real business environments.
My trainers have practically implemented all the SharePoint functionalities they teach, which allows them to share concrete experiences about how SharePoint affects the organization and productivity of teams. Each trainer goes through a selection process where I evaluate the practical experience with the SharePoint platform, the ability to transfer knowledge and the results they achieved through the improvement of document management.
As a consultant, I analyze your industry, company culture, and the specific document management needs you face, and then select the most appropriate trainer for your needs. During the training, I monitor the quality of the delivery and make sure that the content is adapted to your reality and that the participants get practical tools that they can use immediately.
This approach guarantees that you will receive a trainer who understands your business, the specifics of document management in your industry, and can answer specific questions related to SharePoint in your specific situation.
Who is it intended for?
This training was created for all employees who work with documents in the Microsoft 365 environment, regardless of the current level of experience with the SharePoint platform. It is especially useful for administrative staff who manage a large number of documents, project managers who coordinate teams through shared resources, and all professionals who want to improve organization and access to documents.
The training is ideal for IT administrators who implement SharePoint solutions, HR professionals who manage policies and procedures, managers who need centralized management of project documents, as well as all employees who want to become more efficient in finding and organizing documents.
It is designed to be useful both for beginners who are just starting to use SharePoint, and for those who already use the basic functionalities but want to master advanced document management techniques. Regardless of your current level of experience with the SharePoint platform, anyone can benefit from a structured approach to document management.
Regardless of industry or company size, any organization using Microsoft 365 can benefit from this training to improve organization and access to documents.
How long does it last?
This training is designed as an intensive education covering all key aspects of SharePoint document management.
Standard format - one working block of three hours covers all 7 modules through real examples and experiences of lecturers, interactive scenarios and analysis of specific situations. This format is optimized to deliver maximum knowledge with minimal employee absenteeism, which is ideal for organizations that want to quickly and efficiently educate their teams.
During the training, the participants go through all the modules with enough time for questions, discussion and analysis of concrete situations from the lecturer's practice. The training is structured to keep the participants focused and allow them to immediately apply what they have learned in their daily use of the SharePoint platform.
The three-hour duration allows organizations to educate employees without significantly impacting day-to-day operations, while ensuring everyone gets the knowledge they need to effectively manage documents through SharePoint.
It is recommended that participants have:
- Experience working with documents in a business environment
- Motivation to learn advanced document management techniques
- Willingness to change existing file organization habits
- Openness to adopt new ways of digital collaboration on documents
- They want to improve their team's efficiency through SharePoint tools
Training price list
The price of the training depends on the number of participants, which allows us to provide the optimal level of attention to each participant:
For a small group (1 to 10) of participants
This approach allows organizations to educate a large number of employees at once, which is especially important for Microsoft Teams because all team members need to be familiar with the platform for effective digital collaboration.
110 EUR
+VAT
per student
The training includes:
- Better dynamics of learning through group discussions
- Exchange of experiences between colleagues from the same organization
- Creating a shared culture of using Teams tools
- A more effective approach to the education of a larger number of employees
- All materials and practical guides
- Digital certificate of attendance
- Support during training
- Lecturer experiences and real examples adapted to the specifics of your industry
For a larger group (11+ participants)
Larger groups bring the dynamics of teamwork, the exchange of experiences between participants and the possibility of learning through interaction with colleagues.
75 EUR
+VAT
per student
The training includes:
- Better dynamics of learning through group discussions
- Exchange of experiences between colleagues from the same organization
- Creating a shared culture of using Teams tools
- A more effective approach to the education of a larger number of employees
- All materials and practical guides
- Digital certificate of attendance
- Support during training
- Lecturer experiences and real examples adapted to the specifics of your industry
Notes: 1. Registration of 10 participants or more from your company is necessary for this training. 2. Possibility of customized offer for 25+ participants.
