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SharePoint – Document Management

Tuesday, March 7, 9:00 am12:00 pm

Pre-registration required. For full course details (including location) or to register for this class, log into the UC Learning Center.

SharePoint is a powerful tool to manage documents and other files by providing secured, web-based document libraries. There are many features of libraries that can make your SharePoint experience a success, but it is equally important to understand the common pitfalls to avoid. This workshop takes a deep dive into SharePoint’s document management features including those that are often overlooked or underutilized. Of equal importance are the best practices that will be woven into the workshop.

Prerequisites:

  • SharePoint Fundamentals Class or hands-on experience
  • A desire and the time to adopt these techniques on the job

Features covered:

  • Uploading files to SharePoint
  • Check In / Check out
  • Version Control
  • Tagging and categorization of documents
  • Finding documents
  • Library/document permissions
  • Quick Edit – bulk update of properties
  • The power of views
  • Panel preview and viewing in browser
  • Alerts on changes to documents

Best Practices:

  • Why folders are bad in SharePoint
  • Benefits of metadata tagging
  • Limit the number of libraries
  • Keep permissions simple
  • Why you should use the Title field
  • File naming guidelines

 

Details

Date:
Tuesday, March 7
Time:
9:00 am – 12:00 pm
Event Category:

Organizer

Learning & Development
Email:
John.Blake@ucop.edu
Website:
http://www.ucop.edu/ucoplearningcenter/