SharePoint – Document Management

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