Microsoft 365 Document Management Training

Remote training for your business users on how to use SharePoint Online & OneDrive for Business for productive and secure document collaboration and management.

Training Overview

Are your users struggling to get their heads around how to use Office 365 apps to manage their work documents? In this half-day onsite hands-on training, your users will learn how to use SharePoint Online & OneDrive for effective and secure document management.

This is a must-do Office 365 training if you are migrating your legacy document management systems or network file shares to SharePoint Online and OneDrive for Business.

Target Audience:

The Office 365 document management training is targeted for:

  • All business users in your organisation

Deliverables:

During the training, you will get the following deliverables.

  • Hands-on training exercises
  • Access to recorded training sessions.

Class Size:

Each training session is limited to fifteen attendees.

Training Agenda

List of learning modules covered in the training:

  • What is OneDrive for Business? How is it different from SharePoint Online?
  • When to use OneDrive for Business?
  • When to use SharePoint Online?
  • Document Management & Collaboration
    • Saving documents to SharePoint Online or OneDrive for Business
    • Copying and Moving documents from OneDrive for Business to SharePoint Online
    • Working with documents (Microsoft Word, Excel and PowerPoint).
    • Co-authoring documents
    • Sharing document links (instead of email attachments) in email
    • Managing Document Versions
    • Bookmarking documents for future reference
    • Taking documents offline
    • On-demand file sync using OneDrive client on the desktop
  • Using SharePoint Online and OneDrive mobile apps (both iOS & Android platforms)
    • Signing into the mobile apps
    • Navigating the mobile apps
    • Using the SharePoint App
      • Search SharePoint
      • News Tab
      • Saving for later
      • Managing Notifications
    • Using OneDrive for Business App
      • Files Tab – Scan, Upload new files
      • Office Lens – Scan and Save documents, whiteboards and business cards directly to OneDrive.
      • Access shared files –
      • Access shared SharePoint libraries
      • Search Documents

FAQs

We require at least two weeks’ notice to book the training session.

The training is delivered remotely using Modern Work’s remote classroom training software called BigMarker. Please make sure you run the BigMarker System Check to ensure your users don’t have any technical issues attending the training.

No prior knowledge of SharePoint or OneDrive for business is required for this training.

No, the trainer will use Office 365 tenant managed by Modern Work Group during the training.

We recommend keeping the online learning classroom sizes small to support better interaction and attendee experience. The maximum number of attendees you can have in a session is fifteen. If you want us to train more than fifteen users, you need to book more sessions.