CCH Learning NZ

Microsoft SharePoint 2025 – Document Management Basics

Online |
  • $195.00 excl. GST

Description

Discover how SharePoint can transform your document management and collaboration—perfect for beginners looking to boost productivity in today’s digital workplace

In today’s rapidly evolving digital workplace, collaboration and efficient document management are more critical than ever.
SharePoint, Microsoft’s premier platform, empowers organisations to create dynamic metadata, manage content, and streamline business processes with lists - whether you’re working remotely or right in the office.

This webinar is designed to demystify SharePoint for beginners, introduce its core functionalities, and provide practical guidance to help you harness its power for your organisation or personal productivity.

This introductory webinar provides theoretical basics and practical demonstrations for efficient document management in Microsoft SharePoint. It covers SharePoint’s core concepts, its role within Microsoft 365, and highlights its importance for modern collaboration and document administration. The session includes a number of demonstrations of folder and document management, libraries, lists, sharing, and collaborative features.

  • What is SharePoint, background, core concepts and its place in M365
  • Tour of the Interface and tips for navigating sites and document libraries
  • Creating content, with or without templates and file management
  • Uploading files and folders from Explorer and OneDrive
  • Creating and navigating folders and folder management
  • Searching, sorting and filtering
  • Collaboration and co-authoring
  • Sharing, permissions and version control
  • Sites, Document Libraries, Folders and Lists
  • Creating and customising columns, metadata and custom views
  • The basics of creating Lists and adding records

LEARNING OUTCOMES

By the end of this webinar, participants will be able to:

  • Describe the purpose of SharePoint and its role within the Microsoft 365 ecosystem.
  • Identify key features and components of SharePoint, including sites, document libraries, and lists.
  • Navigate SharePoint’s user interface and locate essential tools and resources.
  • Create and manage documents, understand templates, share settings, collaboration and version control.
  • Create and manage document information using folders, metadata, custom columns and views, and document libraries.
  • Create and track information using Lists within a SharePoint site.

SUITED TO

Suited to all professions that use SharePoint. Aimed at those that are new or self-taught in SharePoint document management, collaboration, sharing and lists.

PRESENTER

Cathi Barker, Microsoft Master, Software Solutions

Cathi Barker has over 40 years’ experience in IT, software and education. She started her company “Software Solutions” in 1994 where she still works today, teaching, supporting and developing solutions for clients throughout New Zealand and beyond https://www.softwaresolutions.co.nz/. Cathi has supported or taught over 12,000 people. She holds numerous credentials, including being New Zealand's first Microsoft Master, a Microsoft Innovative Educator, a Microsoft Certified Professional, and a Microsoft Certified Solution Developer. Cathi was the senior exam writer and reviewer of the Microsoft exams for 15 years based in New Zealand but working for Nivo and CertiPort in the USA. Cathi is a published author with six books published in various Microsoft applications through CCL Learning in Canada.

 

1.25 CPD Hours

Microsoft SharePoint 2025 – Document Management Basics

  • $195.00 excl. GST
Dec 11
Thu, 10:30 AM NZDT - Thu, 11:45 AM NZDT
Online |
  • $195.00 excl. GST