SharePoint Online: Managing Documents

Take your document management workflow to the cloud. Discover the basics of creating, editing, sharing, and managing documents in SharePoint Online.

Take your document management workflow to the cloud. In this course, author and SharePoint training consultant Mark Abdelnour will show you the fundamentals of managing documents with SharePoint Online. He begins with an introduction to SharePoint and then moves into uploading and working with files, editing documents, downloading documents, sharing files, using document history, and creating custom views. The course wraps up with a series of time-saving shortcuts for searching, filtering, printing, and exporting document libraries. The perfect primer for those new to SharePoint, this course demonstrates the ins and outs of working with the platform to accomplish your daily tasks.

Introduction

• Welcome
• Getting the most out of this course

1. SharePoint Online

• Understand SharePoint Online
• Access SharePoint Online

2. Create and Work with Documents

• Create a new document
• Upload files
• Document Details pane
• Create a folder
• Create a link to a document

3. Document Collaboration

• Edit documents
• Share files
• Copy links
• Document version history
• Download copies
• Copy documents

4. Work with Document Views

• Create views
• Create a "last modified by me" view
• Use File Explorer view
• Use Quick Edit view
• Work with document pins

5. Document Management Hidden Gems

• In-library search
• Filtering pane
• Cancel upload
• Export to Excel

Conclusion

• Next steps