Introduction to SharePoint (half-day)

With many organisations now moving to Cloud-based working, knowledge and understanding of SharePoint is essential. SharePoint Libraries allow you to share your files across teams and organisations, keeping your documents secure and allowing for easy collaboration.

This half-day course takes you through all the essentials of SharePoint, including navigating Libraries, creating, editing and uploading documents, and using the desktop versions of SharePoint and Microsoft Office.

Course Overview

Learn the basics of navigating and working within a SharePoint site. This session gives you the confidence to upload, share, and manage files in a cloud-based environment, perfect for collaborating across teams.

 

Why take this course?

  • Get to grips with SharePoint and feel more confident using it
  • Learn how to access, upload and organise shared documents
  • Discover how SharePoint supports remote collaboration
  • Save time navigating your team’s shared resources

Who is this course for?

This course is ideal for beginners who are new to SharePoint or want to feel more confident using their organisation’s shared site and resources.

Duration

Half day

Classroom size

8 approx.

Location

Online or Classroom

Certificate

1 Certification

Experience

Beginner

What you will learn

  • Navigate a SharePoint site and locate key resources
  • Upload and manage files and folders
  • Use version history and check-in/check-out features
  • Understand permissions and sharing options
  • Use SharePoint as a team collaboration tool

Course Timetable

This course will be taught in the latest version of the software. We can train this in older versions if needed – please get in touch for more information and availability.

What is SharePoint?

  • The Cloud and your data
  • Navigating SharePoint
  • Concept of permissions
  • SharePoint features
  • Lists
  • Libraries
  • Power Apps

Libraries

  • Finding documents
  • Sorting and filtering
  • Using Search
  • Filters pane
  • Details pane
  • Opening Documents
  • Editing documents
  • Uploading documents
  • Documents templates
  • Creating new Documents
  • Creating Folders
  • Breadcrumb Navigation
  • Moving documents

Advanced Library features

  • Synchronising
  • Always keep on this device
  • Cautions
  • Co-Authoring
  • Check-in/Check-out
  • Version control
  • Sharing
  • Similarities to OneDrive
  • Implications of sharing
  • Pinning useful documents

Desktop apps and SharePoint

  • Why use the web interface?
  • Using synced folders in Windows file explorer
  • Limitations
  • Cautions
  • Saving into your SharePoint libraries from your desktop apps
  • Switching between web Apps and Desktop Apps

Ready to take the next step?

We are here to help!

This course is only available as a one-to-one or private group booking.

For pricing and availability, send us a message using the form, leave us a message on 020 7375 7300, or speak to an Account Manager straight away using our Live Chat service in the bottom right of your screen!

Testimonials From Happy Learners

Looking for Private Group Training?

If you have three or more learners, a private group training could be cheaper.

We can tailor the content to your team, and host the training remotely, at your workplace or here at Happy’s HQ in Aldgate, Central London.

The Happy guarantee

We want everyone to go away from our courses feeling as though they have learnt useful, practical skills that they can use straight away when they go back to work.

If you don’t feel that your training has been useful or if you are unhappy in any way, please get in touch with our Customer Services team within 30 days of the course.

We will be happy to offer you additional support and training free of charge to help you to gain the skills you need, or if you’d prefer, a full refund.

Why Choose happy?

Because Happiness Works

Joy leads to success, every time,

Expert-Led & Hands-On

Our award-winning training isn’t just theoretical. It’s packed with practical tools you can use straight away.

B Corp Certified & Proud

We don’t just talk about impact — we live it. As a B Corp, we’re committed to making workplaces better for everyone.

Classroom or live online learning available

Both available for public and private dates.

The small print

For Live Online Interactive Learning sessions (webinars)

The course will run remotely for a full day consisting of three 90-minute live online sessions with independent work in between. 

All learners will need to install Zoom on their machines. Full technical requirements are on the Zoom website. Your link will be included in your joining instructions once you have booked your place — if you haven’t received this email then please contact our team.

Learners should log into the session 10 minutes before the start time to ensure that they have downloaded and set up Zoom correctly. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. Unfortunately you will be asked to leave and attend a different day if you arrive more than 15 minutes late for online sessions, and more than 30 minutes late for classroom sessions.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

For classroom sessions

All public classroom sessions take place at Happy’s HQ in London at Robert Dolan House, 9 Alie Street, London E1 8DE. Please see our Contact Us page for full directions and a PDF map.

The course will run from 10am to 4:45pm (lunch is served 1pm to 1:45pm — we offer a choice of 3 cold bowl dishes). Please be careful to arrive by 9:45am for registration and refreshments. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. If you arrive over 30 minutes late you may be asked to leave and attend another day.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

FAQs

What if I have a Mac?

If you are a Mac user, please let us know when booking. If the course is held in the classroom at Happy, the training is held on PCs so we recommend that you bring your Macbook with you (we are not able to provide an additional monitor). For online training, please let us know when booking and you can use your Mac as normal. We provide a PDF with shortcuts for Mac users and your trainer will refer to this throughout the training.