SharePoint Collaboration & Document Management

Collaboration & Document Management on SharePoint 2016 Course


About the course
This one day class in BoKaap, Cape Town is designed for SharePoint team members and end users who need to know how to use the team collaboration, document management and social features of Microsoft SharePoint 2016. 2
KO South Africa conducts computer classes in Microsoft, Cisco, Adobe, Oracle etc. whilst also catering for students who need accredited online IT learning or certification, through our vast catalogue of online courses, and our courses are available in Africa, and worldwide, enabling 2KO students the opportunity to study courses online world-wide, to ensure students have access to the best training possible. Students who do this course may also like SharePoint 2016 End User Training.

Who should do this course in Cape Town?
SharePoint end users.
SharePoint Site Owners and Power Users who will be attending a SharePoint 2016 Site Owner class.
SharePoint administrators and developers..

Course outline
Introduction to SharePoint 2016 for Collaboration and Document Management

After completing this course, students will be able to:

  • Navigate SharePoint sites.
  • Manage content in lists and libraries.
  • Create and edit Alerts.
  • Collaborate using Tasks lists, Calendars and Document libraries.
  • Work with libraries, including upload, download, editing, content approval, check out/in and versioning.
  • Use the SharePoint social features.
  • Use OneDrive for Business.


Course Outline

Module 1:

SharePoint Overview

This module provides an overview of SharePoint and Office 365. It explores the use of SharePoint for team collaboration and document management.



  • SharePoint
  • Team Collaboration
  • Document Management
  • SharePoint Web Sites
  • SharePoint Security


Module 2:

Accessing SharePoint

This module explains how connect to SharePoint, find your way around sites and libraries, follow sites and use the App Launcher.



  • Accessing SharePoint
  • Following Sites
  • SharePoint Navigation
  • Quick Launch and Other Links
  • List and Library Navigation
  • The Ribbon
  • Regional Settings

Lab : Accessing SharePoint

  • Working with the App Launcher and Following Sites.
  • Navigating Libraries.
  • Changing your Time Zone settings.


Module 3:

SharePoint Libraries

This module explains how work with SharePoint libraries, from uploading files to working with versioning and check out/in. You will learn how to create and edit documents in SharePoint using Office Online and how to use the co-authoring features.



  • Libraries
  • Document Libraries
  • Document Library Pages and Web Parts
  • Document Library Ribbons and Menus
  • Opening and Downloading Documents
  • Following Documents
  • Working with Office Online server and Co-authoring

Lab : SharePoint Libraries

  • Exploring Libraries and Office Online.
  • Working with the Co-authoring features of Excel.
  • Working with Checked Out Files.
  • Creating and Managing Alerts.
  • Uploading Files.
  • Creating a New Document with Office Online and Working with Content Approval.
  • Working with Versioning.


Module 4:

SharePoint Lists

This module explains how to work with both the out of the box sample lists and custom lists. Here we will add, edit and delete list items, work with list views and synchronize Task and Calendar lists to Outlook.



  • SharePoint Lists
  • Working with a Custom SharePoint List
  • Working with SharePoint Task Lists
  • Adding and Updating Tasks
  • Using Task Views
  • Synchronizing Task Lists with Outlook
  • Working with SharePoint Calendars
  • Calendar Navigation and Views
  • Add Calendar Events
  • Synchronizing SharePoint Calendars with Outlook

Lab : SharePoint Lists

  • Adding items to a custom list.
  • Working with the Quick Edit view.
  • Creating and Updating Tasks.
  • Working with List Views.
  • Working with Calendar Events.

Module 5:

SharePoint Search

This module explains how to use SharePoint Search to find sites, documents and list items.



  • SharePoint Search
  • What is Searchable
  • Search Tips and Tricks

Lab : SharePoint Search

  • Searching by keywords
  • Searching by property
  • Searching for people


Module 6:

SharePoint Social Features

This module introduces the SharePoint 2016 social features.



  • SharePoint Social Features
  • Interacting with People
  • About Me

Lab : None


Module 7:


This module explorers the SharePoint Newsfeed page, explorers the Follow features for sites, documents, users and tags, and introduces SharePoint Micro-blogging.



  • Your Newsfeed
  • Micro-blogging

Lab : None


Module 8:

One Drive for Business

This module explains how to use OneDrive for Business to store and share files.



  • OneDrive
  • OneDrive in SharePoint 2016 vs. OneDrive in Office 365
  • Sharing Files
  • Sync’ing Files to Your Device


Lab : None