Introduction to SharePoint

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.

I work in the public sector or for a charity. How do I claim my discounted rate?

If you are eligible for a discounted rate you will see this on the final stage of the shopping cart after you have either logged in or set up your account (if you are a new user). Discount codes can also be added on this final page.

 

If you have any issues, get in touch with our friendly team for help.

I can’t attend my course. Can I rebook or cancel my place?

For our public dates, if you give us at least 14 days’ notice, you can rebook on another date or cancel your place at no extra cost. For less than 14 days, there is a charge – please see our Terms and Conditions for full details. If a colleague can take your place, no extra fee applies (even if it’s at the last minute).


For private group bookings, there is no charge if you give us at least 28 days’ notice. Cancellations after this time will incur 100% of the cost of the course. Please speak to your Account Manager or email speak to our friendly team.

What qualification do I receive after my course?

After attending your course, you will receive a certificate of attendance.   If your chosen course is certified by the CPD Certification Service, you can track and log your hours of learning using the myCPD Portal.

Where are your classroom courses held?

We are based at Robert Dolan House, 9 Alie Street, London E1 8DE. We are just 5 minutes’ walk from Aldgate and Aldgate East.

 

Please see our Contact Us page for a map and directions, or search on Google Maps for Happy Ltd.


For private group bookings, we can hold this course at Happy, inhouse at your workplace, or at a location of your choice, as long as you have a suitable space

What qualification do I receive after my course?

After attending your course, you will receive a certificate of attendance.

 

If your chosen course is certified by the CPD Certification Service, you can track and log your hours of learning using the myCPD Portal.