Advanced document management with Microsoft 365 - Training Courses

Course outline

Duration : 2 days

Learn how to develop, configure and apply retention policies for electronic documents.
Audience	Archivists, document managers, analysts and SharePoint administrators who want to expand their expertise with Microsoft 365 to deploy and manage electronic document management solutions.
Prerequisites	It is recommended to have a basic knowledge of the tools available in Office 365 or to have completed the course Collaborate efficiently with Office 365 and Teams.
Teaching Method	Lectures - Demonstrations - Guided and individual exercises
Objectives	Introduce the key electronic document management tools available in SharePoint Online and Office 365 Present means to automate the lifecycle of electronic documents using Office 365 applications Develop, configure and implement retention policies for electronic documents
Contents	Information architecture Introducing Office 365 and SharePoint Identifying and analysing document management needs Information architecture design Hubs and team sites configuration Libraries Navigation, displays and filters Content type and metadata Doc sets Indexing and query scheme Authorization and access management Retention strategies Compliance Centre Roles and authorization of the compliance centre Creating and managing retention labels File management plan Label strategies Applying labels to content Creating and managing events Destruction of documents Archive and record management