Managing Shared Documents with SharePoint

​Learn how to store, manage and collaborate on shared documents with SharePoint 2016. 

This course provides a comprehensive examination of SharePoint tools and techniques that can help you manage shared documents, including uploading files in multiple ways, manipulating documents, properties, sharing, searching efficiently, co-authoring, version history and more.

Successful completion of the course will lead to the  SharePoint Document Manager digital badge.  This digital badge certifies your skills. The badge will be recorded in your staff record of learning and can be integrated into digital CVs (e.g. LinkedIn) as evidence of your digital capabilities.

Target Audience

All ​Cardiff Met staff


A familiarity with Windows and Office is all that is required.

SharePoint Document Manager digital badge
The content was well thought out and I liked the extensive help. The Managing Shared Docs really helped in my day to day work.

Course Structure

​The course consists primarily of a 3.5 hour face-to-face training course. The session is very hands-on with a series of practice projects that are to be completed.

In addition, you will have access to:

  • a Learning Pool module that hosts the course materials
  • Support+ from Combined Knowledge; a series of "how-to" text and video guides for SharePoint
  • a SharePoint "sandbox" site, to experiment with SharePoint, and a realistic practice site
  • a Panopto video recording of the training session

To complete the course and gain the SharePoint Document Manager digital badge, you are required to complete the face-to-face training and pass a project based assessment, which is a series of document management tasks that need to be completed in a realistic SharePoint 2016 environment.

Estimated amount of learning time:

  • Classroom teaching: 3.5 hours
  • Practice projects: 1 - 2 hours
For a total of between 4 - 6 hours.

Upcoming Courses

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Specific Learning Outcomes

​By the end of the course trainees should be able to:

  • Identify the ways SharePoint can be used to manage documents and data.
  • Recognise the benefits of using SharePoint to store documents.
  • Utilise SharePoint team sites and libraries to access, store and manage shared documents, securely.
  • Search SharePoint efficiently.
  • Make use of SharePoint features, such as real-time collaboration, version history, properties and views to enhance the way documents are managed.

Digital Badge Certification

The SharePoint Document Manager digital badge is issued by Cardiff Metropolitan University through the Your Acclaim platform.

Earners of the SharePoint Document Manager badge are able to effectively store, manage and collaborate on documents stored in a SharePoint team site. They are able to access and save to SharePoint libraries in a variety of ways, search SharePoint efficiently, organize documents using metadata and views, and collaborate with colleagues using features such as real-time co-authoring and version history.

More specifically, earners have demonstrated that they are able to:

  • Create, open and edit documents stored on SharePoint.
  • Upload documents to SharePoint by three methods: through the browser, by saving directly and through explorer view.
  • Explain the role of the recycle bin and use it to recover documents.
  • Check who a document is shared with.
  • Describe how four permission levels (Read, Contribute/Edit, Full Control) affect the level of access.
  • Share (or make a request to share) documents with other people through the Share command.
  • Search sites and libraries by using the "Search this site", "Find a file" and search filters.
  • View and edit document properties (in the browser and Office applications).
  • Use and create Views to sort, filter and group documents.
  • Collaborate in real-time on Office documents.
  • Use Version History to review, restore and compare previous versions of a document.
  • Configure Alerts to be alerted when documents or libraries are modified.