SharePoint Course - Advanced - Hong Kong
SharePoint Advanced Document Governance Course
Take your SharePoint skills to the next level with Nexacu’s SharePoint Advanced Document Governance course. This instructor-led course is designed for site managers and experienced SharePoint users who need to implement more structured approaches to document management, security and governance.
You will learn how to classify and organise information using metadata and taxonomy, create reusable content types, apply retention and sensitivity labels and configure important SharePoint security settings. These skills will help you manage document consistency, lifecycle, access and compliance across your organisation.
This course is designed for people who manage SharePoint sites and want to improve document management, governance and protection. Participants should already be confident creating and managing SharePoint sites.
Some features demonstrated in this course require administrator access. Understanding these features is still valuable for site managers and power users who work with their organisation’s SharePoint administrator.
SharePoint Advanced Document Governance is designed for site managers, administrators and power users who need to introduce more consistent and secure information-management practices. The course focuses on the tools used to classify, protect and manage documents throughout their lifecycle.
Participants learn how managed metadata and taxonomy can be used to organise information consistently across SharePoint. These features make documents easier to classify, locate and manage while reducing reliance on inconsistent folder structures or manually entered information.
The course also covers content types and corporate templates. Content types help organisations standardise document properties, metadata and templates so that employees can create and manage information using consistent structures and processes.
Retention and sensitivity labels are explored to help participants understand how SharePoint supports document lifecycle management, information protection and compliance. You will learn how these labels can be used to retain information for required periods and control how sensitive documents are accessed and handled.
Some governance and security features require Microsoft 365 or SharePoint administrator permissions. The course provides site managers with an understanding of these capabilities so they can work more effectively with administrators when planning or implementing document-governance requirements.
We currently have no public courses scheduled. Please contact us to register your interest.
SharePoint BeginnerLearn the basics of Microsoft SharePoint. Navigate sites, manage lists and libraries, and collaborate online. Perfect for new users.
SharePoint IntermediateBuild and manage SharePoint sites with confidence. Learn site creation, custom lists, libraries, and basic automation tools.
SharePoint Advanced (Site Owner)Master advanced SharePoint features. Create workflows, connect web parts, and optimise site structure and navigation.
Taxonomy
Introduction to managed metadata
Planning a taxonomy structure
Creating a taxonomy manually
Importing metadata from Excel via CSV
Applying metadata to libraries and documents
Creating custom views to filter and group files
Content Types
Overview of content types
Creating document-based content types
Uploading and associating document templates
Adding metadata fields, including site columns and taxonomy fields
Setting information management policies
Publishing content types
Adding content types to libraries
Library and Site-Level Settings
Record declaration and in-place records management
Configuring document IDs
Retention Labels and Policy
Overview of document retention in Microsoft 365
Creating and publishing retention labels
Applying labels to individual documents and entire libraries
Sensitivity Labels / Information Protection
Creating and applying sensitivity labels
Setting policies to restrict sharing and external access
Understanding document information protection policies
Security
Key differences in site types and related security structures
Using and breaking permission inheritance
Managing groups and custom permission levels
Overview of extended document management and security features:
Data Loss Prevention (DLP)
eDiscovery
What is SharePoint Online?
SharePoint Online is a Microsoft 365 collaboration platform used to create sites, manage documents, store shared information and support teamwork across an organisation. It helps teams create centralised workspaces for files, lists, libraries, project information and internal communication.
Which SharePoint course should I choose?
Choose SharePoint Beginner if you are new to SharePoint and need to learn how to navigate sites, work with documents, and use lists and libraries. SharePoint Intermediate is suited to users who want to build stronger site and content management skills. SharePoint Advanced Site Owner and SharePoint Advanced Document Governance are designed for users responsible for site ownership, permissions, metadata, document control and governance.
Is SharePoint training suitable for beginners?
Yes. Nexacu’s SharePoint Beginner course is designed for users who are new to Microsoft SharePoint or have limited experience. It covers essential skills such as navigating SharePoint sites, working with documents, using lists and libraries, and understanding how SharePoint supports workplace collaboration.
What will I learn in Microsoft SharePoint training?
Nexacu’s Microsoft SharePoint training courses cover practical workplace skills such as navigating SharePoint sites, managing document libraries, using lists, organising content, working with permissions, improving collaboration and applying SharePoint features to business processes. Advanced courses may also cover site ownership, metadata, governance and document management practices.
What is the difference between SharePoint Beginner and SharePoint Intermediate?
SharePoint Beginner focuses on the fundamentals of using SharePoint, including site navigation, documents, lists and libraries. SharePoint Intermediate is designed for users who already understand the basics and want to build stronger skills in site content, structure, collaboration features and managing information more effectively.
Can SharePoint training help with document management?
Yes. SharePoint training can help users improve document management by teaching practical skills in document libraries, version history, metadata, permissions, content organisation and governance. These skills are useful for teams that need more consistent ways to store, find, share and manage business documents.
What is the difference between SharePoint and OneDrive?
OneDrive is generally used for individual file storage and personal work files, while SharePoint is designed for team sites, shared document libraries, collaboration and organisational information management. SharePoint training helps users understand when to use SharePoint for shared workplace content, document control and team collaboration.
What is the difference between SharePoint and Microsoft Teams?
Microsoft Teams is mainly used for chat, meetings and team communication, while SharePoint supports the document libraries, sites and shared content behind many Teams workspaces. SharePoint training helps users understand how files, permissions and site structures work across Microsoft Teams and SharePoint.
Is SharePoint training suitable for the workplace?
Yes. Nexacu’s SharePoint courses are designed for practical workplace use. Training focuses on skills that help users manage documents, organise information, collaborate with colleagues, maintain SharePoint sites and improve day-to-day productivity with Microsoft SharePoint.
Do you offer SharePoint training for corporate teams?
Yes. Nexacu offers SharePoint corporate training for teams and organisations that need consistent skills in SharePoint document management, site use, collaboration, permissions and governance.
SharePoint BeginnerLearn the basics of Microsoft SharePoint. Navigate sites, manage lists and libraries, and collaborate online. Perfect for new users.
SharePoint IntermediateBuild and manage SharePoint sites with confidence. Learn site creation, custom lists, libraries, and basic automation tools.
SharePoint Advanced (Site Owner)Master advanced SharePoint features. Create workflows, connect web parts, and optimise site structure and navigation.
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