SharePoint Document Management Course (On-Demand)

It’s fully self-paced and on-demand. You watch pre-recorded video lessons on your own schedule, pausing, rewinding, and replaying any segment as many times as you need – there are no scheduled sessions to attend. If you’d prefer live, instructor-led training with real-time Q&A, Greg offers live training as a separate option.

Lifetime access. Once you enroll, the course is yours to keep – no time limit, no expiration, and no need to re-enroll. You can revisit any lesson whenever you need a refresher or when Microsoft changes something in SharePoint or Microsoft 365.

Click Enroll, create an account, and complete checkout – the whole process takes about two minutes, and access is granted instantly. You can start watching lessons within seconds of enrolling, from any device with a web browser. No waiting period and no manual approval.

No. Every Academy course is built for business users, site owners, and accidental SharePoint admins – people who use SharePoint as part of their job, not as their job. No coding, developer experience, or IT background is required.

Yes. Volume licensing discounts are available for teams of 6 or more, with steeper per-seat pricing as the team grows. Volume licensing also includes centralized enrollment management, so you can add or remove team members without each person going through individual checkout. See the Volume Licensing page for details.

Yes. Closed captions are available on every video lesson and can be toggled on or off during playback. They are useful both for accessibility and for quickly scanning a lesson to find a specific topic without watching the entire segment from start to finish.

A content type is a reusable template for a kind of document – it bundles the right metadata columns, a document template, and settings so every contract, policy, or invoice is created and tagged consistently. A document set is a folder-like container that groups related documents that share common metadata and settings. Together, they let you organize documents by what they are, not where they sit.

The Metadata course teaches the foundation – designing and setting up metadata, columns, and the Term Store. This Document Management course builds on top of that, going deeper into content types and document sets for more advanced document organization. Most people take the Metadata course first, then this one to build on it.

It’s strongly recommended. This course builds directly on metadata concepts – columns, views, and the Term Store – and content types and document sets assume you’re comfortable with them. If you already understand and use metadata in SharePoint, you can start here; if not, take the Metadata course first for the groundwork.

You’ll be able to create content types that apply the right metadata columns and document template automatically, so every document of a given type is consistent from the moment it’s created. You’ll also learn to apply content types across multiple libraries and sites, giving you consistent document organization at an organizational scale rather than library by library.

Document sets group related documents that belong together – like all the files for a single project, client, or case – into one container that shares common metadata and settings. Instead of scattering related files or burying them in folders, you manage them as a unit, with shared properties applied across every document in the set.

Yes. Microsoft Copilot grounds its answers on your SharePoint content, so documents that are consistently typed, tagged, and organized with content types help Copilot return more accurate, relevant results. The advanced organization techniques in this course improve findability for both your team and Copilot, so the same work pays off twice.