Learn how to develop, configure and apply retention policies for electronic documents.
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Duration: 2 days
Regular price: $1,500
Preferential price: $1,280
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.
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
Surround yourself with the best
Frédéric Paradis
Certified Trainer and Cloud Architect
As a certified Microsoft trainer, Frédéric describes himself as a Cloud magician who easily navigates the mythical space between technology and reality.
Marc Maisonneuve
Training program director
Marc Maisonneuve has acted as a Training Program Director, professional effectiveness trainer and user tools practice leader at AFI for several years. Mr. Maisonneuve is known for his analytical skills, his legendary calm and his undeniable desire to encourage people to develop their skills. He has the ability to present technological solutions in a natural way and to adapt them to the concrete needs of the workplace.
Vicky Moreau
Trainer
Vicky Moreau is a passionate freelancer and professional in the area of office automation. She holds a college diploma in office automation, most of her solid experience with the Office Suite was acquired while being an autodidact. In fact, she has successfully completed an MOS (Microsoft Office Specialist) Excel certification.
Francis Ferland-Stevenson
Trainer
Francis began as a trainer more than 5 years ago by testing office automation tools designed specifically to met the needs of his colleagues. His calm and his empathy makes him able to adapt his language according to the level of experience of the group. This makes his learnings clear and accessible to anyone. As a trainer, he is therefore attentive to the needs of his students to make sure they meet their objectives and face the challenges.