Advanced document management with Microsoft 365

Learn how to develop, configure and apply retention policies for electronic documents.

Upcoming sessions

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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.

PrerequisitesIt 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

Surround yourself with the best

Frédéric Paradis
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
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
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
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.