Introduction to SharePoint (half-day)

With many organisations now moving to Cloud-based working, knowledge and understanding of SharePoint is essential. SharePoint Libraries allow you to share your files across teams and organisations, keeping your documents secure and allowing for easy collaboration. 

This half-day course takes you through all the essentials of SharePoint, including navigating Libraries, creating, editing and uploading documents, and using the desktop versions of SharePoint and Microsoft Office.

This course is only available for private bookings, either for groups or as a one-to-one, held online via Zoom or in the classroom. Please get in touch for availability.

Course Overview

We are currently only able to offer private bookings. Please get in touch for more information, pricing and availability.

What you will learn

Following this half-day course, you will be able to:

  • Confidently navigate your SharePoint Libraries
  • Find your documents and ensure they have the appropriate permissions
  • Find, create, upload and edit documents
  • Synchronise your documents with a local folder on your computer
  • Use the Desktop version of SharePoint and Microsoft Office

Course timetable

What is SharePoint? 

  • The Cloud and your data
  • Navigating SharePoint
  • Concept of permissions
  • SharePoint features
  • Lists
  • Libraries
  • Power Apps


  • Finding documents
  • Sorting and filtering
  • Using Search
  • Filters pane
  • Details pane
  • Opening Documents
  • Editing documents
  • Uploading documents 
  • Documents templates
  • Creating new Documents
  • Creating Folders
  • Breadcrumb Navigation
  • Moving documents

Advanced Library features 

  • Synchronising
  • Always keep on this device
  • Cautions
  • Co-Authoring
  • Check-in/Check-out
  • Version control
  • Sharing
  • Similarities to OneDrive
  • Implications of sharing
  • Pinning useful documents

Desktop apps and SharePoint 

  • Why use the web interface?
  • Using synced folders in Windows file explorer
  • Limitations
  • Cautions
  • Saving into your SharePoint libraries from your desktop apps
  • Switching between web Apps and Desktop Apps

This course is also available for private organisations. Happy also offers several SharePoint Essentials Live Online Learning Courses which go into SharePoint in more detail. Please contact us if you would like more details of both courses as well as advice on our SharePoint roll outs.

Group Learning Events

If you have three or more learners, a private group course could be cheaper.

We can tailor the content to your team, and host the training remotely, at your workplace or here at Happy's HQ in Aldgate, Central London.

Find out more

What's it like to learn online with Happy?

In this short video, Rachael explains how Happy makes our Live Online Learning IT programmes just as interactive and engaging as our classroom sessions.

Get in touch

This course is only available as a one-to-one or private group booking.

For pricing and availability, send us a message using the form below, leave us a message on 020 7375 7300, or speak to an Account Manager straight away using our Live Chat service in the bottom right of your screen!

The Small Print

The course will run remotely for a half-day consisting of two 90-minute live online sessions with independent work in between. 

You will need to ensure you have the relevant software installed prior to starting your course, or you may not be able to join the event. In this case you may need to attend on another date and may be subject to our standard Terms and Conditions.

All learners will need to install Zoom on their machines. Full technical requirements are on the Zoom website. Your link will be included in your joining instructions once you have booked your place — if you haven't received this email then please contact our team.

Learners should log into the training session 10 minutes before the start time to ensure that they have downloaded and set up Zoom correctly. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals.

Your active participation is expected: everyone will be heard and seen throughout, just as they would be if we were in a room together. To be heard, hear and seen you will need a microphone, speakers and camera – if you have a modern laptop that’s all you will need. Remember, you’ll need a quiet place to call from and a decent internet connection is a must.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

The happy Guarantee

We want everyone to go away from our courses feeling as though they have learnt useful, practical skills that they can use straight away when they go back to work.

If you don’t feel that your training has been useful or if you are unhappy in any way, please get in touch with our Customer Services team within 30 days of the course. We will be happy to offer you additional support and training free of charge to help you to gain the skills you need, or if you’d prefer, a full refund.

Your post-course support package

  • Included in the price of both online and classroom programmes
  • 2 years of free access to our IT Helpline
  • Unlimited access - call or email our team as often as you need
  • Ask about any content covered on your course

Testimonials from happy Learners