Aims & Objectives

This 90-minute session is designed for those who need to share and collaborate on files in MS Teams.

You’ll learn how to collaborate on files with colleagues, to have file conversations, co-author documents and check a document out from the team for editing. You will also learn how version history can be used to compare and restore versions of a file and how existing document libraries can be made available to the team.

Before attending this course, you should have attended Modules 1 & 2 or have similar experience with MS Teams.

What will I learn?

Share Files in Chat

  • Attach Files to a Post
  • Understand Where the Shared File Is Saved
  • View Sharing Options
  • Remove File Sharing

Add Files to a Team

  • Create a New Team File
  • Upload Files to a Channel
  • Attach a File to a Conversation
  • Copy Link to a File

Organise Team Files

  • Create and Work with Folders
  • Pin a File
  • Make a File a New Tab
  • Move or Copy Files
  • Sort and Filter Files
  • Change the View of your Files
  • Introduction to Opening the Files Tab in SharePoint

Open and Edit Files

  • Open Files from a Conversation
  • Open Files from the Files Tab
  • Co-author a File
  • Check a File In/Out
  • Work with A File’s Version History
  • Delete a File
  • Restore a Deleted File

Best Practise

  • Understand Sharing Implications
  • Discuss Naming Conventions
  • Editing Files

The Backend View (if time)

  • Open the Files Tab in SharePoint
  • Set File Alerts
  • Add Shortcut to OneDrive

How We Deliver

We currently deliver all training online to comply with the Government's guidelines.

Online training works well for businesses whose staff are mainly working from home.

It allows us to train all of your staff with the same training needs at the same time. Your people simply log on from home, using details provided in advance by our team.

Choose from Watch and Learn sessions for larger groups or interactive hands on sessions for smaller groups.

When permitted we also offer face to face training at your offices.

All sessions can be customised to a half day or 90 minute sprint session and tailored to fit your needs, covering the topic(s) within a course that are most important to your business.

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