Microsoft 365 OneDrive & SharePoint is a hands-on course in managing documents on Microsoft 365, from organising, sharing and restoring files safely in OneDrive to running a SharePoint document library with columns, views, check out and notification rules. It suits staff who work on documents with their team, administrators who look after shared files and anyone moving from a file server.
Many organisations still have documents scattered across staff laptops, email attachments and folders where nobody knows which copy is the latest. After moving to Microsoft 365, many teams are still unsure which files belong in OneDrive and which belong in SharePoint, how to share safely with people outside the organisation, and how to recover when someone edits the wrong file or deletes one.
This course focuses on managing documents in Microsoft 365 the way it is done today. In the morning learners use OneDrive to manage, share and restore files, co-author with version history and sync files to their computer. In the afternoon they use a SharePoint document library as the team's central store, organise it with columns and views, prevent conflicting edits with check out, configure versioning, and set up rules for notifications in place of the classic alerts that Microsoft has retired. The day ends with a workshop that sets up a document system for a department. (1 day, 6 hours, Beginner to Intermediate level.)
Course Details
This is the 2026 edition of the Microsoft 365 OneDrive & SharePoint course. It runs for 1 day, 6 hours (09:00-16:00), hands-on in each learner's own Microsoft 365 account, at Beginner to Intermediate level. The content has been rewritten for today's OneDrive on the web and SharePoint, adding folder backup, Add shortcut to My files, organising documents with columns and views, and rules in place of the SharePoint alerts that Microsoft has retired. The course focuses on document management, unlike Microsoft 365 OneDrive & Teams, which focuses on chat and meetings. Learners use their own work or school account, and some features depend on what their administrator has enabled. Learners take home the course handbook, practice files and a safe sharing checklist.
Day 1: Managing Documents in OneDrive and SharePoint
No public rounds are open right now. Join the waiting list and we will contact you first when the next round opens, or ask us on LINE. Or call 02-570-8449 or 088-807-9770
OneDrive is each person's own space for work files, suited to drafts and files you are still working on alone. SharePoint is the space for a team or department: files in a document library belong to the team, stay put when the original owner changes role, and can be organised with columns, views, check out and versioning settings. A common approach is to start work in OneDrive and move files the team needs to share into SharePoint.
Select the file or folder, choose Share and pick a link for specific people, then enter the recipient's email address. Choose whether they can edit or only view and, where your organisation allows it, set an expiry date and block downloads. You can review or remove access later through Manage access. How far external sharing can go depends on the policy set by your administrator.
If someone has changed the content by mistake, select the file, open Version history, pick the version you want and choose Restore; the current copy is kept as another version. If the whole file was deleted, open the recycle bin of OneDrive or of the SharePoint site and choose Restore, and the file returns to its original location.
It suits staff who store and share documents with their team, administrators and coordinators who look after a department's shared documents, team leads, and anyone moving from a file server to Microsoft 365. You should be comfortable with a computer and a web browser, have used Word, Excel or PowerPoint, and have a work or school Microsoft 365 account with access to OneDrive and SharePoint.
You will be able to decide whether a file belongs in OneDrive or SharePoint, manage and restore files, share them with links that set the audience, permissions and expiry date, co-author and roll back versions, sync files to your computer, organise a document library with columns and views, use check out and check in, and set up notification rules. Participants who complete the training receive a Certificate of Completion with its own number, which can be verified online.
Yes. It can be run in-house for your team, with examples adapted to your own documents and sharing policy, for example designing your department's real library during the training. You can request a quotation from this page, or contact us on LINE @itgenius or by phone on 02-570-8449.
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