This online, on-demand course is for anyone who wants to learn how to more effectively organize documents in SharePoint.

What's in the Course?

  • What is a Content Type?
  • How to create a Content Type
  • How to add Multiple Content Types to the document library
  • Content Type Advantages
  • Content Type Limitations
  • What is a Document Set?
  • How to create a Document Set
  • How to configure Document Set Settings
  • How to add a Document Set to the document library
  • Content Type Gallery Overview
  • How to publish global Content Types to sites via Content Type Gallery
  • How to properly make updates to the Content Types

ENROLL NOW for just $60!

and get INSTANT ACCESS
to all course materials
for 4 months

BENEFITS

  • 24/7 access from
    any device

  • Packed with lots of tips and best practices

  • Knowledgeable and passionate instructor

COURSE CURRICULUM

  1. 1
    • Welcome to the Course

    • Course Prerequisites

  2. 2
    • Limitations of library metadata

    • What is a Content Type?

    • Content Type Demo

    • Content Type Creation Process

    • How to create Site Columns

    • How to create a Site Content Type

    • How to add a Site Content Type to a Document Library

    • How to configure a Document Library View

    • How to tag documents with Content Types

    • How to update Content Types

    • How to change the order of columns in a Content Type

    • How to hide the Title Column

    • How to change the default Content Type

  3. 3
    • What is a Document Set?

    • Document Set Demo

    • Document Set Creation Process

    • How to create Document Set Site Columns

    • How to activate Document Set feature

    • How to create a Document Set Content Type

    • How to configure Document Set Settings

    • How to add a Document Set Content Type to a Document Library

    • How to configure a View for Document Sets

    • How to create a Document Set folder

    • How to configure a View for Document Set Files

    • How to create a view to filter documents across Document Sets

    • Document Set Use Cases

  4. 4
    • Multiple Content Types in the same library

    • Content Type Hierarchies

  5. 5
    • Bulk Editing using the Grid View

    • Using Content Types across Sites

  6. 6
    • Content Type Gallery Overview

    • How to create Content Types within Content Type Gallery

    • How to publish Content Types from Content Type Gallery to other sites

    • How to update Content Types in the Content Type Gallery

  7. 7
    • Your feedback - Post Course Evaluation

    • Additional help

PREREQUISITE

SharePoint Metadata Course

Greg is a true rockstar!

"I knew almost nothing about SharePoint before I discovered Greg’s blog. And when I had learned enough to get myself into a situation that only an expert could solve, Greg’s 1-hour consultation more than solved it.
I am glad that I do not have competitors in my industry who know as much and share as much as Greg knows and shares about SharePoint."


Sales Training Consultant, Atlanta, GA

Advanced SharePoint
Document Management

Sign up now and get INSTANT ACCESS
to all course materials
for 4 months