SharePoint File Management: Bits & Bytes|System Source

In this focused Bits & Bytes session, we'll demystify SharePoint's role in Microsoft 365 file management. Participants will learn how to organize, collaborate, and optimize files using SharePoint's powerful tools-from metadata to versioning and everything in between.

This is a demonstration style webinar and Q&A Session only, no software/files


09/15/25 - VIR - Live Virtual Demo w/ Q&A - Live Virtual Demo w/ Q&A	(click to enroll)
12/16/25 - VIR - Live Virtual Demo w/ Q&A - Live Virtual Demo w/ Q&A	(click to enroll)

Understand SharePoint s purpose in Microsoft 365 collaboration
Create and manage document libraries
Upload and organize files for clarity and access
Enhance libraries with metadata and views
Control file versions and access with check-in/out
See how SharePoint connects with Teams and OneDrive

What Is SharePoint For?
- Centralized collaboration and document management
- When to use SharePoint vs. Teams or OneDrive
Creating & Managing Libraries
- Starting a new document library
- Uploading files
Organizing Files Like a Pro
- Folder structure tips
- Naming conventions that don t cause chaos
Adding Metadata Columns
- Why metadata matters
- Creating and customizing columns
Filtering, Sorting & Views
- Making files easier to find and use
- Creating and saving custom views for teams
Check-In / Check-Out & Versioning
- Preventing overwrites and managing edits
- Exploring version history and restoring previous versions
SharePoint + Teams + OneDrive
- How these tools connect
- Key differences and overlap in functionality

No prior SharePoint experience needed. Ideal for anyone familiar with basic file management in Microsoft 365.

Anyone tasked with managing documents, organizing team files, or collaborating in Microsoft 365: project coordinators, department leads, admins, and content managers.

SharePoint File Management: Bits & Bytes

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