
SharePoint Advanced (Document Governance)
Master advanced SharePoint features for effective document governance
All courses are available in-person or remotely.
Instructor-led Courses delivered remotely by our Microsoft Certified Trainers.
Take your SharePoint skills to the next level with a focus on managing, securing, and governing documents effectively. Our SharePoint Advanced (Document Governance) course is designed for those managing SharePoint sites within their organisation and seeking to implement best-practice information management strategies.
You’ll learn how to improve site security, streamline document classification, and ensure compliance through retention and sensitivity policies. This includes applying metadata and taxonomy for better discoverability, using content types for consistency, and setting up document retention and sensitivity labels to control access and lifecycles.
Note: Some features demonstrated in this course require administrator access. While you may not have this access currently, understanding these tools is beneficial for site managers and power users. You can liaise with your SharePoint administrator to request access where appropriate.
SharePoint Advanced (Document Governance)

Boost your SharePoint skills and learn to manage, secure, and govern documents with confidence.
- Available in-person or online
- Live, instructor-led training
Learn to apply metadata, set up content types, and implement retention and sensitivity labels for secure and compliant document management. Ideal for site managers and power users.
Some features may require admin access your trainer will explain how to work with your SharePoint admin if needed.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
SharePoint Advanced (Document Governance) Course Details

SharePoint Advanced (Document Governance) Course Details

SharePoint Advanced (Document Governance) Course Details

SharePoint Advanced (Document Governance) Course Details

SharePoint Advanced (Document Governance) Course Details

SharePoint Advanced (Document Governance) Course Details

SharePoint Advanced (Document Governance) Course Details

SharePoint Advanced (Document Governance) Course Details

SharePoint Advanced (Document Governance) Course Details

SharePoint Course Outlines
Microsoft SharePoint City Pages
Skills Test
Contact Us
What do I need to know to attend?
This course is intended for individuals who manage SharePoint sites within their organisation and want to enhance document management and protection capabilities.
Participants should already be comfortable with creating and managing SharePoint sites.
SharePoint Advanced (Document Governance) Learning Outcomes
On completion of this course you will be able to:
- Use managed metadata to classify and organise documents
- Create content types to streamline the use of corporate templates
- Apply document retention labels to manage document lifecycle
- Implement sensitivity labels and policies to control access and sharing
- Understand and configure key SharePoint site security settings
SharePoint Advanced (Document Governance) Course Content
- Taxonomy
- Introduction to managed metadata
- Planning a taxonomy structure
- Creating a taxonomy manually
- Importing metadata from Excel via CSV
- Applying metadata to libraries and documents
- Creating custom views to filter and group files
- Content Types
- Overview of content types
- Creating document-based content types
- Uploading and associating document templates
- Adding metadata fields, including site columns and taxonomy fields
- Setting information management policies
- Publishing content types
- Adding content types to libraries
- Library and Site-Level Settings
- Record declaration and in-place records management
- Configuring document IDs
- Retention Labels and Policy
- Overview of document retention in Microsoft 365
- Creating and publishing retention labels
- Applying labels to individual documents and entire libraries
- Sensitivity Labels / Information Protection
- Creating and applying sensitivity labels
- Setting policies to restrict sharing and external access
- Understanding document information protection policies
- Security
- Key differences in site types and related security structures
- Using and breaking permission inheritance
- Managing groups and custom permission levels
- Overview of extended document management and security features:
- Data Loss Prevention (DLP)
- eDiscovery