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.

$595
10 max
1 day
$595
10 max
1 day
$595
10 max
1 day
$595
10 max
1 day
$595
10 max
1 day
$595
10 max
1 day
$595
10 max
1 day
$595
10 max
1 day
$595
10 max
1 day

Remote East

Brisbane

Sydney

Melbourne

Canberra

Adelaide

Perth

Remote West

Upcoming Courses:
Remote East
Date
Course
City
Status
Thu 22 May 25
Thu
22
May
SharePoint Advanced (Document Governance)
Remote East
Status: Sold Out
Sold Out
Mon 7 Jul 25
Mon
7
Jul
SharePoint Advanced (Document Governance)
Remote East
Status: Few Seats
Few Seats
Wed 13 Aug 25
Wed
13
Aug
SharePoint Advanced (Document Governance)
Remote East
Status: Scheduled
Scheduled
Fri 19 Sep 25
Fri
19
Sep
SharePoint Advanced (Document Governance)
Remote East
Status: Confirmed
Confirmed
Thu 23 Oct 25
Thu
23
Oct
SharePoint Advanced (Document Governance)
Remote East
Status: Scheduled
Scheduled
Fri 14 Nov 25
Fri
14
Nov
SharePoint Advanced (Document Governance)
Remote East
Status: Scheduled
Scheduled
Thu 18 Dec 25
Thu
18
Dec
SharePoint Advanced (Document Governance)
Remote East
Status: Scheduled
Scheduled
Brisbane
Date
Course
City
Status
Thu 22 May 25
Thu
22
May
SharePoint Advanced (Document Governance)
Brisbane
Status: Sold Out
Sold Out
Mon 7 Jul 25
Mon
7
Jul
SharePoint Advanced (Document Governance)
Brisbane
Status: Few Seats
Few Seats
Fri 19 Sep 25
Fri
19
Sep
SharePoint Advanced (Document Governance)
Brisbane
Status: Scheduled
Scheduled
Thu 23 Oct 25
Thu
23
Oct
SharePoint Advanced (Document Governance)
Brisbane
Status: Scheduled
Scheduled
Fri 14 Nov 25
Fri
14
Nov
SharePoint Advanced (Document Governance)
Brisbane
Status: Scheduled
Scheduled
Thu 18 Dec 25
Thu
18
Dec
SharePoint Advanced (Document Governance)
Brisbane
Status: Scheduled
Scheduled
Sydney
Date
Course
City
Status
Wed 13 Aug 25
Wed
13
Aug
SharePoint Advanced (Document Governance)
Sydney
Status: Scheduled
Scheduled
Fri 19 Sep 25
Fri
19
Sep
SharePoint Advanced (Document Governance)
Sydney
Status: Confirmed
Confirmed
Fri 14 Nov 25
Fri
14
Nov
SharePoint Advanced (Document Governance)
Sydney
Status: Scheduled
Scheduled
Melbourne

We currently have no public courses scheduled. Please contact us to register your interest.

Canberra

We currently have no public courses scheduled. Please contact us to register your interest.

Adelaide

We currently have no public courses scheduled. Please contact us to register your interest.

Perth
Date
Course
City
Status
Fri 14 Nov 25
Fri
14
Nov
SharePoint Advanced (Document Governance)
Perth
Status: Scheduled
Scheduled
Remote West
Date
Course
City
Status
Fri 14 Nov 25
Fri
14
Nov
SharePoint Advanced (Document Governance)
Remote West
Status: Scheduled
Scheduled
Scheduled
Taking enrollments.
Confirmed
Taking enrollments.
Few Seats left
Book Now.
Sold Out
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SharePoint Advanced (Document Governance) Course Details

Price
$595
Duration
1 day
Times
9am-4pm
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Live Online
microsoft_gold

SharePoint Advanced (Document Governance) Course Details

Price
$595
Duration
1 day
Time
9am-4pm
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 8
201 Charlotte Street
Brisbane QLD 4000
microsoft_gold

SharePoint Advanced (Document Governance) Course Details

Price
$595
Duration
1 day
Time
9am-4pm
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 24/477 Pitt Street
Sydney
New South Wales 2000
microsoft_gold

SharePoint Advanced (Document Governance) Course Details

Price
$595
Duration
1 day
Time
9am-4pm
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 7
79 George Street
Parramatta NSW 2150
microsoft_gold

SharePoint Advanced (Document Governance) Course Details

Price
$595
Duration
1 day
Time
9am-4pm
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 12A
45 William Street Melbourne VIC 3000
microsoft_gold

SharePoint Advanced (Document Governance) Course Details

Price
$595
Duration
1 day
Time
9am-4pm
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
NEW LOCATION
Level 2
221 London Circuit
Canberra ACT 2600
microsoft_gold

SharePoint Advanced (Document Governance) Course Details

Price
$595
Duration
1 day
Time
9am-4pm
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 15
33 King William Street
Adelaide 5000
microsoft_gold

SharePoint Advanced (Document Governance) Course Details

Price
$595
Duration
1 day
Time
9am-4pm
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 7
553 Hay Street
Perth WA 6000
microsoft_gold

SharePoint Advanced (Document Governance) Course Details

Price
$595
Duration
1 day
Times
9am-4pm
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Live Online
microsoft_gold

SharePoint Course Outlines

  • SharePoint Beginner
    $485
  • SharePoint Intermediate
    $550
  • SharePoint Advanced (Site Owner)
    $595
  • SharePoint Advanced (Document Governance)
    $595

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

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