SharePoint 365 Owner: Master Advanced Library Settings

Course description

This course equips SharePoint site owners with the skills to manage and configure advanced document library settings that enhance collaboration, control, and customization. Learners begin by exploring how to override and manage checked-out documents, including how to discard another user’s checkout when files are locked for editing or when a user is unavailable. The lessons also address how to handle files that have never been checked in, explaining how required metadata can prevent documents from appearing in the library and how site owners can use the “Manage files which have no checked in version” tool to take ownership and make files visible to others. Participants then examine advanced library settings, learning to control features such as default document templates, folder creation permissions, offline client availability, and quick edit functionality. The course explains how to determine whether a library should appear in search results, how to restrict or enable metadata editing, and how to switch between classic and modern list experiences when working with legacy sites. Next, learners explore content approval workflows, turning on built-in approval requirements through versioning settings to control visibility of draft items until an authorized user has approved them. The training details how to approve or reject documents manually within the library and discusses modern alternatives such as automating approvals through Power Automate. Finally, learners discover how to upload document templates to libraries and customize the “New” menu, making it easy for users to create consistent files such as forms, reports, or spreadsheets directly from SharePoint. Participants learn how to edit or remove templates, adjust available file types, and control menu visibility to streamline user workflows. By the end of this course, site owners will have a thorough understanding of advanced document library configuration, allowing them to maintain organized, secure, and efficient document management environments across their SharePoint 365 sites.

Course outline