Document Management with AI

Course overview

This training provides you with practical knowledge in the field of document management using MS Copilot. You will learn to categorize typical tasks confidently, apply suitable methods and tools, and prepare results in a comprehensible manner. The focus is on practical applications from the areas of MS Copilot and MS Word deepening, which will support you in your role as a secretary or in comparable professional tasks. Folder structures and file management with Microsoft 365 Building consistent folder structures in SharePoint and OneDrive Naming conventions for documents in the secretariat Managing access rights and sharing settings MS Copilot for document search and content summarization Formulating targeted search queries in natural language Automated content overviews from longer documents Comparing and contrasting multiple documents via prompt Version control and tracking changes Using version history in Word and SharePoint Documenting change comments with Copilot support Restoring previous document versions Digitization and maintenance of paper documents in the secretariat Scan workflows and file conversion Metadata maintenance for digital archiving Compliance with retention and deletion periods This training helps you to handle typical tasks in the field of document management with MS Copilot more securely and efficiently. You will combine professional knowledge with practical methods and tools from the areas of MS Copilot and MS Word deepening. This way, you strengthen your confidence in your role as a secretary and can apply the content directly in your professional everyday life.

Upcoming dates

• 2026-11-15T23:00:00.000Z · 2026-12-13T23:00:00.000Z · Recklinghausen, Westfalen · Blended Learning
• 2026-11-15T23:00:00.000Z · 2027-01-10T23:00:00.000Z · Recklinghausen, Westfalen · Blended Learning
• 2026-11-15T23:00:00.000Z · 2026-12-13T23:00:00.000Z · Heilbronn, Neckar · Blended Learning
• 2026-11-15T23:00:00.000Z · 2026-12-13T23:00:00.000Z · Eberswalde · Blended Learning
• 2026-11-15T23:00:00.000Z · 2027-01-10T23:00:00.000Z · Eberswalde · Blended Learning

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