Using Microsoft SharePoint Syntex for AI Document Management

Introduction

• Use Syntex AI to extract valuable business data

1. SharePoint Syntex Fundamentals

• SharePoint for document management
• What is SharePoint Syntex
• Who can use Syntex?
• File limitations

2. Getting Started with Syntex

• Activating Syntex
• Authorizing users
• Creating your SharePoint library
• Form processing vs. document understanding models

3. Creating Form Processing Models

• Planning before creating your model
• Creating the form processing model
• Adding the information fields
• Adding document collections
• Tagging form fields
• Training, testing, and publishing your model

4. Using Form Processing Models

• Using your model in SharePoint
• Editing a model
• Using tables in form processing models
• Using prebuilt models

5. Document Understanding Models

• Document understanding models
• Creating a content center
• Creating a document understanding model
• Importing your training documents

6. Identifying Documents with Classifiers

• Labeling positive and negative examples
• Creating a classifier explanation
• Testing your classifier

7. Find Data with Extractors

• Creating an extractor and labels
• Adding an Extractor explanation
• Using explanation templates

8. Advanced Extractors

• Using proximity in explanations
• Specifying location where phrases occur
• Using regular expressions

9. Using Your Document Models in SharePoint

• Applying a model to a library
• Duplicating, renaming, or deleting a model
• Using automation to apply a retention policy or sensitivity label

Conclusion

• Where to go from here