Using Microsoft SharePoint Syntex for AI Document Management (2021)

Introduction

• Introduction

1. Fundamentals and Best Practices

• What is SharePoint Syntex?
• Who can use Syntex?

2. The Importance of Planning

• Form processing models
• Document processing models
• Understanding your data
• Building scenarios

3. Setting Up Syntex

• Activating Syntex
• Authorizing users

4. Create a New Document Understanding Model

• Creating a new SharePoint Content Center
• Creating the model
• Importing training files

5. Identify Documents with Classifiers

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

6. Find Key Data with Extractors

• Creating your first extractor and labels
• Adding an explanation
• Using patterns in explanations
• Proximity
• Applying your model to a library

7. Form Processing Models

• Creating a form processing model
• Naming fields and adding documents
• Selecting your form fields
• Training and test your model
• Publishing and using your model

8. Useful Model Tools

• Duplicating, renaming, or deleting a model
• Applying a retention label
• Modeling usage analytics

Conclusion

• Where to go from here