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Using Microsoft SharePoint Syntex for AI Document Management

Using Microsoft SharePoint Syntex for AI Document Management

1h 56mIntermediate2022-08-08

Authors

Phil Gold

Phil Gold

Senior-Level Learning and Development Professional

Course details

SharePoint Syntex lets you use AI to extract information from documents and forms in SharePoint libraries. For example, you could import hundreds of contracts and have SharePoint automatically recognize the participants in the contracts and contract amounts. Or you could pull totals from a set of invoices and add that information directly into a SharePoint library column. In this course, instructor Phil Gold explains how to use the Syntex AI to train models to identify types of documents and forms and define the specific information you want to capture. After exploring some basic concepts and best practices, Phil shows you how to set up Syntex and create document-understanding models and form-processing models. He also shows how to build classifiers and extractors for documents, create and label collections of similar forms, and add your models to your SharePoint libraries—faster than ever before.

Skills covered

Document ManagementSharePointPersonal Productivity SoftwareArtificial Intelligence for BusinessCloud ServicesCloud ComputingBusiness Analysis and StrategyBusiness Software and ToolsMicrosoftDeep Dive (X:Y)

Concepts

Introduction

  • Use Syntex AI to extract valuable business data

SharePoint Syntex Fundamentals

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

Getting Started with Syntex

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

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

Using Form Processing Models

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

Document Understanding Models

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

Identifying Documents with Classifiers

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

Find Data with Extractors

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

Advanced Extractors

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

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

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