Introduction to Microsoft Syntex

Microsoft Syntex is a Microsoft 365 service that helps organizations to:

  • Use advanced AI and machine teaching and learning to amplify human experiences
  • Automate content processing
  • Transform content into knowledge

The resources on this page are designed to get you started with learning about and using Syntex in your organization.



Get started

The resources in this section help you learn more about the methods of data classification and extraction used by Syntex. There are two custom model types—document understanding and form processing—and a prebuilt model type.

Note

You can get started with Syntex without buying licenses by creating a content center from the SharePoint admin center. Unlicensed users can create document understanding models but can't apply them to a document library.

If you're looking for this information: Go to this resource:
Learn more about document understanding Document understanding overview
Learn more about form processing Form processing overview
Understand the differences between the two methods Difference between document understanding and form processing models
See resources in the Microsoft Tech Community Resource Center Syntex - Content services in Microsoft 365
Syntex FAQ on the Microsoft Tech Community Resource Center Syntex - FAQ
How to get Syntex Syntex product page
Learn to use Syntex Syntex learning path

Adoption

Learn more about how to use and implement Syntex in your organization to help you solve your business problems.

If you're looking for this information: Go to this resource:
Learn how to start planning to use Syntex Syntex adoption: get started
See example scenarios to give you ideas about how you can use Syntex in your organization Scenarios and use cases for Syntex
Set up and run a trial pilot program for Syntex Run a trial
Learn how to use Syntex to automate document processes Manage contracts using a Microsoft 365 solution
Try out a customizable SharePoint site template to help manage contracts Use the Contracts Management site template
Try out an instructional Content Center site template to learn more about models Use the Content Center site template

Set up Syntex

The resources in this section help your admin in your organization to set up and configure Microsoft Syntex in your Microsoft 365 environment.

If you're looking for this information: Go to this resource:
Set up and configure Syntex Set up Syntex
Learn about licensing for Syntex Licensing for Syntex
Learn about image tagging and how to disable Image tagging in Syntex
Use PowerShell to manage Syntex Manage Syntex with PowerShell

Models

The resources in this section help your users learn how to create and configure document understanding and form processing models.

If you're looking for this information: Go to this resource:
Learn how to work with models Create a content center

Create a classifier

Duplicate a model

Rename a model

Create an extractor

Rename an extractor

Create a form processing model

Explanation types

Use explanation templates

Apply a document understanding model

Learn about document understanding models through the sample model

Apply a retention label to your model Apply a retention label to a document understanding model
Apply a sensitivity label to your model Apply a sensitivity label to a document understanding model
Use prebuilt models to extract info from documents Use a prebuilt model to extract info from invoices or receipts
Create and train models locally on a SharePoint site Create a model on a local SharePoint site
Use trained models in other content centers Publish and discover document understanding models
Perform metadata-based queries on document libraries Search for metadata in document libraries
Use Managed Metadata services term store taxonomy when creating an extractor Leverage term store taxonomy when creating an extractor
Learn how to see data about your models Model usage analytics
Learn how to use accessibility mode when training a model Syntex accessibility mode

Premium services

A Syntex license gives your users premium content services that give you additional functionality in your Microsoft 365 environment. The resources in this section give you more details about these features and how to use them.

If you're looking for this information: Go to this resource:
Learn about importing a data set using Simple Knowledge Organization System based format Import a term set using a SKOS-based format

SKOS format reference for SharePoint taxonomy

Learn how to make content types more consistently available to SharePoint libraries and lists Push content types to a hub
Learn about the term store reports that are available to you Term store reports

Extensibility

Use REST APIs to create a document understanding model, apply or remove the model to one or more libraries, and obtain or update information about the model.

If you're looking for this information: Go to this resource:
Use REST APIs for document understanding models Syntex document understanding model REST API