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After you train an unstructured document processing model, train and publish a freeform or structured document processing model, or create a prebuilt model, you can apply it to one or more SharePoint document libraries in your Microsoft 365 tenant.
Your content center provides you model usage analytics to provide more information about how your models that have been published from the content center are being used. The **How your models are performing in the last 30 days** section of the content center includes a 30 day roll-up of usage analytics data provided in the following charts and lists:
To make important content types more consistently available to SharePoint libraries and lists, you can push them to the hubs that you choose. Pushing the content types automatically adds them to any new lists and libraries created on the sites associated with the hub, and to any new sites added to the hub. This feature requires a [pay-as-you-go license](syntex-licensing.md).
Copy file name to clipboardExpand all lines: microsoft-365/syntex/scenario-generate-documents-bulk.md
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@@ -46,7 +46,7 @@ To implement a document processing solution:
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3. Go to the document library and create a modern template using a reminder letter. Create fields for the values that represent vendor details and associate them with the columns of the SharePoint list you previously set up.
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4. Now create a Power Automate flow using the action “Generate document using Syntex” and with a manual trigger to get items in the list. This ensures that you can generate documents when you want for all values in the list.
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4. Now create a Power Automate flow using the action to generate document and with a manual trigger to get items in the list. This ensures that you can generate documents when you want for all values in the list.
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> [!Note]
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> Although this example uses a SharePoint list as a data source, you can use any data source as a trigger for generating documents if you have access to the required Power Automate connector.
Copy file name to clipboardExpand all lines: microsoft-365/syntex/scenario-generate-routine-documents.md
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3. Go to the document library and create a modern template using an existing report. Create fields for the values that are entered by the frontline workers. Associate the fields with the columns of the SharePoint list you previously set up.
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4. Now create a Power Automate flow using the action “Generate document using Microsoft Syntex” and use the trigger “When a list item is created.” This action ensures that whenever a new entry is added by a frontline worker to the list, a new report is generated.
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4. Now create a Power Automate flow using the action to generate document and use the trigger to get items in the list. This action ensures that whenever a new entry is added by a frontline worker to the list, a new report is generated.
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5. Using Microsoft Forms, you can create a form for frontline workers to enter values in the list or expose the list itself for them to add values.
Copy file name to clipboardExpand all lines: microsoft-365/syntex/solution-manage-contracts-in-microsoft-365.md
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This article describes how to create a contracts management solution for your organization by using document processing services and other components of Microsoft 365. It provides you with a framework to help you plan and create a solution that fits your unique business needs. Even though this solution talks about contract management, you can adapt it to create other document management solutions, such as for statements of work or invoices.
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## Overview of the solution
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<!---
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--->
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This contract management solution guidance includes four components of Microsoft 365:
Copy file name to clipboardExpand all lines: microsoft-365/syntex/structured-freeform-requirements.md
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author: chuckedmonson
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ms.reviewer: ssquires
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ms.date: 01/22/2025
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ms.date: 08/01/2025
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audience: admin
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ms.topic: article
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ms.service: microsoft-syntex
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||**Supported languages** <br>This model supports the following languages: see [Model for Fixed-template documents](/ai-builder/form-processing-model-requirements#model-for-fixed-template-documents). |
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||**OCR considerations** <br>This model uses optical character recognition (OCR) technology to scan .pdf files, image files, and .tiff files. OCR processing works best on documents that meet [these requirements](/ai-builder/form-processing-model-requirements#requirements). |
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||**Optimization tips** <br>If your model isn't performing as you want it to, try [these steps to improve the performance of your model](/ai-builder/improve-form-processing-performance). |
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||**Multi-Geo environments** <br>When setting up Syntex in a [Microsoft 365 Multi-Geo](/microsoft-365/enterprise/microsoft-365-multi-geo) environment, you can only configure it to use the model type in the central location. If you want to use this model type in a satellite location, contact Microsoft support. |
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||**Multi-Geo environments** <br>When setting up the service in a [Microsoft 365 Multi-Geo](/microsoft-365/enterprise/microsoft-365-multi-geo) environment, you can only configure it to use the model type in the central location. If you want to use this model type in a satellite location, contact Microsoft support. |
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||**Custom Power Platform environments** <br>If you use a custom environment (rather than the default environment) for Power Platform processing, there are additional setup requirements. For more information, see [Custom Power Platform environments](/microsoft-365/contentunderstanding/set-up-content-understanding#custom-power-platform-environments). |
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||**Multi-model libraries** <br>If two or more trained models are applied to the same library, the file is classified using the model that has the highest average confidence score. The extracted entities are from the applied model only. You can have only one freeform or one structured model per library. |
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||**Supported languages** <br>This model supports the following languages: see [Model for General documents](/ai-builder/form-processing-model-requirements#model-for-general-documents). |
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||**OCR considerations** <br>This model uses optical character recognition (OCR) technology to scan .pdf files, image files, and .tiff files. OCR processing works best on documents that meet [these requirements](/ai-builder/form-processing-model-requirements#requirements). |
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||**Optimization tips** <br>If your model isn't performing as you want it to, try [these steps to improve the performance of your model](/ai-builder/improve-form-processing-performance). |
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||**Multi-Geo environments** <br>When setting up Syntex in a [Microsoft 365 Multi-Geo](/microsoft-365/enterprise/microsoft-365-multi-geo) environment, you can only configure it to use the model type in the central location. If you want to use this model type in a satellite location, contact Microsoft support. |
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||**Multi-Geo environments** <br>When setting up the service in a [Microsoft 365 Multi-Geo](/microsoft-365/enterprise/microsoft-365-multi-geo) environment, you can only configure it to use the model type in the central location. If you want to use this model type in a satellite location, contact Microsoft support. |
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||**Custom Power Platform environments** <br>If you use a custom environment (rather than the default environment) for Power Platform processing, there are additional setup requirements. For more information, see [Custom Power Platform environments](/microsoft-365/contentunderstanding/set-up-content-understanding#custom-power-platform-environments). |
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||**Multi-model libraries** <br>If two or more trained models are applied to the same library, the file is classified using the model that has the highest average confidence score. The extracted entities are from the applied model only. You can have only one freeform or one structured model per library. |
Copy file name to clipboardExpand all lines: microsoft-365/syntex/structured-freeform-setup.md
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### Licensing
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Before you can use structured and freeform document processing, you must first link an Azure subscription in [Syntex pay-as-you-go](syntex-azure-billing.md). Structured and freeform document processing is billed based on the [type and number of transactions](syntex-pay-as-you-go-services.md).
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Before you can use structured and freeform document processing, you must first link an Azure subscription in [pay-as-you-go](syntex-azure-billing.md). Structured and freeform document processing is billed based on the [type and number of transactions](syntex-pay-as-you-go-services.md).
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### Permissions
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## Set up structured and freeform document processing
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After an [Azure subscription is linked to Microsoft Syntex](syntex-azure-billing.md), structured and freeform document processing is automatically set up and enabled for all SharePoint sites.
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After an [Azure subscription is linked to pay-as-you-go](syntex-azure-billing.md), structured and freeform document processing is automatically set up and enabled for all SharePoint sites.
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## Manage sites
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### Set up a default Power Platform environment
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Your tenant comes with a default Power Platform environment. To make the default environment ready for to use with Microsoft Syntex, follow these steps:
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Your tenant comes with a default Power Platform environment. To make the default environment ready for to use, follow these steps:
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1. Sign in to the [Power Platform admin center](https://admin.powerplatform.microsoft.com/) as a Global Administrator, a Power Platform Administrator, or a Dynamics 365 Administrator.
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