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Copy file name to clipboardExpand all lines: microsoft-365/syntex/scenario-find-content-details.md
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---
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title: Find content details with Microsoft Syntex
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title: Find content details with document processing for Microsoft 365
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ms.author: chucked
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author: chuckedmonson
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manager: jtremper
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ms.reviewer: lauris
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ms.date: 01/09/2025
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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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ms.custom: Adopt
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search.appverid:
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ms.localizationpriority: medium
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description: Learn how to use Microsoft Syntex to find content details in document libraries.
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description: Learn how to use document processing for Microsoft 365 to find content details in document libraries.
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---
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# Scenario: Find content details with Microsoft Syntex
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# Scenario: Find content details with document processing for Microsoft 365
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:::row:::
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Use Microsoft Syntex to centralize, organize, and retrieve content to make the specific details easier to discover.
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Use document processing to centralize, organize, and retrieve content to make the specific details easier to discover.
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Features used:
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- Document processing models
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The team has been using Microsoft Outlook to manage legal content, but is having difficulty with team visibility, search, and content decentralized through mailboxes.
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The team decides to use Microsoft Syntex as the solution. First, set up a SharePoint document library where you want to store the legal content. Then copy the content of the email messages and attachments to the document library. Finally, use Microsoft Syntex to extract information and metadata from email messages as well as the attachments to help organize content.
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The team decides to use document processing as the solution. First, set up a SharePoint document library where you want to store the legal content. Then copy the content of the email messages and attachments to the document library. Finally, use document processing to extract information and metadata from email messages as well as the attachments to help organize content.
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The legal team is now able to easily manage and search the patent filings and intellectual property documents.
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<br>
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> [!div class="nextstepaction"]
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> [See more scenarios and use cases for Syntex](adoption-scenarios.md)
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> [See more scenarios and use cases for document processing](adoption-scenarios.md)
Copy file name to clipboardExpand all lines: microsoft-365/syntex/scenario-generate-documents-bulk.md
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title: Generate documents in bulk with Microsoft Syntex
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title: Generate documents in bulk with document processing for Microsoft 365
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ms.author: chucked
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author: chuckedmonson
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manager: jtremper
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ms.reviewer: lauris
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ms.date: 01/09/2025
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ms.date: 08/01/2025
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audience: admin
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ms.topic: how-to
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ms.service: microsoft-syntex
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search.appverid:
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description: Learn how to use Microsoft Syntex for generating documents in bulk.
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description: Learn how to use document processing for Microsoft 365 for generating documents in bulk.
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---
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# Scenario: Generate documents in bulk with Microsoft Syntex
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# Scenario: Generate documents in bulk with document processing for Microsoft 365
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:::row:::
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You can use content assembly to generate documents in bulk using a template. You need to send correspondence to all of your vendors to remind them about upcoming contract renewals.
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To implement a Syntex solution:
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To implement a document processing solution:
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1. Set up a SharePoint document library where you want to store the reminder letters.
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<br>
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> [!div class="nextstepaction"]
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> [See more scenarios and use cases for Syntex](adoption-scenarios.md)
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> [See more scenarios and use cases for document processing](adoption-scenarios.md)
Copy file name to clipboardExpand all lines: microsoft-365/syntex/scenario-generate-routine-documents.md
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title: Automatically generate routine documents with Microsoft Syntex
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title: Automatically generate routine documents with document processing for Microsoft 365
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ms.author: chucked
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author: chuckedmonson
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manager: jtremper
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ms.reviewer: lauris
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ms.date: 01/09/2025
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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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search.appverid:
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description: Learn how to use Microsoft Syntex to automatically generate routine business documents.
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description: Learn how to use document processing for Microsoft 365 to automatically generate routine business documents.
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---
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# Scenario: Automatically generate routine documents with Microsoft Syntex
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# Scenario: Automatically generate routine documents with document processing for Microsoft 365
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:::row:::
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Use the content assembly feature in Microsoft Syntex to create modern templates for files that need to be created regularly. Files can then be generated based on these templates, either through manual request or through an automation.
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Use the content assembly service to create modern templates for files that need to be created regularly. Files can then be generated based on these templates, either through manual request or through an automation.
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Features used:
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- Content assembly
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Today, users physically inspect parts and then fill in a list or a form or physical paper reports. This leads to more work in transforming this data into digital content that can be used further.
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To implement a Microsoft Syntex solution:
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To implement a document processing solution:
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1. Set up a document library where you want to store the reports.
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<br>
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> [!div class="nextstepaction"]
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> [See more scenarios and use cases for Syntex](adoption-scenarios.md)
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> [See more scenarios and use cases for document processing](adoption-scenarios.md)
Copy file name to clipboardExpand all lines: microsoft-365/syntex/scenario-handle-incoming-documents.md
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title: Handle incoming documents with Microsoft Syntex
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title: Handle incoming documents with document processing for Microsoft 365
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ms.author: chucked
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author: chuckedmonson
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manager: jtremper
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ms.reviewer: lauris
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ms.date: 01/09/2025
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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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description: Learn how to use Microsoft Syntex to manage various incoming business documents.
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description: Learn how to use document processing for Microsoft 365 to manage various incoming business documents.
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# Scenario: Handle incoming documents with Microsoft Syntex
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# Scenario: Handle incoming documents with document processing for Microsoft 365
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Use Microsoft Syntex to manage and process incoming business documents, such as insurance forms, business verifications, and rental contracts.
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Use document processing to manage and process incoming business documents, such as insurance forms, business verifications, and rental contracts.
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Features used:
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- Document processing models
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A healthcare provider fills in a paper-based enrollment application form and submits it to insurance company for processing. Currently, the enrollment forms are processed manually, and the data is fed into a system for review. Manual data entry leads to loss in productivity along with increased risk due to human error.
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Microsoft Syntex uses advanced AI to extract information including checkboxes and handwritten content. The information is stored as metadata in SharePoint along with the document. Power Automate is then used to drive review and integrate the data with downstream applications.
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Document processing uses advanced AI to extract information including checkboxes and handwritten content. The information is stored as metadata in SharePoint along with the document. Power Automate is then used to drive review and integrate the data with downstream applications.
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AI-based automation significantly reduces the time needed to process these forms and increase the response rate to providers. The AI model takes 10 minutes to train, and it saves hours of manual data entry every week for the staff. SharePoint also lets you analyze this data using Power BI dashboards. Content query can be used by providers to locate specific patient information.
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## Rental contract management
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Most owners use a standard rental agreement with their tenants. Once a new tenant completes the agreement and sends it to the landlord, the agreement is placed in a SharePoint library where Microsoft Syntex extracts the key information.
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Most owners use a standard rental agreement with their tenants. Once a new tenant completes the agreement and sends it to the landlord, the agreement is placed in a SharePoint library where document processing extracts the key information.
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During the life of the contract, certain events can occur that require correspondence to be sent to the tenant such as late rental notices, grievances, and eviction notices. Correspondence for these events also uses standard templates that can use the information originally captured from the agreement.
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An improved process is required to do more with less. A Power Platform solution is created to extract attachments from incoming emails to save them to SharePoint.
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Microsoft Syntex models are then created to identify and extract information from CLIs and W-9 forms, such as name, type of coverage, amount of coverage, date. Extracted information can be used to populate other applications used during construction proposals.
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Document processing models are then created to identify and extract information from CLIs and W-9 forms, such as name, type of coverage, amount of coverage, date. Extracted information can be used to populate other applications used during construction proposals.
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<br>
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<br>
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> [!div class="nextstepaction"]
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> [See more scenarios and use cases for Syntex](adoption-scenarios.md)
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> [See more scenarios and use cases for document processing](adoption-scenarios.md)
title: Make information easier to find with Microsoft Syntex
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title: Make information easier to find with document processing for Microsoft 365
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ms.author: chucked
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author: chuckedmonson
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manager: jtremper
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ms.reviewer: lauris
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ms.date: 01/09/2025
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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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search.appverid:
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description: Learn how to use Microsoft Syntex to manage and organize document libraries.
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description: Learn how to use document processing for Microsoft 365 to manage and organize document libraries.
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# Scenario: Make information easier to find with Microsoft Syntex
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# Scenario: Make information easier to find with document processing for Microsoft 365
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Use Syntex to make business documents and employee information in stored in document libraries easier for users to find and use.
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Use document processing to make business documents and employee information in stored in document libraries easier for users to find and use.
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Features used:
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- Document processing models
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- Term store
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- Search
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- Viva Topics
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:::column-end:::
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Experienced users might know where the policy or procedure is they need to reference to do their job effectively. However, new users or users who don’t regularly focus on a specific policy might not know where to look.
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By using Syntex and the SharePoint term store, as policies are added to the library and processed Syntex can assign the correct term. Users are then able to filter or search using these terms, or their synonyms.
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The terms can also be used to generate topics in Viva Topics. The Viva Topics curation AI will then generate topics for these terms and associate files tagged with the term.
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By using document processing and the SharePoint term store as policies are added to the library and processed, the service can assign the correct term. Users are then able to filter or search using these terms, or their synonyms.
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Instead of navigating a folder structure, users can then search for synonyms or alternate names as defined in the topic and see the appropriate policy or procedure.
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<br>
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> [!div class="nextstepaction"]
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> [See more scenarios and use cases for Syntex](adoption-scenarios.md)
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> [See more scenarios and use cases for document processing](adoption-scenarios.md)
Copy file name to clipboardExpand all lines: microsoft-365/syntex/set-up-microsoft-syntex.md
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title: Set up pay-as-you-go services for SharePoint
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title: Set up pay-as-you-go services for document processing
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ms.author: chucked
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author: chuckedmonson
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ms.reviewer: ssquires, kkameth
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manager: jtremper
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ms.date: 04/07/2025
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ms.date: 08/01/2025
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audience: admin
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ms.topic: install-set-up-deploy
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- admindeeplinkMAC
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description: Learn how to set up pay-as-you-go content services in the Microsoft 365 admin center.
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description: Learn how to set up pay-as-you-go document processing services in the Microsoft 365 admin center.
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# Set up pay-as-you-go services for SharePoint
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# Set up pay-as-you-go services for document processing
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This article describes how to set up pay-as-you-go services for SharePoint content AI features. Before following the steps in this article, you need to [set up pay-as-you-go billing](syntex-azure-billing.md).
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This article describes how to set up pay-as-you-go services for document processing for Microsoft 365. Before following the steps in this article, you need to [set up pay-as-you-go billing](syntex-azure-billing.md).
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## Requirements
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3. On the **Activate pay-as-you-go services** page, select **Get started**.
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4. On the **Pay-as-you-go services** page, select the **Settings** tab, and then select **Syntex services**.
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4. On the **Pay-as-you-go services** page, select the **Settings** tab, and then select **Document processing services**.
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5. Select the Microsoft Syntex service that you want to set up.
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5. Select the service that you want to set up.
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6. Choose the site options that you want to use, and then select **Save**.
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### Setup instructions by service
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The following tables provide links to the specific setup instructions for each service.
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#### Document and image services
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|Service |Instructions to set up service |
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|Service |Instructions |
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|:-------|:----------------------|
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|Autofill columns |[Set up autofill columns](autofill-setup.md)|
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|Content assembly |[Set up content assembly](content-assembly-setup.md)|
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|Document translation |[Set up document translation](translation-setup.md)|
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|eSignature |[Set up SharePoint eSignature](esignature-setup.md)|
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|Image tagging |[Set up image tagging](image-tagging-setup.md)|
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|Microsoft 365 eSignature |[Set up SharePoint eSignature](esignature-setup.md)|
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|Optical character recognition |[Set up optical character recognition](ocr.md)|
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|Prebuilt document processing|[Set up prebuilt document processing](prebuilt-setup.md)|
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|Structured and freeform document processing |[Set up structured and freeform document processing](structured-freeform-setup.md)|
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|Content assembly |[Set up content assembly](content-assembly-setup.md)|
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|Image tagging |[Set up image tagging](image-tagging-setup.md)|
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|Taxonomy tagging |[Set up taxonomy tagging](taxonomy-tagging-setup.md)|
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|Prebuilt document processing |[Set up prebuilt document processing](prebuilt-setup.md)|
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|Structured & freeform document processing |[Set up structured and freeform document processing](structured-freeform-setup.md)|
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|Unstructured document processing |[Set up unstructured document processing](unstructured-setup.md)|
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<!---
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#### Video services
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|Service |Instructions to set up service |
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|SharePoint Embedded | [Set up SharePoint Embedded](/sharepoint/dev/embedded/concepts/admin-exp/billing/billing) |
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> [!Note]
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> For information about how to set up SharePoint Advanced Management, see [Microsoft Syntex - SharePoint Advanced Management overview](/sharepoint/advanced-management).
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> For information about how to set up SharePoint Advanced Management, see [SharePoint Advanced Management overview](/sharepoint/advanced-management).
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