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Released in October 2022, Microsoft Syntex uses AI and machine learning to manage your content in SharePoint, Teams, OneDrive, and Exchange. This powerful tool can help you process frequently used documents, such as forms and agreements, by gathering the needed information. This AI creates repetitive documents like contract renewals and routine maintenance reports, while seamlessly tagging your content with the right keywords – making everything more organized and searchable.

Note: Beginning in the first half of 2024, all current and incoming Syntex services will move under SharePoint Premium, Microsoft’s newly rebranded content management and experiences platform.

What services does Microsoft Syntex provide?

Syntex can process, assemble, and classify your company’s content through AI models and templates.

Syntex also offers services centered around content management, featuring Microsoft 365 Archive, Microsoft 365 Backup, Syntex Repository services, and more.

Content Processing

Figure 1 – Demo of Syntex Content Understanding in SharePoint

If your business receives a high volume of repetitive documents daily, Syntex can streamline your workflow by extracting essential information into columns within your document library. Choose either prebuilt or custom models to pinpoint the information you need.

Prebuilt models have been trained to recognize certain structured documents and also only requires you to add any other fields you need. These models work best for documents such as contracts, invoices, and receipts.

Types of Custom Models
Figure 2 – Types of Custom Models

Custom models require training from your uploaded example files. Choose from three types of custom models, which also have different types of training methods associated with them.

1. Unstructured document processing, or the machine teaching method: Train your model to classify and extract certain text. Best for documents with information that use repetitive phrases or patterns.

2. Freeform document processing: Train your model by selecting information to extract from anywhere in the document. Best for documents with content in varying locations.

3. Structured document processing: Train your model by marking the content’s expected location. Best with field and table values in forms and invoices.

Assemble Content

Demo of Syntex Content Assembly in SharePoint
Figure 3 – Demo of Syntex Content Assembly in SharePoint

Use Syntex to produce standard business documents, such as contracts, SOWs, correspondence messages, and more. Begin by uploading an existing Word document to create a “modern template”. Convert the document into a template by creating fields, specifying its occurrences, and defining data types. Finally, generate new documents from SharePoint lists either manually or using Power Automate.

Classify Content

Improve your capability to accurately store, search, and also share content by using AI to tag your content and store the metadata in your document library.

  • Image Tagging: Tag images with descriptive keywords.
  • Taxonomy Tagging: Tag documents with your configured terms.
  • Compliance Service: Tag documents using the proper labels (ex. sensitivity and retention labels) created in Microsoft Purview.

Other Syntex Services

  • Microsoft 365 Archive: Store inactive SharePoint sites in cost-effective, long-term storage while maintaining searchability, security, and compliance. Currently available for preview.
  • Microsoft 365 Backup: Backup and recover data of any size within hours. Currently available for preview.
  • eSignature: Ensure Microsoft 365 security and compliance when sending signature requests.
  • Optical Character Recognition (OCR): Extract text from printed or handwritten images.

Lastly, these are additional features that are mentioned but not fully covered in Syntex Microsoft documentation:

  • SharePoint Advanced Management: A Microsoft 365 add-on that provides more control over access policies, download policies, and lifecycle policies for sites in SharePoint and OneDrive.
  • Syntex Repository Services: A Platform-as-a-Service that enables developers to connect their application to Microsoft Cloud and integrate M365 Capabilities. Currently in private preview.
  • Copilot: Microsoft is integrating Syntex capabilities with their AI Chatbot, allowing users to access features through it. Examples include: extracting metadata from document libraries, content assembly, using eSignature.

How much does Syntex Cost?

Details of Syntex Cost
Figure 4 – Details on Syntex Cost

To use these services, you just need an Azure subscription – no new licenses required. Your Global or SharePoint admin can enable Syntex and also specify the services they want. These features operate on a pay-as-you-go system, and the cost varies depending on the features used.

Note: These services should continue to have the same licensing and pricing model under SharePoint Premium.

Monthly limits for trial Syntex services
Figure 5 – Monthly limits for trial Syntex services

Until June 2024, any business can access some of these services for free, up to a limited monthly amount.

Microsoft Syntex automates handling everyday repetitive content for your business. Achieve more with less effort using Syntex today!

Reach out to Total Solutions for assistance and training on maximizing Microsoft Syntex’s capabilities for your business.

Resources

Overview of Microsoft Syntex – Microsoft Syntex | Microsoft Learn
Microsoft Syntex, Content AI | Microsoft 365
Microsoft Introduces SharePoint Premium, its Syntex Successor — Redmondmag.com
SharePoint Premium – Microsoft Adoption Overview of content assembly in Microsoft Syntex – Microsoft Syntex | Microsoft Learn
Announcing new Microsoft Syntex innovations – Plugins for Microsoft 365 Copilot, Repository Services – Microsoft Community Hub
What The ?S#& is Microsoft Syntex? (youtube.com)
Introduction to Microsoft Syntex Repository Services (youtube.com)