Automate document and record labelling with SharePoint Syntex AI

In this video we will give you all the information you need to get started with SharePoint Syntex.

About this video

SharePoint has long been known for its document management capabilities. Allowing SharePoint users to manually tag documents with labels to help colleagues find them easier, apply restricted access and or trigger retention periods to prevent the document from being deleted.

However, Microsoft have recently released a product as part of their AI initiatives to help take the leg work out of tagging your documents know as SharePoint Syntex.

SharePoint Syntex is a Microsoft 365 service that helps organizations to: Use advanced AI and machine teaching to amplify human experiences, automate content processing and transform content into knowledge.

In this video we will give you all the information you need to get started with SharePoint Syntex.

Who is this video for?

This video is for IT Admins, Operations and those responsible for creating or archiving document records.

You are likely already familiar with Office 365 and SharePoint Online functionality, but are now seeking ways to streamline and automate business processes through workflow and artificial intelligence.

In this video we will discuss:

  • Understanding document management in SharePoint Online
    • What is a SharePoint document library?
    • What is a Retention label?
    • What is a Sensitivity label?
    • What is a Content type?
  • What is SharePoint Syntex?
  • How to build a Document understanding AI Model (Demo)
    • Training files
    • Classifier – determining if a document is a specific type
    • Extractors – automatically pull out data from the document to use as meta data tags
    • Publishing the model – how to associate the model to one or more document libraries
  • How SharePoint Syntex can save you money!
  • License costs
    • How this product is licensed
  • Valto Services
    • How we can support you setting up this product

Useful resources

About Valto

Valto are here to help you with all your Microsoft 365 projects.

Valto are Microsoft 365 Specialists who provide a full range of services for the platform. This includes Support, Training, Adoption, Consultancy and Migration. Learn more about the Valto story or Contact Us, our number is 03335 779 009.

Contact Us