Apply a document understanding model in Microsoft SharePoint Syntex



After publishing your document understanding model, you can apply it to one or more SharePoint document libraries in your Microsoft 365 tenant.

Note

You are only able to apply the model to document libraries that you have access to.

Apply your model to a document library

To apply your model to a SharePoint document library:

  1. On model home page, on the Apply model to libraries tile, select Apply model. Or, in the Where the model is applied section, select +Add library.

    Screenshot of Where the model is applied section with the Add library option highlighted.

  2. You can then select the SharePoint site that contains the document library that you want to apply the model to. If the site doesn't show in the list, use the search box to find it.

    Select a site.

    Note

    You must have Manage List permissions or Edit rights to the document library you are applying the model to.

  3. After selecting the site, select the document library to which you want to apply the model. In the sample, select the Documents document library from the Contoso Case Tracking site.

    Select a doc library.

  4. Because the model is associated to a content type, when you apply it to the library it will add the content type and update the default view with the labels you extracted showing as columns. However, you can select Advanced settings to optionally choose to retain the current library view or to use a new view with model information and file thumbnails. If you choose to keep the current library view, the new views with model information are still available under the library's view menu.

    Screenshot of the Advanced settings showing the library views.

    For more information, see Change the view in a document library later in this article.

  5. Select Add to apply the model to the library.

  6. On the model home page, in the Where the model is applied section, you should see the name of the SharePoint site listed.

  7. Go to your document library and make sure you are in the model's document library view. Select Automate > View document understanding models.

  8. On the Review models and apply new ones page, select the Applied tab to see the models that are applied to the document library.

    Screenshot showing the Applied tab selected and the applied models.

  9. Select View model details to see information about a model, such as a description of the model, who published the model, and if the model applies retention or sensitivity labels to the files it classifies.

After applying the model to the document library, you can begin uploading documents to the site and see the results.

The model identifies any files and folders with the model’s associated content type and lists them in your view. If your model has any extractors, the view displays columns for the data you're extracting from each file or folder.

Note

If two or more document understanding models are applied to the same library, the uploaded file is classified using the model that has the highest average confidence score. The extracted entities will be from the applied model only.

If a custom form processing model and document understanding model are applied to the same library, the file is classified using the document understanding model and any trained extractors for that model. If there are any empty columns that match the form processing model, the columns will be populated using those extracted values.

Sync changes to one or more libraries

When you publish a model to multiple document libraries and then update the model, such as adding or removing an extractor, you need to push the update to all the libraries that the model has been applied.

To sync changes to all applied libraries:

  1. On model home page, in the Where the model is applied section, select Sync all.

    Screenshot showing the Where the model is applied section and the Sync all button highlighted.

To sync changes to one or only selected libraries:

  1. On model home page, in the Where the model is applied section, select the library or libraries you want to apply the changes to.

  2. Select Sync.

    Screenshot showing the Where the model is applied section and the Sync button highlighted.

Apply the model to files and folder content already in the document library

While an applied model processes all files and folder content uploaded to the document library after it's applied, you can also do the following to run the model on files and folder content that already exist in the document library prior to the model being applied:

  1. In your document library, select the files and folders that you want to be processed by your model.

  2. After selecting your files and folders, Classify and extract will appear in the document library ribbon. Select Classify and extract.

    Screenshot showing the Classify and extract option.

  3. The files and folders you selected will be added to the queue to be processed.

    Note

    You'll receive a message indicating how long classification might take. If you've selected only files, classification might take up to 30 minutes. If you've selected one or more folders, classification might take up to 24 hours.

Classification Date field

When a SharePoint Syntex document understanding model (or a form processing model) is applied to a document library, the Classification Date field is included in the library schema. By default, this field is empty. However, when documents are processed and classified by a model, this field is updated with a date-time stamp of completion.

Screenshot of a document library showing the Classification Date column.

The Classification Date field is used by the When a file is classified by a content understanding model trigger to run a Power Automate flow after a model has finished processing the contents of a file or folder and has updated the Classification Date field.

Flow trigger.

The When a file is classified by a content understanding model trigger can then be used to start a flow using any extracted information from the file or folder.

As an example, when a model is stamped with the Classification Date, you can use the Send an email after SharePoint Syntex processes a file flow to notify users that a new file has been processed and classified by a model in the SharePoint document library.

To run the flow:

  1. Select a file, and then select Integrate > Power Automate > Create a flow.

  2. On the Create a flow panel, select Send an email after SharePoint Syntex processes a file.

    Screenshot showing the Create a flow panel and flow option highlighted.

Change the view in a document library

There are multiple ways to view how you see the information in a SharePoint document library. You can change the view in your document library to fit your needs or preferences.

To change the view on the library page, select the view dropdown menu to show the options, and then select the view you want to use.

Screenshot of a view dropdown menu showing the view options.

For example, if you select Tiles from the list, the page will display as shown.

Screenshot of a document library showing the Tiles view.

The Tiles view displays up to eight user-created fields. If there are fewer than eight, up to four system-generated fields are shown: Sensitivity (if available), Retention (if available), Content type, Modified date, Modified by, and Classification date.

To edit any current view, on the view dropdown menu, select Edit current view.

See also

Create a classifier

Create an extractor

Document Understanding overview