Create a model on a local SharePoint site with Microsoft SharePoint Syntex

SharePoint Syntex now provides an option to create and train models locally on your own SharePoint site. These models can be used only on the site where they're created.

By activating document classification and extraction on your SharePoint site, SharePoint Syntex lets you classify files in document libraries, extract information from new files, and automate activities based on extracted information.

When you activate local model creation, the following lists and libraries will be added to your site:

  • Models document library
  • Training files document library
  • Explanation templates list
  • Model usage list

This feature is available only for creating document understanding models and prebuilt models.

Create a model on a local site

  1. From a SharePoint document library, select the files you want to analyze, and then select Classify and extract.

    Screenshot of a SharePoint document library with the Classify and extract option highlighted.

  2. The first time you use this feature, you're activating SharePoint Syntex on your site. You'll see the following message.

    Screenshot of the Activate document classification and extraction infomation page.

    Note

    You must have the Manage Web Site permission to perform administration tasks and manage content for the site. This would be a site owner. Once the feature is activated, anyone with the Manage Lists permission will be able to create and manage models.

  3. Select Activate to continue. You'll see the following message.

    Screenshot of the Document classification and extraction activated message with the option to Create a model.

  4. Select Create a model.

  5. On the Create a model panel, type the name of the model, select the model type, and then select Create.

    Screenshot of the Create a model panel.

  6. Proceed to train your document understanding model or to configure your prebuilt model using the files that you selected.

  7. When done, the Add to library panel opens.

    Screenshot of the Add to library panel showing the site and libraries applied.

  8. On the Add to library panel, you'll see the name of your SharePoint site and the document library that the model will be applied to. If you want to apply the model to a different library, select Back to libraries, and choose the library you want to use. Then select Add.

  9. On the model home page, in the Where the model is applied on this site section, you can see the libraries that have the model applied. To apply the model to other libraries on the site, select Apply model.

    Screenshot of the model home page showing the Where the model is applied on the site section.