Create an enterprise model in Microsoft Syntex

^{Applies to:   ✓ All custom models   |   ✓ All prebuilt models}

An enterprise model is created and trained in the content center, and can be discovered by others to use. Whether you want to create a custom model or use a prebuilt model, you can do so from any of these places in Microsoft Syntex:

• From the Models library
• From the content center home page
• From any document library in a site where Syntex has been activated

For this article, we start in the Models library. For information about the different model types, see Overview of model types in Syntex.

If you want to create a local model, see Create a model on a local SharePoint site.

Create a custom model

1. From the Models library, select Create a model.

2. On the Options for model creation page, select the Custom models tab.

   

   Note

   These available model options are configured by your Microsoft 365 admin. All model options might not be available.

3. Select one of the following tabs to continue with the custom model you want to use.

Single class model

Use the Single class model to create an unstructured document processing model.

1. Select Single class model.

2. On the Single class model: Details page, you'll find more information about the model. If you want to proceed with creating the model, select Next.

3. On the right panel of the Create a model using a single class model page, enter the following information.

   • Model name – Enter the name of the model, for example Service agreements.

   • Description – Enter information about how this model will be used.

     

4. Under Advanced settings:

   • In the Content type section, choose whether to create a new content type or to use an existing one.

   • In the Compliance section, select the retention label or sensitivity label you want to add. If a label has been already applied to the library where the file is stored, it will be selected.

5. When you're ready to create the model, select Create.

6. You're now ready to train the model.

Freeform extraction model

Use the Freeform extraction model to create a freeform document processing model.

1. Select Freeform extraction model.

2. On the Freeform extraction model: Details page, you'll find more information about the model. If you want to proceed with creating the model, select Next.

3. On the right panel of the Create a model using the freeform extraction model page, enter the following information.

   • Model name – Enter the name of the model, for example Service agreements.

   • Description – Enter information about how this model will be used.

     

4. Under Advanced settings:

   • In the Content type section, choose whether to create a new content type or to use an existing one.

   • In the Compliance section, select the retention label or sensitivity label you want to add. If a label has been already applied to the library where the file is stored, it will be selected.

5. When you're ready to create the model, select Create.

6. You're now ready to train the model.

   Note

   When published, this model type is available for reuse by others who do not own the model. Currently, this model can be edited and shared for editing only by the model owner.

Structured extraction model

Use the Structured extraction model to create a structured document processing model.

1. Select Structured extraction model.

2. On the Structured extraction model: Details page, you'll find more information about the model. If you want to proceed with creating the model, select Next.

3. On the right panel of the Create a model using the structured extraction model page, enter the following information.

   • Model name – Enter the name of the model, for example Service agreements.

   • Description – Enter information about how this model will be used.

     

4. Under Advanced settings:

   • In the Content type section, choose whether to create a new content type or to use an existing one.

   • In the Compliance section, select the retention label or sensitivity label you want to add. If a label has been already applied to the library where the file is stored, it will be selected.

5. When you're ready to create the model, select Create.

6. You're now ready to train the model.

   Note

   When published, this model type is available for reuse by others who do not own the model. Currently, this model can be edited and shared for editing only by the model owner.

Create a prebuilt model

1. From the Models library, select Create a model.

2. On the Options for model creation page, select the Prebuilt models tab.

   

3. Select one of the following tabs to continue with the prebuilt model you want to use.

Contract processing

1. Select Contract processing model.

2. On the Contract processing: Details page, you'll find more information about the model. If you want to proceed with using the model, select Next.

3. On the right panel of the Create a contract processing model page, enter the following information.

   • Model name – Enter the name of the model, for example Service agreement.

   • Description – Enter information about how this model will be used.

     

4. Under Advanced settings:

   • In the Content type section, choose whether to create a new content type or to use an existing one.

   • In the Compliance section, select the retention label or sensitivity label you want to add. If a label has been already applied to the library where the file is stored, it will be selected.

5. When you're ready to create the model, select Create.

6. You're now ready to complete setting up the model.

Invoice processing

1. Select Invoice processing model.

2. On the Invoice processing: Details page, you'll find more information about the model. If you want to proceed with using the model, select Next.

3. On the right panel of the Create an invoice processing model page, enter the following information.

   • Model name – Enter the name of the model, for example Office expenses.

   • Description – Enter information about how this model will be used.

     

4. Under Advanced settings:

   • In the Content type section, choose whether to create a new content type or to use an existing one.

   • In the Compliance section, select the retention label or sensitivity label you want to add. If a label has been already applied to the library where the file is stored, it will be selected.

5. When you're ready to create the model, select Create.

6. You're now ready to complete setting up the model.

Receipt processing

1. Select Receipt processing model.

2. On the Receipt processing: Details page, you'll find more information about the model. If you want to proceed with using the model, select Next.

3. On the right panel of the Create a receipt processing model page, enter the following information.

   • Model name – Enter the name of the model, for example Office expenses.

   • Description – Enter information about how this model will be used.

     

4. Under Advanced settings:

   • In the Content type section, choose whether to create a new content type or to use an existing one.

   • In the Compliance section, select the retention label or sensitivity label you want to add. If a label has been already applied to the library where the file is stored, it will be selected.

5. When you're ready to create the model, select Create.

6. You're now ready to complete setting up the model.

Sensitive information processing

1. Select Sensitive information processing model.

2. On the Sensitive information processing: Details page, you find information about the model and can see examples of a document library looks with entities detected and entities extracted. If you want to proceed with using the model, select Next.

   

3. On the Create a sensitive information processing model page, enter the following information.

   • Model name – Enter the name of the model, for example Contact numbers.

   • Description – Enter information about how this model will be used.

   

   Note

   Unlike other prebuilt models, there isn't an Advanced settings section because the options to select a content type or to apply sensitivity or retention labels aren't available for this model. If you need a model where you must specify a content type, you'll need to use a different model type. The option to apply security labels will be available in a future release of this model.

4. When you're ready to create the model, select Create.

5. You're now ready to complete setting up the model.

Simple document processing

1. Select Simple document processing model.

2. On the Simple document processing: Details page, you'll find more information about the model. If you want to proceed with using the model, select Next.

3. On the Create a simple document processing model page, on right panel, enter the following information.

   • Model name – Enter the name of the model, for example Service agreement.

   • Description – Enter information about how this model will be used.

   

4. If you want to change the content type or add compliance labels, select Advanced settings.

   

   • In the Content type section, choose whether to create a new content type or to use an existing one.

   • In the Compliance section, select the retention label or sensitivity label you want to add. If a label has been already applied to the library where the file is stored, it will be selected.

5. When you're ready to create the model, select Create.

6. You're now ready to complete setting up the model.