This document discusses Microsoft Syntex, a content AI service that is integrated into Microsoft 365. It provides an overview of Syntex capabilities like document processing, image tagging, and taxonomy tagging. It also discusses custom and prebuilt Syntex models. Additionally, it demonstrates how to use Syntex for contract management by deploying a sample site template and shows a demo. Resources for learning more about managing contracts with Syntex and available site templates are also provided.

1. Contract Management with Microsoft Syntex,
Teams and ChatGPT
Hamid Sadeghpour Saleh
Microsoft MVP – MCT
Cloud Architect – Advisor - Trainer
Arash Aghajani
November 22 | 19:00 PM CET | 18:00 PM GMT
Livestream event
Senior Consultant
Modern Workplace

2. Microsoft Learn & Learning Rooms
Microsoft Learn – Your Homepage!
Tech Community, Trainings and Learning Paths
Microsoft Certification and Applied Skills
Blog, YouTube, Learning Room
https://shorturl.at/fGY68

3. Arash Aghajani
• Senior Consultant | Modern Workplace, M365, Power Platform @LongView
• SharePoint Technical Architect, 15+ years, Blogger, Speaker
• Microsoft Learn Expert in Microsoft Tech Community
• Top contributor in Farsi SharePoint Community (Since 2006)
• Founder and Co-Organizer :
 Persian SharePoint Community
 Microsoft MSFarsi Community
 Vancouver M365 & Power Platform User Group
 SharePoint Administrators Wiki site
• Contributor in M365 PnP Community
SharingIsCaring!
linkedin.com/in/ArashAghaja
ni
@aghajaniarash
www.ArashAghajani.com

5. 1.6 billion
documents
A day added to
Microsoft 365
$46 billion
yearly
To store and
manage content
130 billion
terabytes
Of unstructured
content by 2025
Microsoft Syntex

6. Microsoft 365 Microsoft Azure Microsoft Purview Power Platform
Microsoft Syntex
Microsoft Syntex

7. People loved the concept [of Microsoft Syntex but] they weren't sure about the connections between Syntex and SharePoint, so
we decided to simplify all that and rename Syntex to "SharePoint Premium." SharePoint is the base content management
collaboration platform for Microsoft 365; SharePoint Premium [is] value-added services on top.
“Jeff Tepper”, Ignite , November 2023
Microsoft Syntex
SharePoint Syntex
October 2020
Microsoft Syntex
October 2022
SharePoint
2024
?!

8. Microsoft Syntex Services
Content assembly
Automatically generate standard business
documents from templates and data
sources.
Document processing
Automatically extract information from
structured, semi-structured, or unstructured
documents using prebuilt or custom models.
Image tagging
Automatically tag images with
descriptive keywords using AI.
Taxonomy tagging
Automatically tag documents
with terms or term sets
configured in your taxonomy
store using AI.
eSignature
Use Syntex eSignature to quickly and
securely send documents for
signature to people both inside and
outside of your organization
OCR service
Automatically extract printed or
handwritten text from images.
Microsoft 365 Archive (Preview)
Microsoft 365 Archive is a cost-effective, long-
term storage solution for inactive or historical
data in SharePoint
Microsoft 365 Backup (Preview)
M365 Backup provides modern backup and
recovery capabilities for SharePoint,
Exchange Online, and OneDrive for
Business.

9. Microsoft Syntex Model Types
Models can be either enterprise models, which are created in a content center, or local models, which are
created on your local SharePoint site.
o Unstructured document processing
o Freeform document processing
o Structured document processing
o Contract processing
o Invoice processing
o Receipt processing
Custom Models Prebuilt Models

10. Custom Models
The type of custom model you choose will depend on the types of files you use, the format and structure
of the files, and where you want to apply the model.

11. Custom Models

12. Prebuilt Models
Prebuilt models are pretrained to recognize documents and the structured information in the documents.
Instead of having to create a new custom model from scratch, you can iterate on an existing pretrained
model to add specific fields that fit the needs of your organization.

13. Contract Management Solution Scenario
Contract
Payout List
HR User
HR Manager
Approved

14. Contract Management Site Template
How to deploy Contract
Management Site
Template:
https://pnp.github.io/synt
ex-samples/site-
templates/SyntexContracts
Management/README.ht
ml

15. DEMO

16. Resources
Manage contracts using a Microsoft 365 solution
https://learn.microsoft.com/en-gb/microsoft-365/syntex/solution-manage-contracts-in-microsoft-365
SharePoint site templates for Microsoft Syntex
https://learn.microsoft.com/en-us/microsoft-365/syntex/site-templates
Welcome to Microsoft Syntex—Content AI integrated in the flow of work
https://www.microsoft.com/en-us/microsoft-365/blog/2022/10/12/welcome-to-microsoft-syntexcontent-ai-
integrated-in-the-flow-of-work/

17. Q&A

18. Thank you!