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 model

From the Models library, select Create a model.

On the Options for model creation page, there are two sections:

• Train a custom model

• Set up a prebuilt model

Note

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

Train a custom model

The Train a custom model section shows the training method for the type of custom models you want to create.

• Teaching method – Creates an unstructured document processing model.

• Freeform selection method – Creates a freeform document processing model.

• Layout method – Creates a structured document processing model.

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

Teaching method

Use the Teaching method to create an unstructured document processing model.

1. Select Teaching method.

2. On the Teaching method: 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 with the teaching method 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, under Retention labels, select the retention label you want to add. Under Sensitivity labels, select the sensitivity label you want to add. If a compliance label has been already applied to the library where the file is stored, it will be shown.

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

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

Freeform selection method

Use the Freeform selection method to create a freeform document processing model.

1. Select Freeform selection method.

2. On the Freeform selection method: 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 with the freeform selection method 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, under Retention labels, select the retention label you want to add. If a compliance label has been already applied to the library where the file is stored, it will be shown.

   Note

   Sensitivity labels are not available for Freeform selection method (freeform document processing models) at this time.

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.

Layout method

Use the Layout method to create a structured document processing model.

1. Select Layout method.

2. On the Layout method: 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 with the layout method 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, under Retention labels, select the retention label you want to add. If a compliance label has been already applied to the library where the file is stored, it will be shown.

   Note

   Sensitivity labels are not available for Layout method (structured document processing models) at this time.

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.

Set up a prebuilt model

The Set up a prebuilt model section shows the types of prebuilt models you can use.

• Contract processing
• Invoice processing
• Receipt processing

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

Contract processing

1. Select Contract processing.

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, under Retention labels, select the retention label you want to add. If a retention label has been already applied to the library where the file is stored, it will be selected.

   Note

   Sensitivity labels are not available for prebuilt models at this time.

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.

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, under Retention labels, select the retention label you want to add. If a retention label has been already applied to the library where the file is stored, it will be selected.

   Note

   Sensitivity labels are not available for prebuilt models at this time.

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.

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, under Retention labels, select the retention label you want to add. If a retention label has been already applied to the library where the file is stored, it will be selected.

   Note

   Sensitivity labels are not available for prebuilt models at this time.

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

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