Overview of freeform document processing in Microsoft Syntex

Use the freeform document processing model (freeform selection method) to automatically extract information from unstructured and freeform documents such as letters and contracts.

Microsoft Syntex uses Microsoft Power Apps AI Builder document processing (formerly known as form processing) to create freeform document processing models within SharePoint document libraries.

You can use AI Builder document processing to create freeform document processing models that use machine learning technology to identify and extract key-value pairs and table data from unstructured or freeform documents, such as contracts and correspondence.

Organizations often receive documents that have no structure in large quantities from various sources, such as mail, fax, and email. Processing these documents and manually entering them into a database can take a considerable amount of time. By using AI to extract the text, key-value pairs, and tables from your documents, Syntex automates this process.


For more ideas about how to use these models in your organization, see Get started driving adoption and Scenarios and use cases.

For example, you can create a structured document processing model that identifies all documents that are uploaded to the document library. From each document, you can then extract and display specific data that is important to you.

Screenshot showing the document library view.

You use example files to train your model and define the information to be extracted from your form. The layout of your document is learned by training your model. You only need five form documents to get started. Syntex will analyze your example files for key-value pairs, and you can also manually identify ones that might not have been detected. AI builder lets you test the accuracy of your model on your example files.

You can only create a structured document processing model in SharePoint document libraries for which it's enabled. If it has been enabled, you're able to see the Classify and extract option in your document library.

Screenshot showing the AI Builder model.

If you need it enabled on your document library, contact your Microsoft 365 admin.


For information about requirements to consider when choosing this model, see Requirements and limitations for models in Microsoft Syntex.

See also

Compare custom models

Train a freeform document processing model