Set up and manage structured and freeform document processing in Microsoft Syntex

The structured and freeform document processing service for Microsoft Syntex is set up in the Microsoft 365 admin center.

Prerequisites

Licensing

Before you can use structured and freeform document processing in Syntex, you must first link an Azure subscription in Syntex pay-as-you-go. Structured and freeform document processing in Syntex is billed based on the type and number of transactions.

Permissions

You must be a SharePoint Administrator or Global Administrator to be able to access the Microsoft 365 admin center and set up structured and freeform document processing.

Important

Microsoft recommends that you use roles with the fewest permissions. This helps improve security for your organization. Global Administrator is a highly privileged role that should be limited to emergency scenarios when you can't use an existing role.

Set up structured and freeform document processing

After an Azure subscription is linked to Microsoft Syntex, structured and freeform document processing will be automatically set up and enabled for all SharePoint sites.

Manage sites

By default, structured and default document processing is turned on for libraries in all SharePoint sites. Follow these steps to manage which SharePoint sites users can use to create custom models to process files.

1. In the Microsoft 365 admin center, select Setup.

2. Under Files and content, select Automate content processes with Syntex.

3. On the Automate content processes with Syntex page, select Go to Syntex settings.

4. On the Syntex page, under Document & image services, select Structured and freeform document processing.

5. On the Structured and freeform document processing panel:

   a. Choose which site or sites this service should be enabled for.

   Note

   Disabling a site after a model is made available to process files on that site will not disable the model. Models can still be used to process files and incur charges. A model can be made available to process files by being created either on that site or in a content center.

   b. To restrict user access to this service, under Sites where models can be created, select Edit. On the Where can prebuilt models be used? panel, select No sites or Selected sites (up to 100) and follow the instructions to either select the sites or upload a CSV file listing a maximum of 100 sites. You can then manage site access permissions for the sites you selected.

   Note

   You must be a member of any site that you want to include in the CSV file.

   c. Select Save.

Turn off structured and freeform document processing

When the structured and freeform document processing service is turned off, structured and freeform models will not run, and users will not be able to create or apply structured or freeform models.

Follow these steps to turn off structured and freeform document processing.

1. On the Manage Microsoft Syntex page, select Structured and freeform document processing.

2. On the Structured and freeform document processing page, under Status, turn the toggle to Off.

   

   Note

   For multi-geo environments, when the service is turned off, the service is off for all geos.

Using a custom Power Platform environment

Your tenant comes with a default Power Platform environment. If you plan to use a custom Power Platform environment, you must install the AI Builder for Project Cortex app in this environment. See Manage Dynamics 365 apps for details and look for the AI Builder for Project Cortex app in the list of Dynamics 365 apps. The environment must not be of the Sandbox type.

If you have AI Builder credits available to the environment, these credits will be used first. For both custom and default Power Platform environments, once the credits are exhausted, the processing transactions are charged to the meter.

When using a custom environment, model creators must be assigned the Environment Maker security role. Model users must have permission to use (not edit) the model file in SharePoint libraries. For more information, see Assign a security role to a user. Custom security roles can be created to specifically grant access to the AI Builder tables as the Environment Maker role so those users can create models. You don't need to assign users this role if you're using the default Power Platform environment.