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 have Global admin or SharePoint admin permissions to be able to access the Microsoft 365 admin center and set up structured and freeform document processing in Syntex.

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, and then select Use content AI with Microsoft Syntex.

  2. On the Use content AI with Microsoft Syntex page, select Manage Microsoft Syntex.

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

  4. On the Structured and freeform document processing page:

    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 the sites where users can create models, select No SharePoint libraries or Libraries in selected SharePoint sites and follow the instructions to either select the sites or upload a CSV listing a maximum of 100 sites. Be sure to add your content center site if you want it to be included. You can then manage site access permissions for the sites you selected.

    c. Select Save.

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.

You also need to allocate AI Builder credits to the custom environment before you can create document processing models.

If you have AI Builder credits allocated to the environment, these credits will be used first. 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.