Set up Microsoft Syntex

This article covers the initial setup experience for Microsoft Syntex content AI features. Before following the steps in this article, configure your billing and licensing options as follows:

Note

For information about setting up Microsoft Syntex - SharePoint Advanced Management, see Microsoft Syntex - SharePoint Advanced Management overview.

Requirements

You must have Global admin or SharePoint admin permissions to be able to access the Microsoft 365 admin center and set up Microsoft Syntex.

As an admin, you can also make changes to your selected settings anytime in the Microsoft 365 admin center.

Set up Microsoft Syntex services

  1. In the Microsoft 365 admin center, select Setup, and then view the Files and content section.

  2. In the Files and content section, select Use content AI with Microsoft Syntex.

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

  4. Select the Microsoft Syntex service that you want to set up.

  5. Choose the options that you want to use, and then select Save.

Setup instructions by service

The following table provides links to the specific setup instructions for each service.

Service Instructions to set up service
Prebuilt document processing Set up prebuilt document processing
Structured and freeform document processing Set up structured and freeform document processing
Unstructured document processing Set up unstructured document processing
Autofill columns Set up autofill columns
Content assembly Set up content assembly
Image tagging Set up image tagging
Taxonomy tagging Set up taxonomy tagging
Document translation Set up document translation
Video translation Set up video translation
Syntex eSignature Set up Syntex eSignature
Optical character recognition Set up optical character recognition
Microsoft 365 Archive Set up Microsoft 365 Archive
Microsoft 365 Backup (Preview) Set up Microsoft 365 Backup