Streamline Content Processing in SharePoint and Beyond
At AdaptivEdge, we’ve worked on many SharePoint solutions over the last decade. Until recently, SharePoint required manual data classification. This was a major pain point for many businesses as manual entry is time-consuming and introduces extra opportunities for human error. To stay efficient, many businesses had to pick and choose the metadata they wanted to prioritize.
Now, Syntex (previously SharePoint Syntex) can solve this problem by automating data extraction. Whether you’re working within the SharePoint umbrella or on Exchange, Teams, or OneDrive, our long-term experience with advanced SharePoint document management solutions can help you make the jump to streamlined extraction with Syntex.
Support for All Syntex’s Core Features
Our Syntex consultants assist as you design and realize end-to-end document management solutions. Automate everything from document creation to eSignature to records management disposition. Learn more about the Syntex offerings we support below:
Content Understanding
Extract and translate content from almost any file (image files included) and automatically apply tags or populate your data into columns, saving hours of manual data entry. As you use Syntex, its machine learning algorithms will use your feedback to improve extraction and recognition accuracy.
Content Processing
Automatically generate documents from templates and metadata supplied in your document libraries or lists, then send them immediately for review and approval. Microsoft has provided prebuilt models for contracts, invoices, receipts, and sensitive data, but your AdaptivEdge consultant can help you quickly create custom models based on specific documents and business requirements.
Content Compliance
Apply sensitivity and retention labels consistently across documents. These can trigger DLP policies to help secure access to the data (including access via Copilot) and restrict it from being shared outside your organization or accessed on a non-compliant device. We can also help you use Syntex to automate the backup, archival, and destruction process of your records and stay on top of your compliance requirements.
Content Discovery
Integrate with Microsoft’s eDiscovery tools to identify, collect, and produce electronically stored information (ESI) in response to legal requests, and ensure your relevant data is able to be accurately captured and accessed during the discovery process.
Meet Your AI Syntex Consultant
With experience as a SharePoint administrator and Microsoft collaboration and content expert, Jade has built up a deep understanding of Syntex and how to translate its capabilities into solutions for your business needs.
Get to know Jade more on our team page:
5 Steps to Start Efficiently Managing Your Documents
- Get started with Syntex consulting by setting up a call with us. We’ll discuss your plans and set goals to start out strong.
- If you haven’t already done so, our first step will be to help you map out the lifecycle for each document type to inform your metadata requirements (e.g., document creator, templates used, signatory requirements).
- We’ll work with you to set up automation for these required metadata fields — think SharePoint best practices completed without any manual input or third party extensions.
- Syntex requires testing, validation, and human input to refine the model over time, so your consultant will guide you through these processes to ensure success.
- We often suggest starting with a small pilot to provide your algorithms with feedback and improve accuracy before expanding your strategy.
