Using Microsoft SharePoint Syntex for AI Document Management

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Phil Gold

1:30:47

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[1] Introduction

[1] Introduction.mp4

01:07

[2] 1. Fundamentals and Best Practices

[1] What is SharePoint Syntex.mp4

02:37

[2] Who can use Syntex.mp4

02:58

[3] 2. The Importance of Planning

[1] Forming processing models.mp4

03:36

[2] Documenting understanding models.mp4

03:16

[3] Understanding your data.mp4

02:44

[4] Building scenarios.mp4

03:09

[4] 3. Setting Up Syntex

[1] Activating Syntex.mp4

03:38

[2] Authorizing users.mp4

01:27

[5] 4. Create a New Document Understanding Model

[1] Creating a new SharePoint Content Center.mp4

03:38

[2] Creating the model.mp4

02:33

[3] Importing training files.mp4

02:39

[6] 5. Identify Documents with Classifiers

[1] Labeling positive and negative examples.mp4

03:08

[2] Creating an explanation.mp4

04:50

[3] Testing your classifier.mp4

02:04

[7] 6. Find Key Data with Extractors

[1] Creating your first extractor and labels.mp4

03:47

[2] Adding an explanation.mp4

04:30

[3] Using patterns in explanations.mp4

05:37

[4] Proximity.mp4

06:04

[5] Applying your model to a library.mp4

03:14

[8] 7. Form Processing Models

[1] Creating a form processing model.mp4

01:58

[2] Naming fields and adding documents.mp4

04:40

[3] Selecting your form fields.mp4

03:59

[4] Training and test your model.mp4

02:11

[5] Publishing and using your model.mp4

02:50

[9] 8. Useful Model Tools

[1] Duplicating, renaming, or deleting a model.mp4

02:33

[2] Applying a retention label.mp4

02:50

[3] Modeling usage analytics.mp4

01:16

[10] Conclusion

[1] Where to go from here.mp4

01:54

Description

SharePoint Syntex lets you use AI to extract information from documents and forms in SharePoint libraries. For example, you could import hundreds of contracts and have SharePoint automatically recognize the participants in the contracts and contract amounts. Or you could pull totals from a set of invoices and add that information directly into a SharePoint library column. In this course, instructor Phil Gold explains how to use the Syntex AI to train models to identify types of documents and forms and define the specific information you want to capture. After exploring some basic concepts and best practices, Phil shows you how to set up Syntex and create document-understanding models and form-processing models. He also shows how to build classifiers and extractors for documents, create and label collections of similar forms, and add your models to your SharePoint libraries—faster than ever before.

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Phil Gold

Instructor's Courses

Passion for Serving Organizations through Growing Enabling and Learning Cultures. I am a senior-level learning and development professional with a passion for serving organizations through growing an enabling and learning culture. I'm a strong advocate for the employee, and believe in using their voice to aid in the creation of solutions to fit their needs; my strong communication skills allow me to tell that story back to them in a way that helps strengthen buy-in and engagement. I'm experienced in strategic planning, with proven abilities as a team leader working with cross-functional and global teams of employees, stakeholders, and vendors. I can distill and convey complicated technical concepts into plain language for a non-specialist audience, and deliver that in person or virtually. Competencies: • Development and implementation of training programs, including in-person and virtual classroom presentation and the creation of online learning tools for use of global audiences, both technical and non-technical • Consultation with individual and team business partners to determine requirements, locate or develop workable solutions, and facilitate effective deployment that creates business advantages • Strategic communications development and implementation, both stand-alone and as an enabler for transition management • Production of instructional videos, classroom materials, technical documentation and other communications to support strategic direction • Adept at establishing and maintaining strong relationships with external partners • Design, creation, and maintenance of Web and SharePoint sites • Organization and production for large and small events

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