5 Tips for Using Microsoft Syntex

SharePoint is an essential solution for many businesses. It can be used for organizing and sharing content both internally and externally. Microsoft Syntex is a SharePoint-based solution that enables organizations to better manage their content using AI-based advanced managed feature sets. With Syntex, you can improve your content understanding, processing and compliance. If you want to get the most from this tool, the following five tips will help.

1. Generate Documents Automatically Using Content Assembly

Organizations managing content often have a lot of repeatable document workflows. The content assembly capabilities allow Microsoft Syntex to automate a lot of this repetitive work. Users can convert existing documents into templates and then populate them using other files or data sources on their SharePoint sites.

This has two key advantages. First, it means that making new documents is easier. Second, it allows the lifecycle of existing documents to be greatly extended. Content assembly can be used for anything from financial processing to invoicing to customer service requests.

2. Rapidly Deploy Models With Microsoft Syntex Prebuilt Templates

The Microsoft Syntex workflow is heavily based on data models. These are useful for converting data embedded in documents into usable information on your SharePoint site.

Getting details from invoices and receipts is one of the most common challenges for businesses. Since these types of documents can be highly varied in form, gleaning data from them can often involve a lot of manual entry.

With prebuilt models from Syntex, you can quickly deploy models to capture information from your invoices and receipts. These are already set up to be able to intelligently identify the key details; you merely need to configure them to suit your needs. Leveraging this powerful feature can save time, reduce mistakes and turn your financial documentation into more useful digital information.

3. Apply a Pre-Configured Tile View To Simplify Data Visualization

One of the areas that Microsoft’s cloud-based solutions tend to excel in is templates and predefined views. The pre-configured tile views can be applied to libraries to automatically add visualization to models.

For example, your library may include information on purchase orders. These purchase orders are likely already organized into models that you have created. However, there is probably not a very attractive or easy way to view that information. With the Microsoft Syntex tile view, you have excellent visibility of all your data in the library.

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4. Train Local Site Models To “Build Once and Reuse Often”

One of the key design philosophies of Microsoft Syntex is that you can build things once and then reuse them many times. This is represented in many parts of the application, particularly the models. Traditionally, the workflow has centered on the content center. However, sometimes you need to create a model with options that aren’t available through that system. Alternatively, you may need models for special-use cases that aren’t well-suited to the content center.

For these circumstances, using local site models allows you to train models that are kept on a single SharePoint suite. You can develop useful models to use on your company or team’s specific SharePoint implementation. By creating and then training models, you can more easily manage documents and data suited for your unique use cases.

5. Stay Up to Date on the Latest Microsoft Syntex Changes

Finally, the best way to get more from Microsoft Syntex is to stay current with all the latest changes. It is one of the fastest-evolving products offered by Microsoft. SharePoint and the cloud have become launching points for some of the company’s most innovative and disruptive products, in part because they can be so easily updated and improved.

The Syntex roadmap has many great features in the works for the future. From new templates to improved models, you can expect Microsoft to keep delivering high-value tools. By following these, you can get even more from your AI-based models, templates and document workflows. Furthermore, since training your models can make them even more powerful, the more you use Syntex, the more value you will get from it.

Move to the Cloud To Get Microsoft Syntex and More

The Microsoft cloud offers many powerful features and functions that can help your business become more productive. The AI- and machine-learning-powered feature set of Microsoft Syntex is a perfect example of this.

If you want to take advantage of the most cutting-edge business solutions, you will need to migrate your business from your legacy systems to the cloud. Cloudficient is a migration solutions provider that specializes in Microsoft 365. Contact us today to learn more about our technologies and services and to get started planning your migration.

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