[January 2022 Update: the pricing/licensing changes discussed below have been announced, see the January blog post here for more details.]
Content is the lifeblood of organizations, carrying de...
Updated Feb 02, 2026
Version 6.0
Blog Post
Hi,
Is there anyway to use Syntex within O365Office to process documents at the Save stage?
My thinking is that to overcome one of our two biggest challenges (Saving to the right library and applying Metadata) it would be great if Syntex could intercept the Save/SaveAs process to recommend both a library location and appropriate metadata for that library.
So for example a user creates a business case for a project, Syntex knows the template, knows the user, can extract date/timeframes, status, etc and recommend to the user which librariezx they have access to that hold business cases and streamlines the saving process.
Any suggestions?
Thanks
Martin