Forum Discussion
SOE_Tech
Aug 30, 2022Brass Contributor
Starting with Syntex - Hierachy Question
Hey everyone, i am currently trying to establish a contract management system in Sharepoint Syntex and I am a bit lost. We implemented Office 365 and still struggle with setting up the Sharepoint...
- Sep 01, 2022Document understanding models that you create in the content center do not need to be applied to the document library in the content center but are applied (as you mentioned above) to other document libraries. Let me see if I can summarize:
You create the model for "Contracts" in the content center. Once your model is tested and ready to publish, you publish the model to the Finance Document Library for your finance user. Document Understanding models are deployed to a document library (not a folder although that may be a nice feature request for the future). The finance user will upload content to the folder and those documents will be evaluated by Syntex and the Contracts model applied if it matches the classification tests for the model and then the metadata extracted.
If you have more than one model applied to a library, all of the models are evaluated in parallel and if multiple models match the content the one with the highest classification score will be used.
If you want to apply a model to multiple document libraries, that is also possible for Document Understanding Models. Just publish the model to multiple libraries and you are good to go.
For your second question about a "listing or view", you can always use the contentype to return the content that matches (e.g., one view for Purchase that returns PurchseContracts and another for Finance that returns FinanceContracts) if I understand your meaning. These are not permissioned views though but more of a filter. If you want to have permissions, have one folder for each ContentType and either have people upload to the right folder or us a Flow to move the document to the right folder with metadata after it is classified and extracted by Syntex.
Hope this helps.
SOE_Tech
Sep 06, 2022Brass Contributor
Ah i found that webpart.
Can i also display the metadata i extracted? That would be great as that is the main reason i would make such a list to have an overview and not "just" a list of the files.
Can i also display the metadata i extracted? That would be great as that is the main reason i would make such a list to have an overview and not "just" a list of the files.
Mario_Fulan
Sep 07, 2022Iron Contributor
You can. In the query you can request which fields to return. I don't have a handy link right now, but you can find examples by searching the tech documentation.
- SOE_TechSep 09, 2022Brass ContributorSo i was trying to somehow list every file that has been classified as "invoice" by the program.. still couldnt find a way to do so..
Funniest part is that the "counter" in the starting pages shows you how many files there are - SOE_TechSep 08, 2022Brass ContributorThe webpart sadly doesnt find any documents that are registered as "invoice" .. just returns empty and no files unfortunately 😞