Aug 30 2022 05:41 AM
Aug 30 2022 05:41 AM
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 how we would like it.
So I am the one person that is going to try to get "his part" done and then show how it would/could work.
Now I am trying to use the Syntex to get the contracts and other documents somewhat sorted which leaves me at a dead end.
The creating modules part is done and i think i got the kinda hang of it. What however is really confusing is the "document library" part in the Content Center.
1) Do i need to upload the files all in the content management area in order to use the models?
e.g. I have a Teams User "Finance" who has a sharepoint library called "Finance" and a subfolder called "Invoices". I therefore want to give them a list of all documents that are filtered with the model (e.g. Invoices). So Syntex creates a library called "invoices" but can i also upload the files in the original subfolder from finance?
Do i have the files twice then or does Syntex just extract the infos and "links" the files in the original folder?
When applying the models/syntex to the library can i create a "listing" that is only visible for the department? E.g. Finance only for finance, Purchase only for purchase?
Thanks in advance
Sep 01 2022 01:16 PMSolution
Sep 02 2022 04:58 AM - edited Sep 02 2022 05:08 AM
First of all thank you very much for your answer and time to reply to this.
I just managed to get the second content center and start from scratch (it is a testing enviorment).
I just created two different models - one for contracts one for invoices. From what i gather i would now share the contract model with our legal department and they in return apply it to their library.
Now where does that information show up in the end? I let the model run trough and i saw that my sharepoint now has a column "classification" but that remains empty despite the same contract in the training gets labeled/classified correctly.
Also; Is there a central "hub" for the results to be returned to?
At the end of the day the main goal is to have "somewhere" all the information is available at a glance ( a list) and not by me going trough each and single library, as i for example want to put reminders in place to warn me that a contract runs out.
This centralized view works for the "invoices" which i uploaded to Syntex Content Center but not for the ones i have uploaded somewhere in the library. It just adds the infos there.
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