SharePoint Syntex: Intelligent Document Processing

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    SharePoint Syntex: Intelligent Document Processing

    See how SharePoint Syntex enables intelligent document processing for Swiss companies, streamlining workflows and compliance.

    November 1, 202410 min read
    Marcel Haas

    Marcel Haas

    Solution Architect, CEO

    marcel.haas@cnext.ch
    20+ Jahreexperience·6×Microsoft Applied Skills·SharePoint & Microsoft Copilot
    6x Microsoft Applied Skills
    CNEXT SharePoint

    Quick Answer

    See how SharePoint Syntex enables intelligent document processing for Swiss companies, streamlining workflows and compliance.

    SharePoint Premium (formerly Syntex) uses AI models for automatic document classification, metadata extraction, and intelligent content processing. For Swiss companies with high document volumes, the solution offers significant automation potential.

    Features

    Document Understanding

    Content Understanding Models analyze unstructured documents such as contracts, reports, or correspondence and automatically extract relevant information. The models are trained with sample documents and achieve high accuracy after just a few training rounds. For Swiss companies, this means: less manual filing, more consistent metadata, and faster document retrieval.

    Form Processing

    Structured and semi-structured forms such as invoices, orders, or delivery notes are automatically read using AI Builder. The solution reliably recognizes fields, tables, and key-value pairs—even with varying layouts from different suppliers. Integration with Power Automate enables seamless automation from the inbox to posting.

    Metadata Extraction

    Automatic compliance labeling classifies documents based on confidentiality, retention period, or document type. The extracted metadata flows directly into SharePoint columns, enabling precise searches, automatic views, and rule-based workflows. Sensitivity labels from Microsoft Purview can be seamlessly integrated.

    Use Cases

    Contract Management

    Swiss companies process contracts daily in German, French, and Italian. SharePoint Premium automatically extracts contracting parties, durations, notice periods, and amounts. Combined with retention labels, you ensure legal compliance for storage according to the Swiss Code of Obligations (OR).

    Invoice Processing

    Incoming invoices are automatically classified, relevant data such as amounts, VAT rates, and payment deadlines are extracted, and forwarded for approval. Integration with Dynamics 365 Finance or SAP reduces manual entry errors and speeds up the payment process.

    HR Documents

    Applications, work references, and personnel files are automatically categorized and tagged with privacy labels. This supports compliance with Swiss data protection laws and simplifies the management of sensitive personnel data.

    Conclusion

    SharePoint Premium makes document processing intelligent and scalable. Swiss companies benefit from automated classification, consistent metadata assignment, and seamless integration into existing Microsoft 365 workflows.


    Further Links & Sources

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    This article was created with the support of AI and reviewed by our team. We use AI tools to produce high-quality content efficiently — the editorial responsibility always lies with our experts.

    Marcel Haas

    Marcel Haas

    Solution Architect, CEO

    6x Microsoft Applied Skills

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