Microsoft Syntex is a part of Microsoft 365 and SharePoint, designed to help organisations automate content processing. It focuses on using machine learning and AI to analyse and classify content, extracting important information from documents, and automating business processes.

As Betasoft SharePortals natively stores all its documents in SharePoint, the full power of Syntex becomes available to any documents stored in your SharePortals solution.

Here are some practical ways Microsoft Syntex can help you streamline document handling:

  1. Document Understanding and Classification:
    • Microsoft Syntex uses AI to analyse the content of documents, making it easier to classify and organise information. This can be particularly useful in managing large document repositories.
    • Whether you are digitising paper documents or working with electronic formats, automatically identifying what type a document is the first step in automating the entire process of document handling.
  2. Metadata Extraction:
    • Microsoft Syntex can automatically extract metadata from documents, reducing the need for manual entry. This not only saves time but also improves the accuracy of document tagging and categorisation.
    • Metadata can be assigned to the document as SharePoint / SharePortals document tags but also used to populate Betasoft SharePortals record data
  3. Process Automation:
    • Microsoft Syntex allows you to create workflows and automate business processes based on the content of documents. For example, it can automatically route documents for approval in Teams or trigger other specific actions based on the information extracted.
  4. Compliance and Information Governance:
    • By automating the classification of documents and enforcing metadata standards, Microsoft Syntex helps organisations maintain compliance with regulatory requirements. This is crucial for industries with strict data governance and compliance standards.
    • Understanding the type of the type of a document allows systems to appropriately life-cycle manage that document
  5. Search and Discovery:
    • With enhanced metadata and classification, searching for specific documents becomes more efficient. Users can find the information they need quickly, leading to increased productivity. Where a SharePortals record holds a large number of documents correct tagging makes finding a document in the Document list much easier.
  6. Training and Customization:
    • Microsoft Syntex can be trained to understand the specific terminology and content relevant to your industry or organisation. This customisation ensures that the tool aligns with your business needs and accurately processes your unique documents.
  7. Reduced Manual Work:
    • By automating content processing and document management tasks, Microsoft Syntex helps reduce the reliance on manual labour for repetitive and time-consuming activities. This frees up employees to focus on more strategic and value-added tasks.
  8. Enhanced Decision-Making:
    • The insights gained from automated content analysis can contribute to better decision-making. By understanding the content and context of documents, organisations can make informed choices and respond quickly to business needs.

If your organisation deals with large volumes of documents or if documents are of a critical or sensitive nature and therefore need to be managed in a manner compliant with local data protection laws then Microsoft Syntex should be on your list of technologies under consideration.