Apply a document understanding model in Microsoft SharePoint Syntex



After publishing your document understanding model, you can apply it to one or more SharePoint document library in your Microsoft 365 tenant.

Note

You are only able to apply the model to document libraries that you have access to.

Apply your model to a document library.

To apply your model to to a SharePoint document library:

  1. On model home page, on the Apply model to libraries tile, select Publish model. Or you can select +Add Library in the Libraries with this model section.

    Add model to library

  2. You can then select the SharePoint site that contains the document library that you want to apply the model to. If the site does not show in the list, use the search box to find it.

    Select a site

    Note

    You must have Manage List permissions or Edit rights to the document library you are applying the model to.

  3. After selecting the site, select the document library to which you want to apply the model. In the sample, select the Documents document library from the Contoso Case Tracking site.

    Select a doc library

  4. Since the model is associated to a content type, when you apply it to the library it will add the content type and its view with the labels you extracted showing as columns. This view is the library's default view by default, but you can optionally choose to not have it be the default view by selecting Advanced settings and deselecting Set this new view as default.

    Library view

  5. Select Add to apply the model to the library.

  6. On the model home page, in the Libraries with this model section, you should see the URL to the SharePoint site listed.

    Selected library

  7. Go to your document library and make sure you are in the model's document library view. Notice that if you select the information button next to the document library name, a message notes that the document library has a model applied to it.

    Information view

    You can the select View active models to see details about any models that are applied to the document library.

  8. In the Active models pane, you can see the models that are applied to the document library. Select a model to see more details about it, such as a description of the model, who published the model, and if the model applies a retention label to the files it classifies.

    Active models pane

After applying the model to the document library, you can begin uploading documents to the site and see the results.

The model identifies any files with model’s associated content type and lists them in your view. If your model has any extractors, the view displays columns for the data you are extracting from each file.

Apply the model to files already in the document library

While an applied model processes all files uploaded to the document library after it is applied, you can also do the following to run the model on files that already exists in the document library prior to the model being applied:

  1. In your document library, select the files that you want to be processed by your model.

  2. After selecting your files, Classify and extract will appear in the document library ribbon. Select Classify and extract.

  3. The files you selected will be added to the queue to be processed.

    Classify and extract

Note

You can copy individual files to a library and apply them to a model, but not folders.

The Classification Date field

When a SharePoint Syntex document understanding or form processing model is applied to a document library, a Classification date field is included in the library schema. By default this field is empty, but when documents are processed and classified by a model, this field is updated with a date-time stamp of completion.

Classification date column

The Classification date field is used by the When a file is classified by a content understanding model trigger to run a Power Automate flow after a Syntex content understanding model has finished processing a file and updated the "Classification date" field.

Flow trigger

The When a file is classified by a content understanding model trigger can then be used to start another workflow using any extracted information from the file.

See Also

Create a classifier

Create an extractor

Document Understanding overview