Automate
Your Document Metadata with Microsoft Syntex Autofill

Supercharge Your Document Management with Autofill Columns

Tired of manually filling out metadata for your documents? Microsoft Syntex Autofill Columns is the solution you've been waiting for! This powerful feature uses AI to automatically extract, summarize, and generate content from the files you upload to your SharePoint document libraries, saving you valuable time and effort.

Imagine having a super-smart assistant that reads your documents and fills out the necessary metadata for you. That's the power of Autofill Columns. Whether you're dealing with invoices, contracts, or any other type of document, Syntex can streamline your workflow and improve your overall document management.

Understanding Autofill Columns: The Basics

Autofill Columns is a feature within Microsoft Syntex that leverages AI to analyze your documents and populate column data in your SharePoint library. You pose a question or 'prompt' in plain English (or other supported languages), and Syntex saves the answer directly to a specific column.

You can set up multiple questions for each file, with each answer populating its own designated column. This allows for highly organized and easily searchable document libraries.

Setting Up Autofill Columns: Step-by-Step Guide

To get started with Autofill Columns, you'll need to configure a few settings in your Microsoft 365 admin center. Here's a step-by-step guide for admins:

1. Access the Admin Center: Log in to the Microsoft 365 admin center and navigate to Setup > Files and content > Automate content processes with Syntex.

2. Manage Microsoft Syntex: Click on the 'Go to Syntex settings' option.

3. Set Up Azure Billing: Ensure Azure billing is configured to use Syntex. You'll need to provide an Azure subscription, resource group, and region. This is where the costs for the AI processing will be billed.

4. Enable Autofill Columns: From the 'Documents & images' tab, choose 'Autofill columns' and configure your desired options.

5. Select Site Collections: Determine which SharePoint Site Collections will use Autofill Columns. You can enable it for all or select specific ones (up to 100).

6. Save Your Settings: Once you’re satisfied with your selections, save your configuration.

Understanding Microsoft Syntex Billing Options

Microsoft Syntex offers flexible billing options to suit your needs:

Pay-As-You-Go: You're billed based on the number of pages processed. Each page counts as one transaction at $0.05 per transaction. You only pay once per document, even with multiple autofill columns.

Per-User Licensing: A predictable monthly cost per user. The pay-as-you-go option is often preferable, particularly if your usage varies month to month.

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Autofill Columns is like having a super-smart assistant that reads your documents and fills out metadata for you.

Content Alchemist

How To Set Up Autofill Columns in Your SharePoint Library

Here's how to set up Autofill Columns in your SharePoint library:

1. Navigate to Your SharePoint Library: Open the library where you want to add the Autofill column.

2. Add a New Column: Click the '+Add Column' button and choose the column type you require (e.g., text, number).

3. Configure Autofill Settings: After the column is created, access the column settings and click on the 'Autofill' link. Here, you'll define your prompt — the specific question you want the AI to answer about each document.

4. Test Your Prompt: Before saving, test your prompt by uploading a sample document. The AI will attempt to fill in the column correctly. Testing does not incur any billing charges.

5. Save Your Settings: Once you are satisfied with your prompt, save your configuration. The column will automatically populate based on the AI's findings in your documents.

Real-World Autofill Columns in Action: Examples

Let's explore a couple of ways you can leverage Autofill Columns in real-world scenarios:

Example 1: Invoice Processing Imagine a SharePoint library filled with invoices. You can set up autofill columns to automatically extract the following data:

* Invoice Number

* Total Amount

* Due Date

Now, when you upload new invoices, these fields will automatically populate, eliminating manual data entry!

Example 2: Contract Summarization If you work with numerous contracts, you can configure an autofill column to automatically generate a summary of key terms. Simply upload a contract, and the AI will provide a concise summary ready for review.

Wrapping Up Unlock Efficiency and Automation with Syntex Autofill

Autofill Columns in Microsoft Syntex is a powerful tool for automating document management and significantly boosting your team's productivity. By implementing this feature, you can:

* Streamline document workflows

* Reduce manual data entry and minimize associated errors

* Improve the searchability and organization of your SharePoint libraries

With flexible billing options to suit your budget, there’s never been a better time to implement Autofill Columns. Give it a try, and experience the benefits of automated document metadata!

Happy automating!