Unstructured Document Processing and Content Assembly App

In this scenario you will find a Power Platform sample document management solution that uses Microsoft Syntex Unstructured Document Processing and Content Assembly.

All from a Power App: upload a benefits changes document to the app and a Syntex document understanding model will process the document and will extract metadata values from the document. Then using the extracted metadata with Syntex content assembly a custom service agreement will be generated and made available in the app.

Deploy today to your tenant and see a great example of the art of the possible with Power Platform and Microsoft Syntex.

Sample/Source Code

You can find the sample source code here: /scenario-samples/Unstructured-DPM-and-CA-Scenario

Deployment Instructions

Currently most of the steps are manual (for example import the content assembly modern template) but hopefully in the near future it might be possible to automate all of the process using MS Graph API or new Powershell commands. Before starting, download all content in a single folder on your computer.

Then use the PnP PowerShell powered scripts to deploy the necessary SharePoint online libraries, columns and the Syntex model to your content center.

Import Syntex Model "BenefitChangesServiceAgreement.pnp" into your Syntex content center
Import Syntex model into your Syntex Content Center

Import Syntex Model into your Syntex content center

The first step is to import the Syntex model template named BenefitChangesServiceAgreement.pnp into your Syntex Content Center.

To do this run ImportSyntexModel.ps1 PowerShell script.

Before running the PowerShell script open the file with your preferred editor and update:

Variable $ContentCenterURL to be the url of your Syntex content center.

Save and execute the script.

After this you will find in your Syntex content center that the new model has been deployed.

Create SharePoint libraries, columns and deploy Syntex model

Ensure a new SharePoint site (recommended template Team Site) is created or an existing site can be reused for this solution. Make a note of the URL for this site.

The next step is to create the necessary SharePoint libraries, columns and publish the Syntex model to a library.

To do this use the DeployContent.ps1 PowerShell script.

Before running the PowerShell script open the file with your preferred editor and update:

Variable $SiteURL to be url of the site to be used to add files and create documents.
Variable $ContentCenterURL to be the url of your Syntex content center.
Optionally update the variables $LibraryNameSA and $LibraryNameCA to use different library names

Save and execute the script.

The script completes the following:

Creates the Contract Management Hub document library
- Add ServiceAgreementLink column to library
Create Service Agreement document library
Publishes the Syntex model to Contract Management Hub document library

Create Modern Template in "Service Agreement" document library

The next step is to create the Syntex Content Assembly modern template. Currently these are manual steps and the instructions are added below.

1. Create Modern Template

Access the “Service Agreement” document library in your target site.

Select "+ New" -> "Create Modern Template"

2. Select “Service Agreement Contract.docx” as Template

3. Create Placeholders

You need to create 3 placeholders in your template

Employee Name
Change Date
Discount

This will be the final result:

To complete the above - do the following...

Create “Employee Name” field.
Click on “+ New field”
As Name type “Employee Name”
Select “Enrico Cattaneo” in the document text and “Confirm”

Press “Next” button

Select “Single line of text” and press “Save” button

Click “+ New field” to create “Change Date” field

Select “September 15, 2017” in document text.

Press “Confirm” button…

Select “Date and time” as type

Press “Save” button…

Click “+ New field” to create “Discount” field

Select “8” in document text.

Press “Confirm” button…

Select “Number” as type

4. Publish Template

Press “Publish” button in the top right hand corner to publish the template.

Do not change the template name and press the “Publish” button one more time.

5. Check Result

Now check that the “Service Agreement Contract” template is now available in “Service Agreement” document library

Import Power Platform Solution

In this step you need to import DocManagementMicrosoftSyntex_1_0_0_9.zip as solution in your Power Platform Environment. To do this remember that you need an Environment with Dataverse.