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Step 4: Train and publish your modelĪfter you create and train your model, you're ready to publish it and use it in SharePoint. You need to tag the documents to teach the model to understand the fields and table data you want to extract. When the analysis is complete, you can proceed with tagging the documents. For detailed steps, see Group documents by collections.Īfter you create your collections and add the example files for each, AI Builder will examine the uploaded documents to detect the fields and tables. You can create as many collections of document layouts you want your model to process. For detailed steps, see Define fields and tables to extract. You first define the fields and tables you want to teach your model to extract on the Choose information to extract page.
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When you look for example files to use, see the form processing model input document requirements and optimization tips. On this page, you can add and analyze your example documents. To apply a retention label to your files, in the Retention label section, select the retention label you want to use.Īfter you create your new form processing model, your browser opens a new Power Apps AI Builder forms processing model page. If you don't want it to be the default view, in the Library view for this model section, clear the Set the view as default checkbox. Your model creates a new view in your document library for your extracted data. To use an existing content type, select Select one, and choose a content type from the list. In the Content type gallery, choose whether to create a new content type or to use an existing one. To map this model to an existing content type in the SharePoint content types gallery, select Advanced settings. SharePoint content types are managed through the SharePoint admin center. A SharePoint content type represents a category of documents that have common characteristics and share a collection of columns or metadata properties for that particular content. When you create a form processing model, you create a new SharePoint content type. If you select An existing list, in the Selected list box, choose the list you want to use.
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If you want to show the list in the site navigation, select the Show in site navigation checkbox. If you select A new list (the default setting), a suggested name is automatically provided in the New list name box. In the Where should we save table info? section:
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In addition, the extracted table information is saved to a specified list and associated with the uploaded file for easy viewing or for additional business process automation. The collection name is saved to a dedicated column in the document library where the model is applied, which allows you to distinguish different file layouts processed by the same model. This lets you compose several models into a single model and extract specific table item information. You can now automatically extract and save information from a collection of structured files that share a similar layout-such as invoices or tax documents-that are in a SharePoint document library. In the Create a model to process forms panel, in the Name field, type a name for your model (for example, Purchase Orders). The first step in creating a form processing model is to name the model, define the new content type, and create a new document library view for it.įrom the document library, select the Automate menu, select AI Builder, and then select Create a model to process forms. If you need processing enabled on your document library, you must contact your SharePoint administrator. If form processing is enabled, you're able to see the Automate > AI Builder > Create a model to process forms menu in your document library. You can only create a form processing model in SharePoint document libraries for which it's enabled. Using AI Builder - a feature in Microsoft Power Apps - SharePoint Syntex users can create a form processing model directly from a SharePoint document library.Ĭreating a form processing model involves the following steps: