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Implementation

SharePoint Premium Document Processing Implementation

IT Partner sets up SharePoint Premium (formerly Microsoft Syntex) document processing in one Microsoft 365 tenant on Microsoft's pay-as-you-go billing: we link the pay-as-you-go services to an Azure subscription in your own tenant, build and train one or two document processing models (a prebuilt model such as invoice, receipt or contract, or a custom structured or unstructured model on your own documents), apply them to the libraries that hold the paper, set up the metadata columns, views and content types that make the extracted fields useful, add content assembly or autofill columns where they are in scope, and configure usage monitoring so finance can see what the meters cost. Standard scope is one tenant, up to two models and up to five libraries; larger estates are quoted in writing. Fixed price $3,950, typically two weeks, paid after you approve delivery. Microsoft's per-page and per-transaction pay-as-you-go charges are billed by Microsoft to your Azure subscription and are yours; Microsoft 365 licenses are yours.

Timeline 2 weeksService owner Roman SotnikSharePointMicrosoft 365

What this engagement is

SharePoint Premium document processing (the capability set Microsoft shipped as Microsoft Syntex and renamed in late 2023) reads the documents already landing in your SharePoint libraries and turns them into metadata: a vendor name, an invoice total, a contract end date, a form field, a classification. Once that metadata exists, SharePoint can file the document under the right content type, light up views and filters, drive a Power Automate approval, apply a retention label, and give Copilot and search something more useful than a filename. The capability is strong; what stops most organizations is not the technology but the setup, which spans three admin surfaces (Azure, the Microsoft 365 admin center, and the SharePoint content center) and a licensing model that changed from per-user seats to pay-as-you-go meters. This engagement does that setup end to end for one tenant. We start with your documents, not with the product: you give us a handful of real samples from each process you want to automate, and we tell you which model type fits. Prebuilt models (Microsoft-trained models for invoices, receipts, contracts and similar document types) need no training and work in a day. Structured models learn the layout of forms and tables from a small set of labeled examples. Unstructured models learn to classify documents and pull fields from free-form text such as letters, statements of work or agreements. Each has different training effort, different accuracy characteristics and, at the time of writing, different meters, and we choose with you rather than defaulting to the fanciest option. We then switch on pay-as-you-go. SharePoint Premium meters are billed to an Azure subscription in your own tenant, so we identify or create that subscription and resource group, confirm the roles Microsoft requires in both places, activate the pay-as-you-go services in the Microsoft 365 admin center, and connect the specific services you will use. We build and train the models in a content center, test them against documents the model has not seen, apply them to the target libraries, and build the columns, content types and views that make the extracted data visible and filterable. Where content assembly (generating documents from a template and list data) or autofill columns (prompt-driven column population) are part of the agreed scope, we configure one of each. Finally we make the meters legible. We set up Azure Cost Management views and a budget alert on the subscription so the people paying the bill can see pages processed and dollars spent per service, and we hand over a short guide that tells your admins how to read it, how to add a library to a model, and how to turn a service off. The page count Microsoft charges for is yours and is billed by Microsoft; nothing in this fee covers, caps or marks it up.

Success criteria

01Pay-as-you-go services for SharePoint Premium are active in your Microsoft 365 admin center, linked to an Azure subscription and resource group in your own tenant, with only the services you agreed to use connected.
02One or two document processing models (prebuilt, structured or unstructured, as agreed at kickoff) are published from a content center and applied to the target libraries, each validated against a held-out set of your own documents with the results reviewed and accepted by the process owner.
03Extracted fields land in library columns tied to a content type, with at least one view or filter per library built on those columns, and the process owner can find a document by extracted value without opening it.
04Where in scope, one content assembly template or one autofill column is working in the agreed library and has produced an output the process owner has accepted.
05Azure Cost Management shows SharePoint Premium meter spend by service, a budget with alert recipients exists on the subscription, and your admins have been walked through reading it.
06Your admins hold a written handover (configuration summary, model notes, meter guide, how to extend and how to stop) and any temporary access granted to IT Partner has been removed.

What you receive

✓Document and process intake: review of three to five sample documents per process, written recommendation of model type (prebuilt, structured or unstructured) per process, and the scope confirmation of which libraries, columns and optional features are in
✓Pay-as-you-go enablement: Azure subscription and resource group identified or created in your tenant, required roles confirmed, pay-as-you-go services activated in the Microsoft 365 admin center and connected for the agreed SharePoint Premium services only
✓Content center and models: a content center site, one or two trained and published document processing models, training notes recording the sample set, the fields extracted and the validation results against held-out documents
✓Library setup: models applied to up to five target libraries, metadata columns and content types created or mapped, at least one view per library built on extracted fields, and retention label or Power Automate trigger hooks documented where you already have them
✓Optional feature configuration where in scope: one content assembly template mapped to list or library columns, or one autofill column with its prompt and the columns it populates
✓Usage monitoring: Azure Cost Management view filtered to the SharePoint Premium meters, a budget with alert recipients on the subscription, and a note on where pages processed appear
✓Handover guide: configuration summary, model and library inventory, meter reading guide, how to apply a model to another library, how to retrain, and how to disconnect a service, delivered in a walkthrough with your SharePoint admin and the process owner
✓Access cleanup: removal of any temporary admin or delegated access granted for the work, confirmed in writing

How the work unfolds

Kickoff and document intake (days 1 to 2)

We meet your SharePoint admin and the owner of each business process, collect three to five representative documents per process (including the messy ones), and agree the target libraries, the fields that matter and whether content assembly or autofill is in scope. We confirm the tenant is in a cloud where pay-as-you-go is offered, look for an Azure subscription in the same tenant, and put anything that would block the setup in writing before touching the tenant.

Pay-as-you-go enablement (days 2 to 3)

We identify or create the Azure subscription and resource group, confirm the Owner or Contributor role on the subscription and the Microsoft 365 admin role Microsoft requires, activate pay-as-you-go services in the Microsoft 365 admin center, and connect only the SharePoint Premium services you will use. We create a content center site and confirm the services appear there.

Model build and training (days 3 to 7)

For a prebuilt model we apply it to the sample set and check which fields it returns. For a structured or unstructured model we label the training examples, define the extractors, train, and iterate until the fields you care about come back consistently on documents the model has not seen. The process owner reviews results on the held-out set and signs off on the fields before we publish.

Library and metadata setup (days 7 to 9)

We apply the models to the target libraries, create or map the metadata columns and content types, build the views and filters the process owner asked for, and document any hooks into retention labels or Power Automate flows you already run. If content assembly or an autofill column is in scope, we configure it here and run it against real data.

Monitoring and validation (day 9 to 10)

We set up the Azure Cost Management view for the SharePoint Premium meters, a budget with alert recipients, and run a controlled batch of documents through each library so finance can see the first charges appear and match them to pages processed. Any field or classification misses from the batch are corrected.

Handover and closeout (day 10)

We walk your SharePoint admin and the process owner through the handover guide, show how to add a library, retrain a model and disconnect a service, remove our temporary access, and ask for your approval of delivery. Payment is due after that approval.

Prerequisites

→A Microsoft 365 commercial tenant with SharePoint Online; at the time of writing Microsoft does not offer SharePoint Premium pay-as-you-go in GCC, GCC High or DoD, and we confirm availability for your cloud at kickoff
→An Azure subscription in the same tenant that can carry pay-as-you-go charges, or approval to create one (a Visual Studio or other credit-based subscription does not qualify at the time of writing); an Azure plan through IT Partner's CSP is one way to provide it
→Someone who holds Owner or Contributor on that Azure subscription and the Microsoft 365 admin role Microsoft requires to activate pay-as-you-go, available for the enablement step or willing to grant time-bound delegated access
→Three to five representative documents per process, including poor scans and edge cases, and a named business owner for each process who can review extraction results and sign off on fields
→The target SharePoint libraries identified, with a site owner who can approve content type and column changes
→Microsoft 365 licenses for the users who will work in the libraries; SharePoint Premium pay-as-you-go does not replace them

Who does what

IT Partner

  • Review sample documents and recommend the model type per process in writing before work begins
  • Enable pay-as-you-go against your Azure subscription, connect only the agreed services, and create the content center
  • Build, train, validate and publish the one or two models, and apply them to the agreed libraries with the columns, content types and views
  • Configure the content assembly template or autofill column where in scope
  • Set up Azure Cost Management views and a budget alert for the SharePoint Premium meters and explain how to read them
  • Deliver the handover guide, walk your admins through it, and remove any temporary access we were granted

Your team

  • Provide the Azure subscription (or approve creating one) and accept Microsoft's pay-as-you-go terms in your tenant
  • Supply representative sample documents and a business owner per process who reviews results and signs off on the extracted fields
  • Grant admin access or time-bound delegated access for the work, and approve content type and column changes on the target sites
  • Decide the budget amount and name the alert recipients for the pay-as-you-go meters
  • Pay Microsoft for the pages and transactions the services process, billed to your Azure subscription at Microsoft's published rates
  • Approve delivery at the closeout walkthrough

What's not included

✕Microsoft's metered pay-as-you-go charges: pages processed, documents assembled, autofill transactions and any other SharePoint Premium meter are billed by Microsoft to your Azure subscription at Microsoft's published rates; this service does not resell, cap, discount or absorb them
✕Microsoft 365, SharePoint Premium per-user or Microsoft 365 Copilot licenses; we can quote them through our CSP at Microsoft's list price, but they are not part of this fee
✕More than two document processing models or more than five libraries; both are quoted in writing as an extension
✕Migrating documents into SharePoint, reorganizing existing libraries or cleaning up historical metadata (see our SharePoint migration and governance services)
✕Building Power Automate flows, approval processes or integrations that act on the extracted metadata beyond documenting the trigger hook; our Microsoft 365 business process automation service covers that
✕Retention labels, records management or sensitivity labeling design; we document where extracted fields can drive them, and our Purview services implement them
✕Other SharePoint Premium services (eSignature, document translation, image tagging, taxonomy tagging, OCR for Purview, SharePoint agents, Archive or Backup) unless named in the scope confirmation
✕Bulk reprocessing of a historical backlog of documents through the models; the fee covers configuration and a controlled validation batch, and the backlog run is scheduled with you because every page is a Microsoft charge
✕Ongoing retraining, model tuning or monitoring after handover; our managed SharePoint care plan or hourly SharePoint engineer time covers that

Limitations & technical notes

!Standard scope is one tenant, up to two document processing models and up to five target libraries, with one content assembly template or one autofill column where in scope. Larger estates, additional models or additional libraries are quoted in writing.
!Extraction accuracy depends on your documents. Prebuilt models return the fields Microsoft trained them for and cannot be taught new ones; structured models need consistent layouts; unstructured models need enough labeled examples per class. We validate against documents the model has not seen and report what it gets right and wrong, but we do not promise a hit rate before seeing your samples.
!Microsoft's pay-as-you-go meters, rates, per-service availability and feature names (including the Syntex to SharePoint Premium rename and the status of content assembly and autofill under pay-as-you-go) are stated as at the time of writing and are re-confirmed with you at kickoff against Microsoft's current pricing page.
!Pay-as-you-go requires an Azure subscription in the same tenant; where your tenant is managed through a CSP, the subscription may need to be an Azure plan from that CSP. We resolve this at kickoff and can provide one through IT Partner.
!Every page the models process is a Microsoft charge from the moment the model is applied to a library. We apply models in a controlled order, start with the validation batch, and leave the historical backlog for you to schedule with the budget alert in place.
!Autofill columns and content assembly are configured once each as examples; we show your admin how to add more, but additional templates and prompts beyond the one included are an extension.
!The ten-day plan assumes sample documents and the business owner are available in the first two days and that the Azure subscription or approval to create one exists at kickoff; delays on those move the plan by the same number of days.

Frequently asked questions

What does the $3,950 cover, and what does Microsoft charge separately?

The fixed fee covers the work on this page for standard scope: one tenant, up to two models, up to five libraries, pay-as-you-go enablement, metadata and views, one content assembly template or autofill column where in scope, usage monitoring and handover. It is quoted in writing before work begins and paid after you approve delivery. Microsoft charges separately for what the services process: a per-page or per-transaction meter, billed by Microsoft to your Azure subscription at its published rate. We help you see and alert on that spend but we do not resell, cap or absorb it. Larger estates are quoted in writing.

What is the difference between SharePoint Premium and Microsoft Syntex?

The same product line. Microsoft launched the content AI services as SharePoint Syntex in 2020, renamed them Microsoft Syntex, and in late 2023 folded them into SharePoint Premium alongside content management and governance features. Documentation, admin center labels and third-party articles still use both names at the time of writing, so you will see Syntex in some screens we work in. The document processing models, content center and pay-as-you-go billing are what this engagement sets up regardless of the label.

Do we need SharePoint Premium per-user licenses, or is pay-as-you-go enough?

For document processing, pay-as-you-go is enough: any user with a Microsoft 365 license can use a library with a model applied once the tenant is connected to a pay-as-you-go Azure subscription. Per-user SharePoint Premium licenses exist for some features and some organizations prefer the predictability, but they are not required for this scope. We confirm the licensing position for your specific feature set at kickoff against Microsoft's current documentation, because Microsoft has moved features between the two models over time.

Which model type should we use: prebuilt, structured or unstructured?

It depends on the documents. If they are invoices, receipts or contracts of the type Microsoft has already trained for, a prebuilt model works in a day with no training and returns a fixed set of fields. If they are forms or tables with a consistent layout from one source (a supplier's remittance, an onboarding form), a structured model learns that layout from a small set of labeled examples and lets you choose the fields. If they are free-form text that varies in layout (letters, agreements, statements of work), an unstructured model classifies them and pulls fields from the text. We look at your samples and recommend in writing; often one process gets a prebuilt model and another gets a custom one, which is why the scope allows two.

How accurate will extraction be?

We will not quote a figure before seeing your documents, because accuracy is a property of your paper, not the product. Clean, consistent documents extract well; poor scans, handwritten fields and layouts that vary from one sender to the next extract less well. What we do promise is a validation step: we train on one set of your documents, test on a set the model has not seen, and report field by field what it got right and wrong before the business owner signs off and we publish. Where a field is unreliable we say so and suggest a fallback, such as leaving it as a human-completed column.

Why does this need an Azure subscription when it is a SharePoint feature?

Because Microsoft bills the SharePoint Premium pay-as-you-go meters through Azure Cost Management, the same way it bills Copilot Credits and SharePoint Embedded. The subscription has to be in the same tenant, and the person activating pay-as-you-go needs Owner or Contributor on it plus the right Microsoft 365 admin role. Nothing runs in that subscription; it is purely the billing target. If you do not have one, we create one in Microsoft's wizard or provide an Azure plan through our CSP.

Can we use an existing Azure subscription or an Azure credit?

An existing pay-as-you-go or enterprise subscription in the same tenant works. At the time of writing, credit-based subscriptions such as Visual Studio or sponsorship offers do not qualify for Microsoft 365 pay-as-you-go billing, and a tenant whose Azure is managed through a CSP may need an Azure plan from that CSP. We sort out which case you are in at kickoff before anything is activated.

Is pay-as-you-go available in GCC or GCC High?

At the time of writing, no. Microsoft offers SharePoint Premium pay-as-you-go to commercial cloud tenants, and GCC, GCC High and DoD tenants are excluded. If you are in a government cloud we confirm Microsoft's current position at the first call and, if it has not changed, tell you plainly that this engagement does not apply rather than take the order.

What is content assembly and when is it in scope?

Content assembly generates documents (a Word or PDF output such as a contract, letter or statement) from a modern template whose placeholders are mapped to SharePoint list or library columns or filled in manually. It is in scope when you name one template at kickoff; we build that template, map the fields and produce an accepted output. Additional templates are an extension. Microsoft's pay-as-you-go position for content assembly has changed over time, so we confirm its current meter and availability at kickoff.

What is an autofill column?

An autofill column uses a prompt to populate a library column from the content of each file as it arrives, for example a one-line summary, a document type, a counterparty name or a due date, without training a model. Microsoft recommends keeping prompts to about ten columns per library and files under about sixty-five pages for predictable results at the time of writing. Where it is in scope we configure one column with its prompt and show your admin how to add more. Autofill is metered under pay-as-you-go (or under Microsoft 365 Copilot where the user is licensed), and that meter is yours.

How do we stop the meter running away?

Three controls. First, every page is charged from the moment a model is applied to a library, so we apply models in a controlled order and start with a validation batch rather than the whole backlog. Second, we set a budget on the Azure subscription with alert recipients you name, and show finance the Cost Management view broken down by SharePoint Premium service. Third, the handover guide shows how to remove a model from a library and how to disconnect a service in the Microsoft 365 admin center, which stops the charge immediately. The historical backlog is run when you decide, with the alert in place.

What happens to the extracted metadata? Can it drive approvals or retention?

Yes, and that is usually the point. Extracted fields are ordinary SharePoint columns, so a Power Automate flow can route an invoice over a threshold for approval, a retention label can be applied automatically when a content type is set, and views, search and Copilot can use the fields. This engagement creates the columns, content types and views and documents the trigger hooks; building the flows is covered by our Microsoft 365 business process automation service, and retention and records design by our Purview services.

Can you also move our documents into SharePoint first?

Not inside this fee, but yes as a companion engagement. Our SharePoint Online migration with metadata service moves content from file shares and legacy systems and preserves or maps metadata on the way in; this service then applies models to the libraries it lands in. Doing the migration first means the backlog run through the models is a single, planned and budgeted event.

What access do you need, and what happens to it afterwards?

For the enablement step, Owner or Contributor on the Azure subscription and the Microsoft 365 admin role that activates pay-as-you-go; for the build, site owner on the content center and the target sites. We ask for granular, time-bound delegated access that you approve rather than standing global admin, and we remove any access granted for the work at closeout and confirm it in writing.

What if we have more than two document types or five libraries?

Tell us at the first call. The fixed price covers standard scope of two models and five libraries, which fits most first deployments. Additional models and libraries are quoted in writing as an extension before work starts, so the number you approve is the number you pay. After handover, our hourly SharePoint engineer service or the managed SharePoint care plan covers adding models and libraries as new processes come up.

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