| Features | Libraries, list metadata, permissions, versioning, team sites, Office and Microsoft 365 integration. | Multi-channel intake, structured document/contract record, OCR, AI extraction you can confirm, approval workflows, search, notifications, audit. |
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| Uses | Intranet, sharing project folders, collaborating on Office documents, collaborative archiving within Microsoft 365. | Tracking contracts and documents awaiting approval, extracting key information, deadlines, searchable archiving after approval. |
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| Automation | Automation via Power Automate and related Microsoft services (depending on licences and configuration). | Built-in pipeline: capture → OCR / extraction → assisted classification → start of the approval flow. |
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| Workflows | Configurable flows (approvals, Power Automate); business logic depends on how Microsoft 365 is set up. | Built-in document approval flows (steps, owners, statuses, notifications) on the same file. |
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| Search | Microsoft 365 search across SharePoint content and metadata, depending on indexing and permissions. | Search across content and the record’s business fields (parties, amounts, dates, type, status). |
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| OCR | OCR / intelligent reading available through Microsoft services (e.g. AI Builder / Microsoft Syntex capabilities, depending on plan). | OCR built into the ingestion journey, followed by assisted extraction of the information needed for the record. |
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| Document management | DMS / ECM within the Microsoft ecosystem: libraries, governance, retention according to configured policies. | Lifecycle-oriented repository: reference version, status, approvers, decision history. |
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| Use cases | Team collaboration space, sharing internal policies, co-authoring deliverables, storing project files. | Supplier contracts, NDAs, amendments, documents to be approved by legal / purchasing / management. |
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