PoolParty for SharePoint

Leverage smarter tags and centralized knowledge management for better findability of assets.

Graphwise for Microsoft 365 lets you take advantage of features that are enhanced by knowledge graphs and Semantic AI. We offer a more powerful search experience to the native SharePoint and Teams applications, provide context to documents with automated tagging, and improve the responses of Copilot.

Annotate your documents with richer tags in a fraction of the time.

Graphwise automatically extracts the most relevant terms and phrases from a given document or text to form semantics concepts. Where enterprises often experience weeks of manual work to update documents with (rather simple) tags, Graphwise can provide more precise and enriched tags with no hassle. With automated tagging, enterprises can reduce overhead costs by removing the need for additional resources – which are often sourced by subject matter experts who could be better occupied in other tasks – and reducing the time spent on maintaining tags. 

Refine tags as needed.

The Graphwise for M365 integration features include an expert-assisted workflow for tagging– in other words, semi-automatic. This feature that is pictured in the screenshot gives the user or expert the opportunity to review and approve tags that have been sent automatically to the SharePoint library. Tags can be added or removed with just a few clicks in the user-friendly pop-up.

This screenshots shows how naming conventions are bundled together in semantic concepts.

Automated tagging to Managed Metadata column.

Managed Metadata is a column native to SharePoint that lets you select terms from a specific term set and add them to your list and libraries. This column is often used by SharePoint users to enable consistent metadata across their libraries because the metadata can be applied to the content with a click. 

Tags that run from Graphwise Taxonomies into the Term Store are also added automatically to this Managed Metadata column. As a result, there is full compatibility of semantic tagging to the native SharePoint features, allowing for the possibility to scale up integrations with other Microsoft applications.

Manage your content centrally in the Graphwise Taxonomy Editor.

A taxonomy is championed for its ability to index information in a hierarchically structured format – organizing terms (or tags) according to the relations between them. It is these relations that help semantic search be so effective, and why a centrally managed SharePoint taxonomy could make all the difference. 

Tag content with more than one taxonomy.

Not only can you manage your taxonomy centrally, you can also use multiple taxonomies for a source of tagging by simply selecting the taxonomies you wish to draw from. These tags can also be separated into the different concept schemes that lie within the various taxonomies.

Say for example, that a user wants to tag their library based on an environmental taxonomy and a finance taxonomy. The user connects the library to these taxonomies and within the finance taxonomy, specifies that the content should be tagged based on the concept schemes “revenues” and “taxes.” The library covers more “ground” by drawing from the multiple taxonomies, but is also more precise based on the concept schemes.

Automatic sync of enterprise taxonomies to SharePoint Term Store.

The Graphwise for M365 integration features provide a user-friendly taxonomy editor that lets you maintain all your taxonomies in one place, and transfers the data to the SharePoint Term Store with the click of a button. 

In a standard use case, a company needs to first sync their term sets from the SharePoint Term Store to the Graphwise taxonomy in order to first load the taxonomy with their existing tags. The tags can be refined as needed in Graphwise (with a strong taxonomy management tool) and then synced back to the Term Store so that they can be made available in the SharePoint frontend. 

The benefits of the Graphwise integration:

  • GUIDs (Globally Unique Identifiers) are preserved across synchronizations
  • You can maintain the mapping between the Term Store ID and the concept URI in Graphwise for scalability
  • When changes have been made to the taxonomy, you can re-synchronize terms or delete the term groups when they are no longer needed

Through the synchronization, users can begin to experience the positive effects of a centrally managed taxonomy system right away.

How it all works.

So that you don’t have to mediate multiple servers to use the tool, the Graphwise for Microsoft 365 architecture relies on integrations with the following Microsoft products:

  • SharePoint Framework (SPFx)
  • Microsoft Graph API
  • Microsoft Azure

With Microsoft Azure serving as the connector between Graphwise and SharePoint, data can flow freely from the Graphwise back-end and SharePoint Online interface. On the SharePoint side, tags that are stored in the document libraries and lists are pulled from the search engine to produce results based on what the user enters in the search field.

You can also choose to install the platform depending on the specific Graphwise for M365 integration features that you need.

A platform that includes the full stack of features.

This screenshot shows the semantic search function in PoolParty for SharePoint
This screenshots shows how naming conventions are bundled together in semantic concepts.

Or a select few, such as tagging and search.

This screenshot shows the semantic search function in PoolParty for SharePoint
This screenshots shows how naming conventions are bundled together in semantic concepts.

Other highlights

Our tight integration with the Term Store allows for future compatibility with other tools across the Microsoft ecosystem

The Graphwise for M365 Administration Site allows the admin control who gets access to particular SharePoint sites. The admin only needs to create write permissions for those sites with the Microsoft Graph API

The initial setup of Graphwise for M365 can be done in a matter of minutes using a 5-step installation wizard

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