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Set Up and Maintain Net Zero Cloud
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          Set Up Intelligent Document Reader for Net Zero Cloud

          Set Up Intelligent Document Reader for Net Zero Cloud

          Intelligent Document Reader uses optical character recognition (OCR) to extract data with Amazon Textract, which is associated with your Amazon Web Services (AWS) account. You specify the document type, upload the form, and map the form’s fields to a Salesforce object’s fields. You can then use the extracted information to create or update record fields or to verify data that’s already in the application. For example, you can upload your utility bills and map data into Net Zero Cloud objects. You can then check the energy consumption of a building against the energy consumption in its utility bill.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise, Performance, Unlimited, and Developer Editions. Intelligent Document Reader is available with the Intelligent Document Reader add-on license
          User Permissions Needed
          To create profiles and permission sets: Manage Profiles and Permission Sets
          To assign permission sets: Assign Permission Sets
          To create users: Manage Internal Users
          To enable Intelligent Document Reader: System administrator profile
          1. Confirm that you have an Amazon Web Services (AWS) account and the required licenses.
          2. To upload documents and process them, assign users the Intelligent Document Workspace User permission set.
          3. To create document checklist items that help manage file uploads and approvals, assign users the Document Checklist permission set.
          4. To use optical character recognition to automatically extract data with Amazon Textract using your AWS account, set up Intelligent Document Reader.
           
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