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Report and Reduce Your Carbon Footprint with Net Zero Cloud
Upload Documents with Intelligent Document Reader

Upload Documents with Intelligent Document Reader

Upload documents such as your utility bills, and extract their data to create and update Net Zero Cloud object records. Intelligent Document Reader requires an Amazon Web Services (AWS) account to access Amazon Textract to extract the data.

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
Permission Set Needed
To enter and modify data:

Net Zero Cloud Manager

OR

Net Zero Cloud Admin

Confirm that your admin configured Intelligent Document Reader. See Set Up Intelligent Document Reader for Net Zero Cloud.

  1. Upload your documents to your collection using Received Documents.
  2. Select the pages that you need, and transform the data to add the document to an existing or new Salesforce object record, such as Stationary Asset Energy Use.
 
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