Document Sources
This page helps admins understand Document Sources, the settings area for connecting external document repositories and monitoring Utility Manager ingestion. Use it when utility PDFs should flow into Parsepoint from a managed repository rather than manual upload.
Before you start
- You need admin access and Utility Manager access for the active organization.
- The external repository must be approved for your organization.
- Confirm how your team wants source documents named, organized, and reviewed after ingestion.
Use Document Sources
Open Settings and select Document Sources. Use the page to connect repositories, check sync status, and monitor whether utility documents are entering the same Utility Bills review workflow as manually uploaded PDFs.
What happens next
Successfully ingested utility PDFs appear in Utility Bills, can be reviewed in the normal bill drawer, and can create Utility Data rows after processing.
If you do not see this option
Document Sources is an admin-only settings item and may require Utility Manager access. If you can see Settings but not Document Sources, ask an organization admin to confirm your role and module access.
Troubleshooting
If a connected document appears in Utility Data but not Utility Bills, ask support to check whether the document entered the Utility Bills workspace. Include the repository name, document name, and approximate sync time.