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The cloud archive saves a copy of every invoice and credit note Foliant issues to your own Google Drive or Dropbox, as soon as it’s issued. The copies are yours: they stay in your storage if you disconnect the service or uninstall Foliant. Each month also gets a list of its documents as a CSV file, ready to hand to your accountant.

Before you start

  • Your plan: the cloud archive is included in the Growth and Scale plans.
  • Locked invoices: only issued documents are saved, so turn on locked invoices first. Until you do, the Cloud archive card says Only locked invoices are saved.

Connect Google Drive or Dropbox

  1. In Foliant, open Issued invoices.
  2. In Cloud archive, click Connect Google Drive or Connect Dropbox.
  3. Check the settings (see Choose how files are organised) and click Continue to Google Drive or Continue to Dropbox.
  4. Sign in and choose the account to connect.
  5. Allow Foliant to save files. On Google’s page, keep the box for Google Drive ticked: without it, Foliant can’t save anything.
You come back to Foliant, and the service shows Connected with the account you chose. You can also connect from Settings › Integrations.

What Foliant can see

Foliant only gets access to its own files:

Where your files go

Foliant creates a folder for your store and sorts documents by type, year and month:
  • Credit notes go in a Credit notes folder beside Invoices.
  • Each PDF is named after its number. Characters that aren’t allowed in file names, such as a slash, become a hyphen.
  • The folder names follow your store’s language, and the months follow your store’s time zone.
  • The names are set the first time a document is saved, so renaming your store later doesn’t move any files.
  • If another store connects the same account and has the same name, its folder gets the store’s handle too, for example Bramble & Co (bramble-eu).
Foliant never overwrites a file you put there yourself. If a different file already has a document’s name, the document is saved beside it with a short code added to its name.

Documents issued before you connected

When you connect, Foliant also saves the documents issued before, starting with the oldest. A store with years of invoices can take a while. The card shows the progress, for example 33 of 113 documents saved · Saving earlier documents…. After that, each new document is saved within a few minutes of being issued. Once a day, Foliant checks for anything missing and saves it.

The monthly list

With Add a monthly list on (it’s on by default), each month gets a CSV file in a Ledgers folder, for example Ledgers › 2026 › ledger-2026-11.csv. It has one line per document: Foliant updates the lists once a day, only for months that changed. It’s the same format as manifest.csv in the archive download.

Choose how files are organised

Open the service’s settings from Settings on the Cloud archive card, or from Settings › Integrations: Changing Folders affects documents saved from then on. Files already saved stay where they are.

Check what was saved

  • The Cloud archive card on Issued invoices shows each connected service, how many documents are saved and when it last saved one. Open folder opens the store’s folder in Google Drive or Dropbox.
  • The Saved column of the documents table shows a tick on each document that’s saved.
  • The service’s page in Settings › Integrations lists every upload under Activity, for example Save document for Invoice INV-2026-0042 · #1310, and Save monthly list for each month’s list. See Integration activity.

When something goes wrong

If documents couldn’t be saved, the card says how many and why, for example that your storage is full. Fix the cause, then click Try again. If the service refused Foliant’s access, for example because you removed Foliant from your Google or Dropbox account, the card shows Needs attention. Click Reconnect and sign in again. Foliant then saves the documents it missed. Foliant tries again by itself when Google or Dropbox is busy or doesn’t respond.

Use your own app (advanced)

Foliant connects through its own Google and Dropbox apps, so you don’t need to set anything up. If your company requires its own app, for example to control access centrally:
  1. Create an app with Google (a web client with the Google Drive API and the drive.file scope) or Dropbox (an app folder app that can write files and read their metadata).
  2. In the service’s settings in Foliant, click Show advanced settings.
  3. Enter your app’s client ID and client secret, and allow the redirect URI shown under the client ID in your app.
  4. Connect, or disconnect and connect again if you were already connected.
To switch to another app later, disconnect first, then connect with the new one.

Disconnect a service

In Settings › Integrations, open the service, click Disconnect Google Drive or Disconnect Dropbox, then confirm with Disconnect. Foliant stops saving to it. The files already saved stay in your Google Drive or Dropbox. If you connect the same account again later, Foliant carries on where it stopped. If you connect a different account, Foliant saves all your documents to it again.

When your plan changes or you uninstall

  • Your plan no longer includes the cloud archive: documents issued from then on aren’t saved. The files already saved stay where they are.
  • You uninstall Foliant: Foliant deletes your issued documents 48 hours after you uninstall it. The copies in your Google Drive or Dropbox stay yours.