Cloud Storage #
Neo-Ledger can store generated documents (invoices, credit notes, statements) directly in cloud storage. Connecting a cloud drive is optional but strongly recommended — it means every PDF you generate is automatically saved and accessible from anywhere.
Supported services #
- Google Drive — stores documents in a folder in your Google Drive (or a Shared Drive)
Note: Cloud storage integration must be enabled by your system administrator. The Connect Google Drive button only appears if the API keys have been configured on the server.
Connecting Google Drive #
- Navigate to your dataset and open System → Connections.
- Click Connect Google Drive.
- Sign in with the Google account that owns (or has access to) the Drive you want to use, and grant Neo-Ledger the requested permissions.
- After authorising, Neo-Ledger shows a green Google Drive Connection Active indicator to confirm the connection.
Using a Shared Drive #
If your organisation uses Google Shared Drives (also called “Team Drives”):
- After the connection is active, click Get Drives.
- Select the drive you want to use from the list of Shared Drives your account can access.
- Click Attach Drive.
If no Shared Drive is selected, documents are stored in the personal Google Drive of the connected account.
Connection status indicators #
| Status | What it means |
|---|---|
| Green check — Connection Active | Drive is connected and working |
| Red warning — Connection Disabled | An error occurred (e.g. token revoked). The error message is shown. Click Reconnect to re-authorise. |
| No indicator | No drive has been connected yet |
Reconnecting a disconnected drive #
If your connection shows a Connection Disabled error (e.g. because access was revoked in Google Drive settings), click the Reconnect button to go through the authorisation flow again.
Disconnecting cloud storage #
To remove a cloud storage connection, contact your system administrator. Documents already stored in the cloud drive are not affected.