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Intermediate Certificate on pass

Archiving Documents to Cloud Storage

Automatically archive invoices, POs, receipts, reports and vendor documents to Google Drive, Dropbox or OneDrive — with per-type folders and no duplicates.

3 lessons 30 min 5-question assessment 70% to pass
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What you’ll learn

  • Explain what document archiving does and which documents it covers
  • Connect a storage provider and choose which document types to archive
  • Use auto-archive on generation plus the Sync now backfill
  • Understand least-privilege access and running more than one storage provider

Course content

3 lessons · 30 min of reading
01
Lesson 1 of 3 Reading 9 min

What archiving does

The storage connectors keep an external copy of your key documents in cloud storage you control — Google Drive, Dropbox or OneDrive. AWRA creates an "AWRA OpsHub" folder and files documents into per-type subfolders (Invoices, Purchase Orders, Receipts, Reports, Vendor Documents), so the archive stays organised on its own.

Five document types can archive: sales invoice PDFs, approved purchase-order PDFs, payment receipts, exported reports and registers, and vendor/prequalification documents. You pick which of these to archive per connector, so you can, for example, archive only invoices and POs and leave the rest.

This is a copy, not a move — the originals stay in AWRA. Archiving gives you an off-platform backup, an easy way to share a folder with your accountant, and a paper trail in a tool your team already uses.

Key takeaways

  • Storage connectors copy key documents into Google Drive, Dropbox or OneDrive.
  • Files land in per-type subfolders under an "AWRA OpsHub" folder.
  • Five types: invoices, purchase orders, receipts, reports, vendor documents.
  • It is a copy — originals remain in AWRA.
02
Lesson 2 of 3 Workshop 12 min

Connecting, auto-archive, and Sync now

Connect from Settings → Connectors: authorise the provider (OAuth), and AWRA creates the archive folder. Then tick the document types to archive and switch the connector on. From that point, new documents archive automatically as they are generated — issue an invoice or approve a PO and a copy lands in the right subfolder shortly after, handled on a background queue so it never slows down the action.

For documents created before you connected, use "Sync now". It backfills the most recent documents of the selected types into your storage. Both auto-archive and Sync now are idempotent — every file has a deterministic name, so a document already archived is skipped rather than duplicated. Re-running Sync is always safe.

Because uploads run on the queue, a queue worker must be running for archiving to happen. If a document never appears, that is the first thing to check.

Key takeaways

  • Connect via OAuth; AWRA creates the archive folder automatically.
  • New documents auto-archive on generation via a background queue.
  • "Sync now" backfills existing documents; it is idempotent (no duplicates).
  • A queue worker must be running for archiving to occur.
03
Lesson 3 of 3 Practice 9 min

Least privilege, multiple providers, and housekeeping

Access is deliberately narrow. Google Drive uses the file-level scope, so AWRA can only see and manage the files it creates — never the rest of your Drive. Dropbox and OneDrive are scoped the same way. Tokens are encrypted and tenant-scoped, and disconnecting revokes AWRA's access while leaving already-archived files safely in your storage.

You can run more than one storage provider at once. Archiving is provider-agnostic: if you enable a document type on both Google Drive and Dropbox, each new document is copied to every connected provider you enabled it for. This is useful for redundancy or for teams split across Google and Microsoft.

Good housekeeping: enable only the document types you actually need archived, and use "Send test file" after connecting to confirm the pipe works end to end before relying on it.

Key takeaways

  • Least-privilege scope: AWRA only touches files it creates.
  • Disconnect revokes access but leaves archived files in place.
  • Multiple providers can be active — a document copies to each enabled one.
  • Use the test-file action to confirm the connection works.

Finished the material?

Take the 5-question assessment and earn your certificate — 70% to pass.

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