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Backup & Data Protection


Comprehensive Backup of a Project

Using buildagil's project export feature, an entire project—including all its content—can be exported and archived as a ZIP file. The advantage of this method lies in the completeness of the data, since it exports not only documents but also all other content, as well as the ability to use the data more easily via integrated links. The following article describes the project export feature in detail: Project export.


The project export is primarily intended for archiving after the project is completed, as the export can be very large depending on the scope of the project.


Project export, full backup, project archiving, ZIP export, data backup upon project completion, API data backup, backup tasks, Goodsync tasks, openCDE API, automated backup

Contacts & Users

Manual Backup
Contacts and users can be exported as a Word or PDF list. This list contains all relevant information, including names, roles, companies, and other details. The following article describes how to create such a list: Exporting the Contact/Address List.


It is also possible to export an Excel list of all contacts and users. This list contains information such as names, roles, companies, and other details. The following article describes how to create such an Excel list: Exporting Contacts as an Excel File.


Automatic Backup
The Buildagil openCDE API is available for automatically backing up contacts and users.


Contact list, address list, PDF export, Word export, Excel export

Documents & Plans

Backing Up Files Manually
Documents or folders can be downloaded individually or as a group. The following article explains how to download documents and folders: Downloading Documents & Folders.


Manual Backup of Metadata
It is possible to export an Excel list of all documents and folders. This list contains the documents' metadata, such as categories or status, but not the documents themselves. The list can be used as an additional tool for downloading documents. The following article describes how to create an Excel list of documents and folders: Exporting Documents & Folders as Excel Files.


Automatic File Backup
To automatically back up documents, use OneDrive, GoodSync or Buildagil openCDE API are available for automatically backing up documents.


Automatic Backup of Metadata
The Buildagil openCDE API is available for automatically backing up document metadata.


Download, Download File, Export

Scheduling

Manual Backup
The saved scheduling can be downloaded by opening the Projects file and saving it to the desired location. The following article describes how to open the scheduling: Scheduling.


Meetings & Protocols

Manually Backing Up Metadata
You can export an Excel list of all meetings. This list contains information about each meeting, such as the meeting type and categories, but does not include the meeting minutes. The following article describes how to create such an Excel list: Exporting Meetings as Excel Files.


Manually Backing Up Protocols
All meeting minutes that have been sent are saved in the corresponding meeting and can be viewed and downloaded via the details. The following articles describe how to download the protocols: Downloading Meeting Minutes.


Automatic Backup
The Buildagil openCDE API is available for automated meeting backup.


Controls, PDF export, Excel export, inspection report, report approval,

Tasks & Topics

Manual Backup
Tasks and topics can be exported as a Word or PDF list. This list contains all relevant information, including the description, responsibilities, and the entire comment history. The following article describes how to create such a list: Exporting Tasks & Topics.


It is also possible to export an Excel list of all tasks and topics. This list contains information about the respective items, such as titles and responsibilities, but does not include the comment history. The following article describes how to create such an Excel list: Exporting Tasks & Topics as an Excel File.


Automatic Backup
The Buildagil openCDE API is available for automatically saving tasks and topics.


Export to PDF, Export to Word, Export to Excel

Journal

Manual Backup
Journal entries can be exported as a Word or PDF list. This list contains all relevant information, including the description, images, responsibilities, and the entire comment history. The following article describes how to create such a list: Exporting Journal Entries.


It is also possible to export an Excel list of all journal entries. This list contains information about the respective items, such as titles and responsibilities, but does not include the comment history. The following article describes how to create such an Excel list: Exporting Journal Entries to Excel.


Automatic Backup
The Buildagil openCDE API is available for the automated backup of journal entries.


Export to PDF, Export to Word, Export to Excel

Controls & Inspections

Manual Backup of Protocols
All acceptance reports that have been sent are saved in the corresponding inspection record and can be viewed and downloaded via the details. The following article describes how to download the protocols: Exporting Control and Acceptance Reports.


PDF export, Excel export, inspection report, report approval

Updated on: 09/09/2026