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Backup & Data Protection


Full 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.


The Buildagil openCDE API is available for the targeted, automated backup of tasks and topics. In combination with a synchronization program such as Goodsync, tasks, topics, and documents can be backed up automatically.


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

Exporting the Contact/Address List
All 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.


Excel List of Contacts
You can download an Excel list of all contacts and users. This list includes 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.


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

Documents & Plans

Automated Document Backup
It is possible to set up regular, automated document backups using buildagil's interfaces. The method used to transfer the documents is generally open.


The following section describes a possible solution for automated document backup:
The program Goodsync allows you to access the buildagil document repository directly and set up regular, automatic backups. Goodsync is a synchronization program that supports the exchange of data between buildagil and various other storage systems. In addition, you can automate data backups using Goodsync’s backup and synchronization settings. For example, you can set up a regular, incremental data backup. The following article describes how to establish a connection between buildagil and Goodsync: Setting Up Document Sharing with Goodsync.


Download of Documents
You can back up specific documents or folders by downloading them. The following article describes how to download documents and folders: Downloading Documents & Folders.


Excel List of Documents
You can download 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 to supplement the download of documents. The following article describes how to create an Excel list of documents and folders: Exporting Documents & Folders as Excel Files.


Download, Download File, Export

Scheduling

Download the Schedule
The saved scheduling file 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

Downloading Meeting Minutes
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.


Excel List of Meetings
You can download 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.


Controls, PDF export, Excel export, control report, report approval,

Tasks & Topics

Exporting Tasks & Topics
A Word or PDF list can be exported for all items, such as tasks and topics. 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.


Excel List of Tasks & Topics
You can download an Excel list of all tasks and topics. This list contains information about each item, such as the title and responsibilities assigned to each item, 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.


PDF export, Word export, Excel export

Journal

Exporting Journal Entries
You can export a Word or PDF list of journal entries. 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.


Excel List of Journal Entries
You can download 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.


Export to PDF, Export to Word, Export to Excel

Controls & Inspections

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


PDF export, Excel export, inspection report, report approval

Updated on: 02/07/2026