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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 process in detail: Project export


Contacts & Users

Printing Contacts

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: Print 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: Export contacts to Excel

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 process of downloading documents.

The following article describes how to create an Excel list of documents and folders: Export Documents 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 calendar: 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: Download the 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: Export meetings to Excel

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


Tasks & Topics

Printing 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 articles describe how to create such a list: Print 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 articles describe how to create such an Excel list: Export Tasks & Topics to Excel

Export to PDF, Export to Word, Export to Excel


Journal

Printing 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 articles describe how to create such a list: Print 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 articles describe how to create such an Excel list: Export 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 articles describe how to download the protocols: Control/Inspection Report


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


Updated on: 24/06/2026