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Backup & data protection



Full backup of a project

An entire project with all its content can be exported and backed up as a ZIP archive using buildagil's project export. The advantage of this backup method lies in the completeness of the data, as all other content is exported in addition to documents, as well as the ability to use the data more easily via integrated links.
The following article describes the project export in details: Project export


Contacts & users

**Printing contacts **
All contacts and users can be exported as a Word or PDF list. This contains all relevant information, including names, roles, companies and other details.
The following article describes how such a list can be created: Print contact / address list


Excel list of contacts
It is possible to download an Excel list of all contacts and users. This contains information such as names, roles, companies and other details.
The following article describes how such an Excel list can be created: Export contacts as Excel

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


Documents & plans

Automated document backup
It is possible to set up regular and automated document backups via the buildagil interfaces. The method by which the documents are transferred is basically open.


The following section describes a possible solution for automated document backup:
With the program Goodsync, you can directly access the document storage of buildagil and set up a regular and automatic backup. Goodsync is a synchronization program that supports the exchange of data between buildagil and various other filing systems. It is also possible to automate the backup of data via the data backup and synchronization settings of Goodsync. For example, a regular, incremental data backup can be set up.
How to establish a connection between buildagil and Goodsync is described in the following article: Setting up document exchange with Goodsync


Download documents
Documents or folders can be specifically backed up by downloading them.
The following article describes how to download documents and folders: Download documents & folders


Excel list of documents
It is possible to download an Excel list of all documents and folders. This contains the meta information of the documents, 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: Export documents as Excel

Download, Download file, Export


Scheduling

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


Meetings & protocols

Download meeting minutes
All meeting minutes sent are saved in the corresponding meeting and can be accessed and downloaded via the details.
The following articles describe how to download the protocols: Download meeting minutes


Excel list of meetings
It is possible to download an Excel list of all meetings. This contains information on the respective meetings, such as meeting type and categories, but not the meeting minutes.
The following article describes how such an Excel list can be created: Export meetings as Excel

Controls, PDF export, Excel export, control log, log approval,


Tasks & topics

Printing tasks & topics
A Word or PDF list can be exported for all elements such as tasks and topics. This contains all relevant information, including the description, responsibilities and the entire comment history.
The following articles describe how such a list can be created: Print tasks & topics


Excel list of tasks & topics
It is possible to download an Excel list of all tasks and topics. This contains information on the respective items, such as titles and responsibilities, but not the comment history.
The following articles describe how such an Excel list can be created: Export tasks & topics as Excel

PDF export, Word export, Excel export


Journal

Printing journal entries
A Word or PDF list can be exported for the journal entries. This contains all relevant information, including the description, images, responsibilities and the entire comment history.
The following articles describe how such a list can be created: Print journal entries


Excel list of journal entries
It is possible to download an Excel list of all journal entries. This contains information on the respective elements, such as titles and responsibilities, but not the comment history.
The following articles describe how such an Excel list can be created: Export journal entries as Excel

PDF export, Word export, Excel export


Controls & inspections

Download acceptance reports
All inspection reports sent are saved in the corresponding inspection and can be accessed and downloaded via the details.
The following articles describe how to download the protocols: Export control / acceptance report


PDF export, Excel export, control log, log approval,


Updated on: 14/03/2025