Backup & Restore
Protect your data with regular backups and restore when needed
Important: Backups include metadata only. Document files are stored separately in cloud storage. Always test restores in a staging environment first.
Current Data Overview
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Applicants
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Documents
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Forms
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Submissions
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Messages
Create Backup
What's included in backup:
- All applicant records and profiles
- Document metadata (URLs, statuses, dates)
- Custom forms and form submissions
- Training courses and completion records
- Message history
- Checklists and quiz data
Not included:
- Actual document files (stored in cloud)
- User passwords (security)
- System configuration
Backup file will be downloaded as JSON. Store securely in a safe location.
Restore from Backup
CRITICAL WARNING: Restoring will overwrite all current data. This action cannot be undone. Always create a current backup before restoring.
Backup Best Practices
Create regular backups
Daily backups recommended for active systems
Store backups securely
Keep backups in multiple secure locations
Test your backups
Verify backups can be restored successfully
Label backups clearly
Add descriptions to identify backup contents
Backup before major changes
Create backup before system updates or bulk operations