Backup and restore working paper files

Overview

Backup and restore features help protect working paper files and recover data where supported.

The available options may include:

• Backup
• Restore
• Duplicate
• Download package
• Cloud history

Backup

Use backup before making major changes to a file structure or before important review/export stages.

Restore

Restore can be used where a backup package is available. Restoring may overwrite or recreate parts of a file depending on how the restore process is designed.

Duplicate

Duplicate can create a new copy of an existing working paper file. This is useful where you want to use a previous file as a starting point.

Download package

Download package creates a downloadable file package for storage or transfer.

Good practice

• Back up before major restructuring.
• Check the file after restore.
• Do not rely on export as the only backup method.
• Keep downloaded packages secure.

Troubleshooting

If restore fails:

• Check that the backup file is valid.
• Confirm that you have permission.
• Check whether the file is finalised or archived.
• Contact support if the package cannot be restored.