What's Included in the Monthly Backup?

This article explains what is included in Paperless Pipeline's monthly backups.

What's Included in a Monthly Backup?

Transactions with documents are automatically included in the monthly backup if they are:

  • Closed
  • Expired
  • Cancelled
  • Fell Through
  • Terminated
  • Leased

It also includes any transactions where you have manually checked the [Include in Monthly Backup] checkbox in the Transaction Information section of the Edit Transaction page.

For accounts subscribed to the Commission Reporting module, all financial information and CDAs will be included in the archive when the transaction gets backed up.

Only transactions containing docs are added to monthly backups. 

How is the Monthly Backup Organized?

The transactions are organized in folders by property address and include everything associated with a transaction: documents, notes, checklists, emails, and activity history. 

Docs are included in their original format. Notes, emails, checklists, and activity history are in plain text format which is compatible with all devices.

The backup is in the universal ZIP file format and can be opened using the unzip option built in to most computer systems. You can also use 7-zip to open the downloaded backup file if your computer's default unzip option isn't working:

Download and install 7-zip here →