ℹ️ This feature is only accessible to Administrators.
Room archives can be requested at any stage of a project. They can be for the entire Room, including Q&A, or for part of the bidder.
There are two archive options: a full archive (the entire Room) or a filtered version of the Room.
Full Archive
Full archives are suitable for internal purposes, not for sharing with any other parties. This is because they contain:
All files and folders (both Enabled and Disabled)
All questions and answers, including attachments and internal comments
The Activity log by person report
The Document views report
Workflow data
Filtered Room
Filtered archives of the Room are suitable for sharing with other parties, and can mirror what a Team in the Room can see. There are several options for filtered Room archives. Select from the following for inclusion in your Archive:
Team, which determine the files, folders and Q&A that are included
Sub-team, which determine if the files, folders and Q&A are only to show one Sub-teams access or all Sub-teams sitting within the parent Team
Disabled documents, which include files and folders that are disabled but allowed to the Team and Sub-team(s) selected.
Workflow data
⚠️ Good to know: Including All Sub-teams in an Archive link will include the data and information of all Sub-team's within a parent Team. This means that all documents and Q&A for each Sub-Team within the parent Team will be merged and included.
What Workflow data do we include?
Full Archives
The full archive includes ‘Workflow attachments’ and ‘Workflow’. This includes all tabs created by internal users, even those that were not shared with others in the room.
Workflow tabs created by guest users, whether shared or unshared, are not included in the archive. We also do not include unshared tabs created by Management Area users.
Filtered Archives
Only workflow tabs that were shared with the team for which the archive is being generated will be included.
All workflow tabs are locked and cannot be edited.