Workspace backups

This preview stores up to ten proposals in IndexedDB in this browser profile. It does not sync to an account or another device. Clearing site data, using a different profile or losing the device can remove access to your work.

Save forms, then back up

Each form has a Save or Record action. Typing alone does not save it. “Back up workspace” downloads saved application state, including changes retained in memory after a device save failure. Unsaved form fields are not in that backup; save them first or copy them separately.

Backups contain complete transcripts, findings, review notes, pricing and saved versions. Treat them as private business files. The entire workspace must fit within 12 MB so its backup can be restored.

Restore carefully

Select a backup, let the app validate its structure and fingerprints, then confirm replacement. Restore replaces the whole workspace; it does not merge it. Download your current backup first. Invalid data is rejected without replacing your current workspace.

When a save fails

Your current application state stays in the tab. Download a backup before closing it. Free storage and choose Retry device save, or restore the backup later. If storage could not be loaded on startup, existing saved data is left untouched.

Working in multiple tabs

Saves use a revision check. If another tab saves first, this tab cannot silently overwrite it. Back up this tab’s changes, then choose Reload saved work. You will need to reconcile any differences manually.

Remove work

Use Manage to delete a selected proposal with all its versions, or erase the workspace after confirmation. Downloaded files are separate and must be removed by you. A device save failure means an erase is not yet persisted; retry before assuming stored records are gone.