Backing up your documents: the 3-2-1 rule

Documents & stamps · 3 min read

Devices fail, phones get lost and files are deleted by mistake. The question is not "will it happen?" but "will you be ready when it does?".

The rule

  • 3 copies of your data: the original and two copies.
  • On two different media: such as the device disk and an external drive or cloud storage.
  • One copy off site: so a fire or theft does not wipe it out along with the original.

Applying it in practice

  • Make backing up a regular habit (at least weekly, daily if work is heavy).
  • Name each backup file with its date and keep at least the last four, not one that is overwritten.
  • Test a restore from time to time; a backup you never tested may not work when you need it.

If your system saves on one device

The individual documents plan keeps its data on your device, so we include a one-click backup button, and it is up to you to keep the file somewhere safe. Shared plans are stored in a cloud account in your name, and keeping an extra copy outside it remains good practice.

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