Catenda Hub provides flexible export methods tailored to various project needs, ranging from day-to-day downloads to automated enterprise archiving.
Depending on specific project requirements, it is possible to synchronize large folder structures using Desktop Connector, generate custom document delivery checklists and PDF/A archives via the Reports Page, or document project access permissions for audit trails.
For organizations requiring continuous cloud-to-cloud backups, Catenda Data Export provides automated transfers directly to AWS S3 or Azure Blob storage.
The following topics are described in this article:
1. Why export
Project owners and project participants often need to maintain local copies of project documentation during and after a project's lifecycle.
The following topics are described in this section:
Data submittal/phase changes - Independent/access protection - Data archival and compliance - Project termination - Frozen archive option
1.1 Data submittal and phase changes
Project data may be needed at various project milestones:
Phase changes
Transitioning between planning, design, and construction often requires extracting data snapshots, especially if projects are put on hold or handed off to new parties.
Government inquiries
Formal submittals to authorities are frequently required during or upon completion of a project.
Tendering
Preparing document submittal packages for tenders.
1.2 Independent data retention & access protection
Exporting is not limited to project completion.
Project members who do not own the main project data often require their own copies to ensure continuous access to their work.
Project members are not always informed in advance when project access will end, and access can sometimes be revoked earlier than expected. Because access can be lost without warning, configuring scheduled, repeating exports, such as with Catenda Data Export or the Catenda Desktop Connector, is critical.
These recurring tools ensure project members retain a local or cloud backup up to the last scheduled run prior to losing access.
1.3 Data archival and compliance
Regulations and industry standards frequently mandate that responsible parties store project records for long periods, often spanning years or decades.
System documentation, product records, and compliance files may need to be stored on company servers or designated repositories.
1.4 Project termination
When an active project finishes or a license period ends, Catenda ensures project data remains stored safely.
Even if project access ends, data remains recoverable on Catenda servers for up to three years.
1.5 Frozen archive option
An archiving option allows projects to remain accessible as frozen, read-only repositories for selected members.
2. Standard Export Options
These built-in export tools are available directly within the standard interface for all authorized project participants.
The following topics are described in this section:
Exporting models - Exporting topics (3 ways) - Exporting/and collections - Desktop/local backup) - Member access/activity logs - Notifications - Reports Page (Opt-In Feature)
2.1 Exporting models
Because every model in Catenda is linked to a document in the documents section, standard document export capabilities also apply to models.
In addition, dedicated export options are available specifically for models:
Selected model download
Select one or more models on the models page and use the download action to extract their latest revisions.
Individual revision download
Select a model on the models page and use the download button next to each revision in the right information panel.
This provides an efficient way to download specific revisions directly without needing to load the full model contents page.
Alternatively, individual revisions can also be downloaded directly from the content page of a model.
Advanced model export
Access the model export page to package selected revisions across multiple models into a single downloadable ZIP file.
This method includes advanced options to enhance the exported model files by baking in tags, user-defined properties, or library information.
2.2 Exporting topics (3 ways)
Topic data can be extracted using three primary formats via exchange topics, depending on how the information will be viewed, analyzed, or stored:
BCF (BIM Collaboration Format)
An open standard designed to capture and transfer topic information that conforms strictly to the official BCF specification, including individual topic creation timestamps.
This format guarantees broad cross-platform interoperability, making it ideal for reopening, editing, or exchanging topic data seamlessly with other BCF-compatible software.
For general long-term document repositories where direct file previews are needed, PDF or Excel formats are typically preferred.
Excel
Exports topic parameters into a spreadsheet format for filtering, sorting, and data manipulation.
This format provides structured rows and columns that are ideal for selecting and copying data, and Excel files can be easily previewed within most archiving platforms.
For archiving purposes, the PDF export is generally preferred over Excel because it includes more information.
Generates a clean, readable summary report in standard PDF format (v1.4) accessible without specialized software (see exporting topics to PDF).
Standard PDF exports include a consolidated download timestamp for formal authority reporting and archiving, providing more information than an Excel export.
While the base export generates a standard PDF (v1.4) file, which many archiving systems automatically convert to PDF/A upon upload for long-term previewing, projects with the opt-in reports page enabled can also export topics in archiving formats, as described in Exporting project data with reports (report editor customers only).
2.3 Exporting documents and collections
Batch & folder downloads
Select individual folders, specific document batches, or all visible table items at once to generate a downloadable ZIP archive. Downloading in manageable batches by selecting specific subfolders or targeted file groups is recommended for smooth transfers when working with large datasets.
Published tab
Extracts the latest published revision for each selected document.Workspace tab
Extracts the latest shared revision for each selected document (requires the "View shared revisions" permission). Note that legacy draft revisions cannot be batch-downloaded into a ZIP archive and are downloaded individually.
Individual revision download
Select a document on the documents page and click the download button next to each revision listed in the right information menu.
This is an easier way to download individual or historical revisions because the document preview page does not have to be loaded, allowing you to select another document in the table and download its revisions in the right menu without needing to open a new preview page.
Public collections
Use collections to create public links for selected document subsets, allowing external parties to download files without requiring a Catenda account. Note that only published revisions can be added to collections.
Deleted files
Search for "deleted" in the documents search bar to locate and export previously deleted documents.
Keep in mind that this filter is language-specific and will correspond to the term for "deleted" in your current language settings.
2.4 Desktop connector (Automated local backup)
The Catenda Desktop Connector enables background synchronization to periodically download new document revisions directly to a local drive.
Unlike batch web exports, downloaded documents arrive directly on your system as raw, unzipped files without requiring manual archive extraction.
Scheduled & instant backups
Tasks can be scheduled to run automatically at regular intervals or executed on demand, ensuring project members preserve an up-to-date local copy of documents even if project access is unexpectedly revoked.
Direct API transfers
Transfers large datasets significantly faster than web browser downloads by leveraging direct API connections without browser limitations or overhead.
Hierarchy options
Downloads select folder structures with their complete hierarchy intact, or extracts individually selected files directly as a flat list into the designated local folder.
2.5 Member access and activity logs
Topic boards
Document board access permissions using two available views:
Per-user access view
View individual user access levels directly from the right information menu of a topic board or selected topic.
Access required: read access to the topic boardFull team configuration
Capture screenshots of the complete team-level permission settings within the topic board access settings.
Access required: Full access to the topic board or project administrator
Document & Model access
Export the access overview to record permissions for members and teams.
Access required: Project administrator.
Because every model is linked to a document in the documents section, access permissions for models are governed by the underlying document permissions and are recorded using the same document access overview or permission menus.
Document & Model revision access
View permissions from the right menu of a document revision and capture screenshots as needed.
Project-wide action permissions
Document project-wide permissions on the project settings page (such as creating topic boards, inviting new members, configuring document statuses, and creating or removing models) using two available views:
Per-user access view
Project members can expand each menu under access control to see which individual users have permission to perform each action.Full configuration
Administrators can open the edit access dialogue to view and manage team-level permission configurations.
Access required: Project administrator
User profiles & member details
Information regarding project members and teams is available to extract or document, including:
Usernames and email addresses (see custom member information).
Team memberships, assigned topics, uploaded model revisions, and permission settings (captured via the member page or team page).
2.6 Notifications
Capture notification pages via screenshots from the project notification page, using the limit filter to maximize visible items per page.
Configure a dedicated administrative account with project specific notification settings enabled for email summaries to maintain searchable notification logs.
2.7 Reports Page (Opt-In Feature)
The reports page is an opt-in feature that can be requested for ongoing projects.
Projects that have it enabled can also export document and topic data as formatted reports, including formats for long-term archiving.
Template-based management
When it is enabled, project administrators use the report templates page to set up report templates of their own, and generate formatted exports for selected documents or topics.
What can be exported, and in which file formats, is described in Exporting project data with reports (report editor customers only).
3. Catenda Data Export
Catenda Data Export is sold separately from Catenda Hub.
Unlike the downloads above, it copies project data automatically, straight from Catenda Hub to an organization's own cloud storage in Amazon S3 or Azure Blob storage.
It suits organizations that want a backup that keeps up with their projects, or project records kept in their own storage.
It is not only for project owners.
A project owner can export a full backup of its projects, and a project participant can export what it has access to in the projects it takes part in.
More about it is in About Catenda Data Export (for readers who are not signed in) and Introduction to Catenda Data Export (signed-in customers only).
Customers who have it find the setup in Catenda Data Export (Data Export customers only).