Restore a portable bundle

Who can perform the task

An authorized signed-in user with the bundle, passphrase, and permission to introduce its data into the target environment.

Before you begin

Confirm the source, custody, expected filing identity, target environment, taxonomy availability, and restore authorization. Scan transferred files using your approved process. Never ask support to receive the passphrase.

Quick path

1. Open the restore workflow and choose the encrypted portable bundle.
2. Enter the passphrase and inspect the bundle identity and manifest.
3. Review organization, filing, version, and conflict warnings before continuing.
4. Confirm the restore and wait for the complete result.
5. Open the restored records and verify identity, values, evidence, and validation state.

Detailed guidance

1. On Filings, expand Restore encrypted filing bundle.
2. Choose the .sgbundle file.
3. Enter its passphrase.
4. Select Verify and restore.
5. Wait while the application authenticates and validates the bundle.
6. Open the restored filing when prompted.

Expected result

A verified filing is restored and opened. Invalid, corrupted, or wrongly decrypted bundles fail without a partial restore.

Restore requires both the encrypted file and its separately controlled passphrase.

How to verify