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Document Retention period

  • 28 May 2024
  • 3 replies
  • 21 views

Hello

I have a query on document retention 

Does this start from the document creation date or from when all parties have signed?

 

Thanks

 

Chris Wheeler

3 replies

Vinicius.Rodrigues
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Hello @chriswheelermucklellp !

The Document Retention feature only works with envelope status equal to completed, voided, or declined. So, the retention period will only start when your envelopes achieve the final status (mentioned above).

Check more information on this article: Document Retention

 

Please, let me know if I answered your question!

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
C
Rank
Badge +1

Thats great, thanks for getting back so soon!

 

 

C
Rank
Userlevel 4
Badge +12

Hi @chriswheelermucklellp,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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