You may refer to this relevant article Set Document Retention Periods

1. From the Accounts view, select Document Retention.
2. Select Enable document retention policy.
3. In the Keep for this many days field, enter the number of days you want to keep documents before sending them to the purge queue. For all envelopes sent from your account, the documents from each completed, voided, or declined envelope will be moved at the end of the retention period to a purge queue (14 days under normal queue processing conditions), and then permanently removed from the system. The time is measured from the date that the envelope is completed, voided, or declined and is completed during overnight processing.Values: 1-9999

   Note: When you activate or change a retention policy, affected envelopes are added to the purge queue within 24 hours, under normal queue processing conditions. The policy is applied to all completed, voided, or declined envelopes in your account.

4. (Optional) If necessary, select Remove fields and metadata and Redact personally identifiable information.
   • When Remove fields and metadata is selected, Docusign deletes the envelope documents as well as any fields that were added to the documents and any API attachments that were added to the envelope from the system.
   • When Redact personally identifiable information is selected, Docusign redacts all personally identifiable information from the envelope, certificate of completion, and history. Fields that store personal data, such as name, physical address, email, and IP address, are replaced with the text “Redacted”. Time stamps for when actions took place are left intact, but you won’t be able to identify the person who took that action.

     Note: The process of redacting personal data cannot be undone. Each individual’s personal information on an envelope will be redacted from the envelope, rendering the audit log and certificate of completion untraceable.

   • If these options are not selected, when envelopes are purged, Docusign deletes only the envelope documents from the system.
5. Select Save.Document retention is set to remove your completed, voided, or declined documents from the Docusign system after the specified retention period and subsequent purge queue period.

   Note: To disable the policy, clear the Enable document retention policy checkbox and select Save. Disabling an existing policy will remove any envelopes currently in the purge queue.

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Ma. Cassandra | Docusign Community Moderator

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