I prepare the activating of the “Document Retention Policy” including the option “Redact personally identifiable information” and have one question in this connection:
Today I create different reports, for example the Group Activity Report to measure which user group send how many envelopes. This report - and a lot of other reports - work with the e-mail-address of the sender. Would the reports work correct despite of deleting the personally identifiable information?
Hello
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The purge will delete the documents on the Envelope, but the Envelope structure will be preserved, which means the report will bring the information.
Please check this article: What Happens When an Envelope Enters the Purge Queue? You can see it in the last paragraph of the guide below.
“The envelope itself remains in your account, and is still available for reporting, and you can still view and download the Certificate of Completion for the envelope. The envelope details view shows the detailed information about the document purge, including the date and time of the purge.”
Additionally, it's an option for the Admin to select or not to Redact PII. Please see details under What does the Redact Personally Identifiable Information option do? of this article: Document Retention and Targeted Envelope Purge FAQ.
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. Additionally, Envelope Subject, Document Names (filenames), Tabs, & Signatures are "Redacted" as well since you must also select Remove fields and metadata to use this redaction option:
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Sincerely,
Ma. Cassandra | Docusign Community Moderator
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If you found the response to be a useful solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!
Sincerely,
Ma. Cassandra | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"
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