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We are trying to ensure our use of DocuSign is in compliance with our organization's records retention policy. Our concern is that our master record must be stored in our records retention system and that any duplicate copies are properly, and in a timely fashion, disposed of. If we download a copy of a competed envelope from DocuSign, and then purge it from our DocuSign account, will the version in our records still retain its validity (immutability and signer identity) from DocuSign? I can't seem to find any documentation that very clearly states this.

Here's what our Account Manager had to say about it (for anyone else who has this question:

The pdfs are still valid and you’d still retain the Certificate of Completion which is the main part of the audit trail.

Here is some more information I’ve found in general on the topic:

https://support.docusign.com/en/articles/Document-Retention-Envelope-Purge-What-you-should-know-before-using-these-features


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