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Document Retention period

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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

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Christopher.AlpizarAnswer

Docusign Employee

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.

Vinicius.Rodrigues

Docusign Employee

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!

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

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chriswheelermucklellp

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Newcomer

Thats great, thanks for getting back so soon!

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Christopher.Alpizar

Answer

Docusign Employee

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.

Translate

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You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.