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Hello team ,

 

we are implementing DocuSign retention policy on 22 may2024:

 

After implementation the old document will be deleted ?

 

all document will be deleted upon setting the retention or only specific document , for example document only over 6 months will be purged from the system 

Hello, @Munish veda 

 

You are welcome to the Docusign Community!

 

A summary for Retention Policy:

 

“With a document retention policy, you can set the number of days to retain completed, declined, and voided documents. Setting a document retention period is optional. By default, Docusign securely retains all customer documents on the service for as long as the account is active.”

 

I recommend you to read this excellent Best Practices paper about the Retention Policy:

https://dsucustomers.docusign.com/km-guide-best-practices-for-docusign-document-retention-and-purging/1726516

 

Let me know if I answered your question.

 

Best,

Alexandre 


Hello @Munish veda ,


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Best regards,

Nathaly | Docusign Community Moderator
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