Document retention policy

Question

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

Alexandre.Augusto · Accepted Answer

Hello, @Munish vedaYou 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,Docusignsecurely 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/1726516Let me know if I answered your question.Best,Alexandre

nathaly.monge · Answer

Hello @Munish veda,If you found the providedresponse to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.Best regards,Nathaly | Docusign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

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