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Document retention policy

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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

eSignature

Alexandre.AugustoAnswer

Docusign Employee

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

Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com

Alexandre.Augusto

Answer

Docusign Employee

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

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Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com

N

nathaly.monge

Docusign Employee

Hello @Munish veda ,

If you found the provided response 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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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.