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Hi everyone,
I’m looking for the best practices your organizations follow or any standards established by DocuSign for envelope retention:
- How long do you retain completed envelopes in DocuSign?
- Do you export documents into another system?
- Did compliance or operational considerations influence your decision?
- I noticed that notifications for purging are sent to all recipients based on default sender account settings (day 7 and 14 being in the purge queue) - That seems inconvenient, how did you manage that?
Thank you for your insights!