Purge Notification emails for recipients without a DocuSign account

We would like the ability to send Purge Notification emails to envelope recipients who do not have a DocuSign account. Currently, according to the Purge Queue and Notifications documentation page, only individuals with DocuSign accounts receive the notifications.

The rationale is that our office sends DocuSign envelopes to about 10,000 unique individuals per year who are our clients and do not have DocuSign accounts with our organization. The envelopes contain documents that the clients need to retain long-term, but our organization requires us to purge the documents from DocuSign after 90 days for security reasons. We remind our clients to download and save the document locally, but it would be very helpful to have the option to remind them ahead of that 90-day mark.

Note that if this is implemented, DocuSign should make sure to make this a configurable setting for DocuSign account admins -- we should be able to toggle the notifications on/off for whether individuals without a DocuSign account receive purge notifications -- I bet plenty of DocuSign users DO NOT want this, but that there are plenty of us who do.

Thanks for considering!

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Hello @mauerbach,

Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.
For future reference you may check this relevant article Document Retention and Targeted Envelope Purge | eSignature.

Highlighting this from that article.
“Purge Email Notifications are only sent to the Sender and Recipients of the envelope who have active Docusign accounts at that time and who have already been sent an invitation to the envelope. Unaccounted Recipients and/or recipients who have not been sent an invitation are not sent these notifications.”

If you found the 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. Thank you!

Best regards,

Ma. Cassandra | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue

Hi @mauerbach — thanks for raising this.

I hope you are doing well.
I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful.
Let me know, and I will gladly help you address the situation as soon as possible.

Ma. Cassandra | Docusign Community Moderator
Mark as “Best Answer” if this helped clarify things.

Hi there, no, this does not resolve my issue. I actually meant to post this as an Idea/feature request that does not exist, not as a question. DocuSign’s current functionality cannot currently do what we want it to do.

Hello @mauerbach,

Thank you for clarifying. I noticed that you already submitted your enhancement request through the idea post.

We appreciate your input and hope you’ll keep the ideas coming.

Ma. Cassandra | Docusign Community Moderator

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