Restrict users deleting envelopes

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Is it possible to prevent users from deleting envelopes? A customer is asking as the admin of the account, and for audit purposes wants users to not have the ability to delete completed envelopes.

Thanks!

Michael.RaveAnswer

Docusign Employee

@GilParra

In general users do not have the ability to delete completed envelopes from the platform, as they are required evidence. The “delete” button removes the envelope from their view only, but the envelope itself still exists and the other recipients and the DocuSign eSignature Administrator are still able to access the envelope.

See this DocuSign Support Article for additional information.

If your account has a retention period set up, the documents and attachment will be deleted automatically from the system, but the envelope metadata that a transaction took place will remain in DocuSign. There is also the option to anonymise the remaining metadata to remove PII data and comply with local regulations.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

Michael.Rave

Answer

Docusign Employee

@GilParra

In general users do not have the ability to delete completed envelopes from the platform, as they are required evidence. The “delete” button removes the envelope from their view only, but the envelope itself still exists and the other recipients and the DocuSign eSignature Administrator are still able to access the envelope.

See this DocuSign Support Article for additional information.

If your account has a retention period set up, the documents and attachment will be deleted automatically from the system, but the envelope metadata that a transaction took place will remain in DocuSign. There is also the option to anonymise the remaining metadata to remove PII data and comply with local regulations.

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"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

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